Workspace Documentation
Manage multiple clients in isolated environments
Contents
1. What is a Workspace?
A Workspace is an isolated environment within your Priostack account dedicated to a single client or project. Each workspace is a fully self-contained unit — it has its own resources, billing boundaries, and team members, completely separate from your other workspaces.
Every workspace includes:
- Credit wallet — an independent credit balance separate from your master wallet. You can allocate a budget cap to prevent runaway spend.
- Apps — BPMN process definitions, DMN decision tables, and task lists scoped exclusively to this workspace.
- Connectors — integration routes and webhooks that only fire within this workspace's context.
- Team — invite collaborators with workspace-scoped roles (Owner, Admin, Member, Viewer) without granting them access to other workspaces.
- Domain — optionally assign a custom subdomain (e.g.
acme.priostack.app) so your client accesses their portal at a branded URL.
2. Workspace Roles
Each user in a workspace is assigned exactly one role. Roles are workspace-scoped — a user may be an Owner in one workspace and a Viewer in another.
| Role | Manage apps & connectors | Invite members | Edit billing & budget | Archive / delete workspace | View-only access |
|---|---|---|---|---|---|
| Owner | Yes | Yes | Yes | Yes | Yes |
| Admin | Yes | Yes | No | No | Yes |
| Member | Yes | No | No | No | Yes |
| Viewer | No | No | No | No | Yes |
The account owner who creates a workspace is automatically assigned the Owner role and cannot be removed from the workspace.
3. Creating a Workspace
The workspace creation wizard guides you through four steps. You can also create workspaces
programmatically via POST /api/workspaces or clone an existing one with
POST /api/workspaces/{id}/clone.
-
Name and colour.
Choose a workspace name (visible to your team) and pick an accent colour for the console sidebar. Optionally add a short description. These can be updated later.
-
Select a template (optional).
Pick one of the built-in templates to pre-load a starter set of process definitions and connectors suited to your use case. You can also start from a blank workspace.
-
Configure the client portal.
Enter the client's name, optionally upload their logo, and choose a custom subdomain. The client portal provides a read-only or interactive view depending on the roles you grant.
-
Set a budget cap.
Allocate credits from your master wallet to this workspace. Set a hard cap to prevent this workspace from consuming more than your intended budget. You can adjust the cap at any time via
PATCH /api/workspaces/{id}/budget.
4. Credit Management
Each workspace holds an independent credit wallet. Credits are transferred from your master account wallet to the workspace wallet when you fund it. The workspace wallet balance is visible in real time on the workspace dashboard.
Budget cap
A budget cap sets a maximum spend ceiling for the workspace. Once the workspace wallet reaches zero
or the cap is hit, executions return a 402 Payment Required response until it is refilled from the free monthly credits.
Set or update the cap via PATCH /api/workspaces/{id}/budget with a cap
integer (in credits).
Top-up
Transfer additional credits to a workspace from your master wallet at any time in the Console under Workspace → Billing. You can also purchase dedicated workspace credit bundles from the Free plan page.
Auto top-up
Enable auto top-up to have the workspace wallet automatically refilled to a target balance when it drops below a threshold. Auto top-up pulls from your master wallet. If your master wallet is also empty, an email alert is sent and executions are paused until manually funded.
5. Client Portal
The Client Portal is a branded, scoped view of the workspace that you can share directly with your client. Clients do not need a Priostack account — they authenticate via a magic link or SSO connection you configure.
What clients see
By default the client portal shows the workspace task list, active process instances, and a real-time dashboard of KPIs you have configured. Clients cannot access connector configuration, API keys, or billing details.
Branding
Upload your client's logo and set a primary brand colour in Workspace → Portal → Branding. The portal replaces all Priostack logos and uses your client's colours, giving a fully white-labelled experience when accessed at their custom subdomain.
SSO configuration
Connect the portal to your client's identity provider via SAML 2.0 or OIDC. Once configured, users in the client's IdP who match the allowed email domain are provisioned automatically as Viewers in the workspace. Promote them to Member or Admin from the team settings page.
6. Workspace Templates
Templates accelerate onboarding by pre-loading a curated set of BPMN processes, DMN tables, connectors, and dashboard widgets into a new workspace. All template content is fully editable after creation.
Financial Services
KYC onboarding, AML screening, loan approval, and transaction monitoring process starters with compliance checkpoints.
HR
Employee onboarding, leave approval, performance review cycles, and offboarding workflows ready to connect to your HRIS.
Operations
Incident management, change request, vendor onboarding, and SLA tracking processes for internal operations teams.
Consulting
Client intake, project kick-off, milestone signoff, and invoice approval flows designed for professional services firms.
Additional community templates are available in the Marketplace. You can also export any workspace as a template and share it with your team or publish it to the Marketplace.
FAQ
Can I have multiple workspaces?
How do I bill clients for workspace usage?
Can I transfer a workspace to another account?
What happens when I archive a workspace?
POST /api/workspaces/{id}/archive to archive and
POST /api/workspaces/{id}/unarchive to restore.
How many workspaces can I have per plan?
| Plan | Workspaces |
|---|---|
| Starter (free) | 3 |
| Growth | 10 |
| Scale | Unlimited |
| Enterprise | Unlimited + dedicated infrastructure |