Introduction
A workspace in Requestly is an environment where teams can collaborate on rules, manage configurations, and organize their projects. It allows users to share, edit, and organize resources efficiently, fostering better teamwork and streamlined workflows.
This page will guide you through the essentials of setting up and managing a shared workspace. You'll learn how to create a workspace, invite team members, assign roles, collaborate on rules, and manage workspace settings effectively to enhance your team's productivity.
Understanding Workspaces
A Requestly workspace is a collaborative environment where multiple users can work together on rules, configurations, and projects. It facilitates real-time sharing and editing of resources, ensuring seamless teamwork.
By default, you start in a private workspace, where no other user can view or access your rules.
This setup is ideal for personal projects or testing. However, you can create additional workspaces and invite other users to collaborate in real-time, sharing rules and configurations effortlessly.
Setting Up a Shared Workspace
Now let's create a shared workspace and invite some friends to collaborate in real-time. Follow these simple steps to get started.
Create a Workspace
Open Workspace Switcher
In the top-left corner of the sidebar, find the workspace dropdown (the default option is "Private Workspace").
Access the Workspace Options
Click on the workspace dropdown and select the option Join or Create Workspace.
Create a New Workspace
Click on Create New Workspace from the options. Enter a name for your workspace in the provided field and click Create Workspace.
Tip: You can also check the checkbox at the bottom of this popup to invite your entire team while creating the workspace.
Managing Workspace Members
Each workspace includes two types of users:
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Admin: Admins have full control over the workspace. They can manage data, update settings, invite or remove members, and generate public invite links.
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Member: Members can collaborate by creating and editing rules, mock servers, and session recordings, but they cannot manage workspace settings or invite other members.
You can access the Manage Workspace section by clicking on your workspace name at the top-right corner and selecting "Manage Workspace." This section allows you to add, change roles, and remove members.
Adding New Members
Switch to the Workspace
Navigate to the Requestly dashboard and switch to the workspace where you want to add members.
Open Manage Workspace
Open the switch workspace panel and select “Manage workspace”
Here you can directly invite teammates or go to workspace settings to see the list of users before inviting.
Invite People
In the workspace settings, click the + Invite People button.
Add Teammates or Share a Link
Enter the email addresses of your teammates or, if you're an Admin, create and share a public invite link.
Await Confirmation
Invited members will receive an email to join the workspace. Once they accept, they will appear in the members list.
Changing Roles
Switch to the Workspace
Navigate to the Requestly dashboard and switch to the workspace where you want to add members.
Open Manage Workspace
Open the switch workspace panel and select “Manage workspace”
Select a Member
Find the member whose role you want to change in the members list.
Update Role
Use the dropdown next to their name to select the new role (e.g., Admin or Member) and confirm the change.
Removing Members
Switch to the Workspace
Navigate to the Requestly dashboard and switch to the workspace where you want to add members.
Open Manage Workspace
Open the switch workspace panel and select “Manage workspace”
Remove the member
Locate the member you want to remove from the members’ list. Click the 3-dot menu next to their role and select Remove user from Workspace.
Confirm the Removal
A confirmation prompt will appear. Confirm the action to remove the member successfully.
Revoke Pending Invites
If a member has been invited but not yet joined, you can revoke their invite from the same dropdown.
