Workspaces, Members, and Shared Follow-Through

A workspace is the container where Vortyx work is organized.

Workspaces affect where captured work belongs, which review queue receives detected items, which connected accounts are used, and who can see workspace-scoped content.

You may have:

• a personal workspace
• one or more shared workspaces
• access to workspaces created by other people

Use a personal workspace for private follow-through. Use a shared workspace for work that should be visible to the team.

Before creating, capturing, connecting, or confirming work, check the active workspace.

The active workspace controls where Vortyx places:

• review items
• tracked work
• recurring commitments
• outputs from supported connected-service flows
• workspace-scoped settings
• member and invite management

If you confirm an item in a shared workspace, treat it as shared workspace work. If you want an item to stay private, use your personal workspace.

Use the workspace selector to switch between available workspaces.

The Home screen shows the current workspace. The workspace selector lets you choose another workspace when more than one is available.

You can also open:

Profile → Manage workspaces

From there, you can:

• view the current workspace
• switch to another workspace
• set the current workspace as your default
• open member and invite management
• create another workspace when your plan allows it

Open:

Profile → Manage workspaces → Create workspace

Enter a workspace name and create the workspace.

Multiple workspaces depend on your plan. If your current plan does not include multiple workspaces, Vortyx will show an upgrade prompt.

When region selection is available, the workspace region selects the primary Vortyx infrastructure region used for supported workspace-scoped processing and storage.

Choose the region that best matches your organization's operational and data-location requirements.

Connected services and third-party providers may still process data according to their own infrastructure and policies. For example, Gmail, Outlook Mail, Slack, calendar providers, app stores, and AI or infrastructure subprocessors may operate outside the selected Vortyx workspace region.

The selected workspace region does not guarantee that every external provider, subprocessor, support process, backup, log, or infrastructure component involved in a workflow operates only in that region.

If your organization has specific data residency requirements, review the privacy policy, subprocessors, and provider terms before selecting a region.

Your default workspace is the workspace Vortyx returns to by default.

In Manage workspaces, you can make the current workspace your default when another workspace is currently selected.

This is useful when you usually work in one workspace but occasionally switch to another.

Open:

Profile → Manage workspaces → Members and invites

This screen supports:

• accepting a workspace invite by pasting an invite link
• reviewing an invite before accepting it
• accepting an invite and switching into the joined workspace
• creating member invites when you are a workspace owner and your plan allows collaboration
• copying or sharing invite links
• viewing active members
• viewing pending invites
• revoking pending invites
• removing members from the selected workspace

Invite creation asks for the invited user's email address and generates an invite link. Share that link with the invited user.

If someone sends you a Vortyx workspace invite link, you can open the link directly where supported.

You can also accept from inside Vortyx:

Profile → Manage workspaces → Members and invites → Accept invite

Paste the invite link, choose Review invite if you want to inspect it first, then choose Accept invite.

After acceptance, Vortyx adds the workspace to your account and switches you into it when possible.

Invite links can expire or be revoked. If an invite does not work, ask the workspace owner to create or share a new link.

Vortyx currently uses a simple role model.

Only workspace owners can manage members and invites for the selected workspace.

Workspace choice is the privacy boundary users should pay attention to.

Workspace members can see workspace-scoped Vortyx objects and the source context exposed inside those objects. Connecting a personal mailbox or calendar does not give other members direct access to the underlying mailbox or calendar.

When you create, confirm, convert, or collaborate on workspace-scoped objects derived from connected content, those Vortyx objects may be visible to members of that workspace according to product behavior and permissions.

Use this rule:

If the follow-through should be visible to a team, create or confirm it in the shared workspace. If it should stay private, use your personal workspace.

Connections are configured and used in the active workspace context.

Before connecting a service, check the active workspace. The connection screen may show wording such as:

Connect Gmail to [workspace name]

Use the intended workspace before connecting:

• Gmail
• Outlook Mail
• Slack
• Google Calendar
• Outlook Calendar

Slack can also bind routing to the current workspace for selected channel or thread behavior. Slack remains explicit and user-invoked; connecting Slack should not be treated as broad workspace monitoring.

Calendar connections are used for availability checks and user-approved scheduling in the active workspace context.

Workspace owners can remove members from the selected workspace.

Removing a member removes their access to that workspace. Existing records stay in the workspace.

Workspace owners can also revoke pending invite links. A revoked invite can no longer be accepted.

The current app does not expose an ownership transfer flow in this guide. If ownership changes are needed, contact support or follow the current product flow if one is added later.

The number of workspaces and shared workspace capabilities available depends on your plan. See current plans for details.

Vortyx may show upgrade prompts for:

• multiple workspaces
• shared workspace collaboration
• workspace invites

• Check the active workspace before confirming review items.
• Use your personal workspace for private follow-through.
• Use shared workspaces only for work that should be visible to the team.
• Connect Gmail, Outlook Mail, Slack, and calendar access from the intended workspace.
• Invite only people who should see workspace-scoped work.
• Revoke pending invites that should no longer be usable.
• Remove members who no longer need access.
• Set your default workspace to the one you use most often.