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Workspaces let you collaborate with team members, clients, and external contractors on HelloLeo projects.

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Quickstart

1

Go to Workspaces

Click Workspaces in the sidebar to see all your workspaces.
2

Select a Workspace

Click on a workspace card to open its settings.
3

Invite Members

Go to the Members tab and click Invite Member. Enter an email and select a role.
4

Collaborate

Your team members can now access all projects in the workspace based on their role.

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Use Cases

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Business Owners Inviting Contractors

You’re a business owner and want your integrator or freelance developer to build apps for you:
  1. Create a workspace for your company
  2. Invite your contractor as Admin (so they can create and configure projects)
  3. They can now build apps connected to your systems while you track progress
Example: “I’m collaborating with a third-party who will be using HelloLeo to add apps to our ERP.”

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Agencies Inviting Clients

You’re an agency or freelancer building apps for clients:
  1. Create a workspace per client
  2. Invite your client as Viewer (so they can see progress and validate)
  3. They can review the work in real-time without email back-and-forth
This helps you showcase your work and get faster approvals.

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Teams Collaborating Internally

Your company has multiple people working on HelloLeo projects:
  1. Create a shared workspace for your team
  2. Invite team members as Member (so they can create and edit projects)
  3. Everyone can access and contribute to projects

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What Are Workspaces?

Workspaces are:
  • Project collections - Group related projects together
  • Team spaces - Share projects with colleagues, clients, or contractors
  • Access control - Manage who can do what with roles
  • Organized - Keep work structured by client, team, or department

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Workspace Types

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Personal Workspace

  • Your default - Created automatically when you sign up
  • Your projects - All your personal projects live here
  • Private - Only you have access

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Team Workspaces

  • Shared - Multiple team members, clients, or contractors
  • Collaborative - Work together on projects
  • Organized - Group related work by client or project type

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Roles and Permissions

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Admin

  • Full project control - Create, configure, and delete projects
  • Invite members - Add people to the workspace
  • Manage integrations - Configure workspace-level tools
  • Best for: Contractors, developers, team leads

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Member

  • Work on projects - Create and edit projects
  • View all projects - See everything in the workspace
  • Limited settings - Can’t manage workspace or invite others
  • Best for: Team members, collaborators

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Viewer

  • View only - See projects but can’t edit
  • Read access - Perfect for clients reviewing work
  • No changes - Can’t modify anything
  • Best for: Clients, stakeholders, reviewers

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Inviting Team Members

  1. Go to Workspaces in the sidebar
  2. Click on the workspace you want to manage
  3. Go to the Members tab
  4. Click Invite Member
  5. Enter the email address
  6. Select a role (Admin, Member, or Viewer)
  7. Click Send Invitation
The invited person will receive an email with a link to join the workspace.

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Managing Projects

In the Projects tab of your workspace, you can:
  • View all projects - See every project in the workspace
  • Click to open - Jump directly into any project’s chat
  • See project status - Check which projects are deployed

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Copying a Project to Another Workspace

When you duplicate a project, you can choose which workspace the copy should be created in:
  1. Go to your Projects page
  2. Click the Copy button on the project you want to duplicate
  3. If you have multiple workspaces, a Destination workspace selector appears in the modal
  4. Select the target workspace (defaults to the project’s current workspace)
  5. Click Copy Project
The new project is created in the selected workspace with all the source code from the original. Environment variables and integrations are not copied.
The workspace selector only appears if you are a member of two or more workspaces. If you only have your personal workspace, the copy is created there automatically.

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Workspace Settings

In the General tab, workspace owners and admins can:
  • Rename workspace - Update the workspace name
  • Update avatar - Add a logo or image
  • Add description - Describe what the workspace is for
  • Delete workspace - Remove the workspace (careful!)

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Best Practices

  • One workspace per client - If you’re an agency, create a workspace for each client
  • Use Viewer for clients - Let clients see progress without risking accidental changes
  • Use Admin for contractors - Give contractors full access to build and configure
  • Regular cleanup - Remove members who no longer need access

Project Management

Learn about managing projects

Project Settings

Configure individual project settings