Workspaces
In ClarityLoop, a workspace represents an organization or team environment where members collaborate, share feedback, track objectives, and view performance insights. Each user can belong to one or more workspaces.
This guide explains how to create, manage, and customize your workspace settings.
Workspace setup how-to​
Watch this first for the workspace setup flow, including members, roles, and the main admin settings.
Creating a workspace​
When you sign up for ClarityLoop, you're prompted to create a workspace if one doesn't already exist. You can also create additional workspaces if needed.
How to create a workspace:
- Go to ClarityLoop Sign-Up.
- Enter your name, email, and password or use other signup options.
- Follow the prompts to set up a new workspace:
- Workspace name: Typically the company or team name.
- Workspace logo: (Optional) Upload a logo to personalize your workspace.
- Click Create Workspace.
What happens next:
- You become the workspace owner with full access to settings and member management.
- You can invite others to join your workspace.
Related: Invite Members
Joining an existing workspace​
If your organization already uses ClarityLoop, you can join an existing workspace if you've received an invite.
How to join:
- Open the invitation email from ClarityLoop.
- Click the Join Workspace button.
- Follow the prompts to create your account if you don't already have one.
Troubleshooting:
- Didn't get the email? Check your spam folder or ask your workspace owner to resend the invite.
Related: Invite Members
Switching between workspaces​
Users who belong to multiple workspaces can easily switch between them.
How to switch workspaces:
- Click "Workspace name > Switch icon on the top bar.
- Or "Switch workspace" from the sidebar.
- Click "Select" on the workspace you want to switch to.
Workspace settings​
Workspace owners can customize settings to match their team's needs.
Accessing workspace settings:
- Click Workspace name on the top bar or sidebar.
- Select Settings.
Key settings available:
- Workspace name and logo: Update basic workspace details.
- Member management: Invite, remove, and assign roles to members.
- Integrations: Connect tools like Slack, GitHub, Jira etc.
Related:
Managing workspace members​
Workspace owners control who can access the workspace and what permissions they have.
Key tasks:
- Invite new members: Add individuals to the workspace.
- Assign roles: Control access levels and permissions.
- Remove members: Revoke access when needed.
Related: Members and Roles
Renaming or updating workspace details​
Workspace owners can rename the workspace or update the logo if needed.
How to update:
- Go to Workspace Settings.
- Update the name or logo.
- Click Save Icon.
Tip: Use a clear, recognizable name and logo for better team recognition.
Requesting workspace deactivation​
While deleting a workspace is not directly available in ClarityLoop, workspace owners can request deactivation if the workspace is no longer needed.
How to request deactivation:
-
Send an email to support@clarityloop.com with the following details:
- Workspace name
- Reason for deactivation
- Confirmation that data associated with the workspace is no longer needed
-
The support team will assess the request and confirm the next steps.
Frequently asked questions​
How many workspaces can a user have?
Users can belong to multiple workspaces subject to fair use.
Who can access workspace settings?
Only workspace owners have access to modifying Workspace Settings.
What happens if a workspace owner leaves?
Another owner must be assigned beforehand. If no owner is available, contact support for assistance.
Can workspaces share data?
No, each workspace is isolated, ensuring data security and privacy.
Can we migrate from another performance tool?
In many cases, yes. Teams commonly migrate data such as feedback history, 1:1 notes, and goal/review records as part of onboarding. Contact support to confirm scope and migration format for your workspace.
What integrations are available in a workspace?
ClarityLoop supports collaboration, delivery, and HR integrations (for example Slack, GitHub, Jira, Linear, Confluence, HiBob, and others). See the Integrations docs for setup and connector-specific details.
Next steps: