Team Workspaces

Team Workspaces are only available on Team and Enterprise plans.

Team Workspaces let multiple people contribute to a single source of truth and work in a shared environment, directly in Bezi.

Team Workspace members can create and edit Shared Pages, the shared hub for vision, standards, rules, and decision docs. Each member’s Bezi agent automatically references them to keep work consistent across the team.

Team Workspace structure

Team Workspaces live in a Team, the centralized place for managing licenses, roles, billing, usage and Workspaces. A Team can have multiple Team Workspaces. A Team Workspace’s existence and Shared Pages aren’t visible to anyone not on its Members List.

Every Team Workspace has the following:

• Workspace Members list; Each Member has equal ability to invite and remove people from the Workspace. Only Team Members can be Workspace Members
• Members; Each Member can view, edit, and create Shared Pages. Each member also has private data for their Bezi agent: Threads, Connections list, Rules and Private Pages
• Shared Pages; All Shared Pages in a Team Workspace, such as one defining UI Standards, can be viewed and modified by all Members (and their Bezi agents) in that Workspace

Shared and private materials

Information that’s specific to individual workflows isn’t shared across Team Workspace members. Threads, Connections, Rules, and Private Pages are private per member.

If you want to share a private material with all members (e.g. standardized rules or must-have Connections), tell Bezi to document it as a Shared Page.

Content	Visibility
Shared Pages	All Workspace members
Private Pages	You only
Threads	You only
Connections	You only
Workspace Rules	You only (applies to your threads)

Creating a Team Workspace

Being in the Team doesn’t automatically put someone in a Team Workspace. Make sure you invite people to collaborate with you.

1. Open your Team account

   Account settings > Subscription dropdown > select desired Team account 

   

   If you aren’t part of a Team org yet, follow these instructions to create one. 

2. Create a Team Workspace

   1. Open the Workspace dropdown, located at the top of the left sidebar
   2. Click New Workspace
3. Adding Team Workspace Members

   1. Open Workspace dropdown > Workspace Settings
   2. Select Workspace members
   3. Invite people to join the Team Workspace (must already be in the Team)

   An individual must have a seat in the Team before they can be added to any Team Workspaces. Follow these steps to add someone to the Team. 

4. Removing members from a Team Workspace

   1. Open Workspace dropdown > Workspace Settings
   2. Hover over the member’s name
   3. Select ... > Remove from Workspace

Updating an existing Workspace to a Team Workspace

You can move a personal Workspace into a Team in Workspace Settings. This will preserve all data in the Workspace including connections, Pages, Plans, and threads. Once it’s moved into a Team, it cannot be converted back into personal Workspace for security reasons.