Workspaces in Tribe give you a clear, real-time overview of your relationships, activities, and key information in one place. They help you stay organised, prioritise your work, and keep track of what matters most to you and your team. You might use workspaces to monitor tasks, follow progress, or share data with colleagues. By following this guide, you will learn how to access your workspaces, create new ones, collaborate with others, and personalise your experience.
Table of Contents
What Are Workspaces?
What Is My Workspace?
How Do I Create A New Workspace?
How Do I Collaborate With Colleagues Using Workspaces?
How Do I Set A Personal Background On A Workspace?
What Are Workspaces?
A workspace is a top-level area in Tribe where you and your team work with CRM data. Each workspace is organised around a specific purpose — such as managing sales activity, tracking contacts, or monitoring support — and can display your data in different view types depending on what you need.
Workspaces can be personal or shared with your team, making them useful for both individual planning and team collaboration.
Note: The word "workspace" has a single, consistent meaning in Tribe. It refers only to these top-level navigation areas. The views within a workspace — List, Pipeline, and Dashboard — are referred to separately as view types.
What Is My Workspace?
Tribe provides a number of standard dashboards based on the modules active in your environment. One of these is My Workspace, which acts as your personal workspace.
In My Workspace, you will find widgets such as open tasks and your calendar by default. These help you see what actions you need to take today or tomorrow. You will also see organisation and people widgets, which allow you to quickly explore related information.
By selecting items within a widget, you can open the underlying data and view more details.
How Do I Create A New Workspace?
You can create as many workspaces as you need, depending on your workflow and goals. When creating a new workspace, Tribe asks you to choose between two workspace types.
General Workspace A general workspace is a flexible, multi-purpose space that is not linked to a specific entity type. It displays a widget-based Dashboard view where you can add and arrange widgets to suit your needs. Use this type when you want a space that brings together different kinds of data — such as tasks, appointments, and activity overviews.
Entity Workspace An entity workspace is linked to a specific entity type in Tribe, such as Contacts, Organisations, or Support. Because it is tied to an entity, it supports multiple view types — you can switch between List, Pipeline, and
Dashboard view within the same space. Use this type when you want a dedicated workspace focused on managing records of a specific kind.
Follow these steps to create a new workspace:
Click the + New Workspace button in the navigation menu.
Select either General Workspace or Entity Workspace from the popover.
Complete the setup details and save.
Click the Star Icon next to a workspace to pin it to your menu for quick access.
Once created, you can add widgets that help you track progress, manage activities, follow budgets and hours, or store important documents.
Did you know? A tooltip is displayed next to the workspace title when hovering over it, explaining what type of workspace it is and how it is configured. This makes it easy to understand a workspace's setup at a glance.
How Do I Collaborate With Colleagues Using Workspaces?
Workspaces can be shared with colleagues so everyone can view the same information in one central place. This helps teams stay aligned, especially when working from different locations.
Every workspace has three access levels, which control who can edit, rearrange, or delete it, and who can only view it:
Owner: can view, edit the layout, add or remove reports, change the configuration, and delete the workspace.
Editor: can view and edit the layout, add or remove reports, and change the configuration, but cannot delete the workspace.
Viewer: can only view the workspace. The configuration fields are greyed out.
Follow these steps to manage access to a workspace:
Open the workspace you want to manage, click the 3-Dot Menu in the top right corner, and select Manage Workspace.
Navigate to the access list at the bottom of the panel. It shows the first three people with access, followed by a Show More option if there are additional people.
Enter the name or email address of the person you want to add.
Select their access level.
Click Add to give them access to the workspace.
Select Save.
Once you add someone, they receive a notification letting them know they now have access.
Note: You can copy the link to the workspace to easily share the workspace with a coworker. Using Copy Link only copies the workspace URL. It does not grant the recipient viewer access. You still need to add them through the access list for them to view the workspace.
For a full explanation of what each access level allows and how existing shared workspaces are handled, see How Do I Manage Access to Shared Workspaces?
How Do I Set A Personal Background On A Workspace?
You can personalise your workspace by setting a custom background image.
Follow these steps to upload your own background:
Click the User Icon at the top right of your Tribe environment.
Select Personal Settings.
Open your Employee Card.
Click Settings on the left.
Upload your background photo.
This change will apply to your workspace and help personalise your environment.
Quick Summary
Workspaces in Tribe give you a real-time overview of your work, tasks, and key data in one place. You can use standard workspaces, create your own in either General or Entity format, and share them with colleagues to support collaboration. You can also personalise your workspace by setting a custom background image.