Team Workspaces

Team workspaces are a powerful collaboration feature in Forge that enables multiple projects and sites to be easily accessed by the whole team, with granular user access management and permissions managed by the team workspace admin.

Team Plans & Enterprise Feature: Team workspaces are available with Team Plans (with limited features) and Enterprise plans (with additional enterprise-specific features and benefits). Both provide significant advantages over individual user accounts for team collaboration.

Overview

Team workspaces represent a fundamental shift from individual user accounts to a collaborative, team-centric approach to managing Forge projects and sites. This feature is designed to streamline team workflows, improve project visibility, and provide comprehensive access control.

Plan Comparison

Team workspaces are available across different plan tiers with varying feature sets:

Team Plans

Team workspaces with core collaboration features for small to medium teams.

Included Features:

  • Team workspace creation and management
  • Basic user roles and permissions
  • Project organization and sharing
  • Team member management
  • Basic access controls
  • Company Domains (automatic user onboarding)

Enterprise Plans

Advanced team workspaces with enterprise-specific features and enhanced capabilities.

Additional Features:

  • All Team Plan features
  • Advanced role-based permissions
  • SAML SSO integration
  • Audit logs and compliance features
  • Enhanced security controls
  • Dedicated support

Key Benefits

Centralized Project Management

All team projects and sites are organized in a single workspace, making it easy to find, access, and manage resources across your entire team.

  • Unified project dashboard
  • Cross-project visibility
  • Simplified resource discovery
  • Consistent project organization

Granular Access Control

Team workspace admins can assign specific permissions to team members, ensuring everyone has the right level of access to projects and features.

  • Role-based permissions
  • Project-specific access
  • Feature-level controls
  • Time-limited access

Enhanced Team Collaboration

Team members can easily collaborate on projects, share resources, and work together more effectively with improved visibility and communication.

  • Shared project access
  • Team-wide notifications
  • Collaborative workflows
  • Resource sharing

Simplified User Management

Workspace admins can manage team members, permissions, and access controls from a centralized location, reducing administrative overhead.

  • Centralized user management
  • Bulk permission updates
  • User onboarding workflows
  • Access audit trails

Team Workspaces vs Individual Accounts

Feature Individual Accounts Team Workspaces
Project Access Limited to user's own projects Shared access across team
User Management Individual account management Centralized team management
Permissions All-or-nothing access Granular, role-based permissions
Collaboration Limited sharing options Full team collaboration
Resource Management Individual resource allocation Team-wide resource sharing
Administration Self-managed Admin-controlled with audit trails

Workspace Structure

Workspace Hierarchy

Team workspaces follow a hierarchical structure designed for optimal organization and access control:

Workspace Level

The top-level container that houses all team resources, projects, and members.

  • Workspace settings and configuration
  • Team member management
  • Global permissions and policies
  • Billing and subscription management

Project Level

Organizational units within the workspace that group related sites and resources.

  • Project-specific settings
  • Site collections
  • Project member permissions
  • Resource allocation

Site Level

Individual sites within projects that team members can access and manage.

  • Site-specific configurations
  • Deployment settings
  • Environment management
  • Performance monitoring

User Roles and Permissions

Workspace Admin

The highest level of access within a team workspace. Workspace admins have full control over all aspects of the workspace.

Permissions:

  • Manage workspace settings and configuration
  • Add, remove, and manage team members
  • Assign roles and permissions
  • Manage billing and subscriptions
  • Access all projects and sites
  • View audit logs and activity

Project Admin

Project-level administrators who can manage specific projects and their associated sites.

Permissions:

  • Manage project settings and configuration
  • Add and remove project members
  • Assign project-specific permissions
  • Manage project resources
  • Access all sites within the project
  • View project activity and logs

Developer

Team members who can develop, deploy, and manage sites within their assigned projects.

Permissions:

  • Access assigned projects and sites
  • Deploy and manage sites
  • Configure site settings
  • Manage environments
  • View site analytics and logs
  • Collaborate with team members

Viewer

Team members with read-only access to assigned projects and sites.

Permissions:

  • View assigned projects and sites
  • Access site analytics and reports
  • View deployment history
  • Read project documentation
  • No modification capabilities

Company Domains

Company Domains is a powerful feature that allows you to configure allowed email domains for your team workspace. When enabled, any user who registers a Forge account with an email address from a configured domain will automatically be added to your team workspace.

Team Plans & Enterprise Feature: Company Domains is available with both Team Plans and Enterprise plans, providing seamless team onboarding and access management.

How Company Domains Work

Company Domains streamlines the team onboarding process by automatically granting access to users with specific email domains:

1. Domain Configuration

Workspace admins configure allowed email domains in the workspace settings.

  • Add your company's email domains (e.g., @yourcompany.com)
  • Configure default roles for auto-joined users
  • Set up notification preferences

2. User Registration

When a user registers with an email from a configured domain, they're automatically added to the workspace.

  • User signs up with @yourcompany.com email
  • System detects the domain match
  • User is automatically added to workspace
  • Default role and permissions are assigned

3. Access Management

Workspace admins can manage auto-joined users and adjust their permissions as needed.

  • Review auto-joined users
  • Adjust roles and permissions
  • Monitor user activity
  • Remove users if necessary

Benefits of Company Domains

Seamless Onboarding

New team members are automatically added to the workspace when they register with their company email, eliminating manual invitation processes.

Reduced Administrative Overhead

Workspace admins don't need to manually invite each new team member, saving time and reducing administrative tasks.

Consistent Access Control

All users from the same domain get consistent access levels and permissions based on your configured defaults.

Enhanced Security

Only users with verified company email addresses can access the workspace, ensuring better security and access control.

Configuring Company Domains

To set up Company Domains for your team workspace:

  1. Access Workspace Settings: Navigate to your workspace settings in the Forge dashboard
  2. Company Domains Section: Find the "Company Domains" configuration section
  3. Add Domains: Enter your company's email domains (e.g., @yourcompany.com, @subsidiary.com)
  4. Configure Default Roles: Set the default role for users who auto-join via company domains
  5. Set Notifications: Configure whether you want notifications when new users auto-join
  6. Save Configuration: Apply your company domains settings

Managing Auto-Joined Users

Once Company Domains is configured, you can manage auto-joined users through the workspace admin interface:

User Review

  • View all auto-joined users in the workspace
  • See when users joined and their current roles
  • Review user activity and permissions

Role Management

  • Change user roles and permissions
  • Assign users to specific projects
  • Configure project-specific access

Access Control

  • Remove users from the workspace if needed
  • Suspend user access temporarily
  • Audit user permissions and access

Best Practices for Company Domains

Domain Configuration

  • Only add domains you control and trust
  • Consider adding subdomains if needed (e.g., @dev.yourcompany.com)
  • Regularly review and update domain configurations
  • Remove domains that are no longer in use

Default Role Assignment

  • Start with conservative default roles (e.g., Viewer)
  • Allow users to request elevated permissions
  • Regularly review and adjust user roles
  • Document role assignment policies

Monitoring and Maintenance

  • Monitor auto-joined users regularly
  • Review user activity and access patterns
  • Clean up inactive or unnecessary users
  • Keep domain configurations up to date

Getting Started with Team Workspaces

Setting Up a Team Workspace

  1. Choose Your Plan: Select between Team Plans (core features) or Enterprise plans (advanced features)
  2. Contact Forge Sales: Reach out to discuss your team workspace requirements and plan selection
  3. Workspace Configuration: Work with the Forge team to set up your workspace structure
  4. User Onboarding: Add team members and assign appropriate roles
  5. Project Organization: Create projects and organize your sites
  6. Permission Setup: Configure granular permissions for team members
  7. Training and Documentation: Provide team training on workspace features

Best Practices

Workspace Organization

  • Use clear, descriptive project names
  • Group related sites within projects
  • Establish consistent naming conventions
  • Regularly review and clean up unused resources

User Management

  • Start with minimal permissions and add as needed
  • Regularly review user access and permissions
  • Use role-based access control effectively
  • Document permission policies and procedures

Security and Compliance

  • Enable audit logging for compliance
  • Regularly review access logs
  • Implement least-privilege access principles
  • Train team members on security best practices

Migration from Individual Accounts

If you're currently using individual accounts and want to migrate to team workspaces:

1. Assessment Phase

Evaluate your current setup and identify migration needs:

  • Inventory existing projects and sites
  • Identify team members and their current access
  • Document current workflows and processes
  • Plan new workspace structure

2. Planning Phase

Develop a comprehensive migration plan:

  • Design workspace hierarchy
  • Define user roles and permissions
  • Create migration timeline
  • Plan for minimal disruption

3. Implementation Phase

Execute the migration with Forge support:

  • Set up new workspace structure
  • Migrate projects and sites
  • Configure user access and permissions
  • Test all functionality

4. Transition Phase

Complete the transition and optimize:

  • Train team members on new workflows
  • Monitor and optimize performance
  • Gather feedback and make adjustments
  • Document new processes

Support and Resources

Forge customers have access to support for team workspace setup and management based on their plan:

Team Plans

  • Standard Support: Email support for workspace setup and basic issues
  • Documentation: Comprehensive guides and tutorials
  • Community: Access to community forums and resources

Enterprise Plans

  • Dedicated Account Manager: Personal support for workspace configuration and optimization
  • Technical Support: Expert assistance with workspace setup and troubleshooting
  • Training Resources: Comprehensive documentation and training materials
  • Migration Assistance: Support for migrating from individual accounts
  • Best Practices Guidance: Expert advice on workspace organization and management
Ready to Get Started? Contact the Forge team to discuss your team workspace requirements and choose the right plan for your needs. Team workspaces can transform how your team collaborates and manages projects on Forge.

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