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Create Workspaces

This article offers admins a step-by-step guide to creating workspaces and inviting users, empowering you to manage workspaces efficiently.

Updated over 3 weeks ago

Pirros enables users to create tailored workspaces, each designed to house area- or discipline-specific details. This feature allows you to organize diverse sets of details across distinct workspaces, seamlessly invite team members to collaborate, and effortlessly generate additional workspaces as your business needs to grow—all while maximizing productivity and control.

To create a workspace, follow these steps below:

  1. Click on the downwards arrow at the top right corner of the screen next to your initials:

  2. Click + Create Workspace:

  3. Name the new workspace by typing in the Workspace Name field and add a description (optional):

  4. Click Create Workspace:

Invite New Users

Once you've created a new workspace in Pirros, the next step is inviting users. Here’s how to add them to your new workspace:

  1. Select the downward arrow in the top right corner, then click thegear icon:

  2. On the Settings page, click All Users on the left and Invite Users:

  3. Select which workspace you would like to invite the user to:

  4. Type the user's email address, select their role from the dropdown menu, and click Invite:

You can also add existing users to different workspaces from the settings page:

  1. Select the downward arrow in the top right corner, then click thegear icon:

  2. Under Workspace Settings click Users:

  3. The system displays a list of users in the current workspace you're viewing, along with users from other workspaces. Scroll to Users in other workspaces to view those users.

  4. Click Add to workspace in front of the user you wish to add:

  5. Select their role and click Add to workspace:

Add Project Filters

Set up project filters for your new workspace to easily pinpoint specific details in the Details tab. Add all relevant filter options for this workspace, noting that these filters apply only to it. Users not assigned to this workspace (per the previous steps) won’t have access to view or use them.

  1. Select the downward arrow in the top right corner, then click thegear icon:

  2. Click Project Filters under Workspace Settings on the left:

  3. Click New Filter at the top right:

  4. Add a Filter Name and Content Type and click Save:

Create Detail Tags

Create new detail tag types tailored to your new workspace to streamline the process of assigning tags to details within the Details tab, making it effortless to organize and locate them. These tags are exclusively designed for this workspace, meaning users who aren’t assigned to it (as detailed in the prior steps) will not be able to view or apply them:

  1. Select the downward arrow in the top right corner, then click thegear icon:

  2. Under Workspace Settings, click Detail Tags and + New Tag:

  3. Name the tag and click Create Tag:

Upload Projects

Once you launch your new workspace, it becomes a clean, powerful canvas ready to be transformed. After assigning users, configuring project filters, and adding new tags, it’s time to supercharge your workspace by loading it with project-specific details tailored just for this environment.

This workflow walks you through seamlessly uploading new details to unlock the full potential of your workspace. Best of all, these details stay exclusive to this workspace—keeping your data secure and out of reach for users in other workspaces who are not on the team.

  1. Click Details at the top navigation bar:

  2. Select + Add Details:

  3. You can drag and drop Revit files if you have them saved on a server, or you can click Autodesk to log into your ACC account and upload details from there:

  4. Click Upload once you select the models to be uploaded.

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