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Create Workspaces

Organize your firm's content into separate workspaces by office, discipline, or division.

To organize your firm's details by discipline, office, or division, create separate workspaces. Each workspace has its own details, families, tags, project filters, and user list.

Prerequisite: You need the Admin role with Create Workspaces permission.

Create a Workspace

  1. Click the dropdown arrow next to your initials in the top right

The workspace dropdown in the top right of the Pirros interface, next to your initials. Click the arrow to expand the menu.

  1. Click + Create Workspace

The dropdown menu showing the + Create Workspace option along with your existing workspaces. Click it to start creating a new workspace.

  1. Enter a Workspace Name and optional description

The workspace creation dialog with the Workspace Name field and optional description. Enter a clear name like "Architecture" or "Structural Engineering."

  1. Click Create Workspace

The Create Workspace button at the bottom of the dialog. Click it to create the workspace. You'll be switched to the new workspace automatically.

Invite Users to the Workspace

  1. Click the gear icon next to your initials to open Settings

The dropdown showing the gear icon for Settings. Click it to open the Settings page where you manage users and workspace configuration.

  1. Click All Users on the left, then Invite Users

The Settings page showing All Users in the left sidebar and the Invite Users button. Click Invite Users to start adding team members.

  1. Create an Invite Group — select the workspace and role for this batch of users

The Invite Group setup showing workspace selection. Choose which workspace to invite these users to.

  1. Select the role for these users

The role selection dropdown. Choose Admin, Member, View Only, IT Administrator, or a custom role your firm has created.

  1. Enter email addresses and click Send Invites

The email entry field with the Send Invites button. Type each user's email address and click Send Invites. Users receive an invitation email to join this workspace.

To invite users to additional workspaces, click Add Invite Group and repeat:

The Add Invite Group button for creating additional invite batches. Use this to invite different users to different workspaces with different roles in one session.

Add Existing Users to a Workspace

To add users who already have Pirros accounts to a new workspace:

  1. Go to Settings

The Settings navigation showing the gear icon. Click it to access workspace and user settings.

  1. Under Workspace Settings, click Users

The Workspace Settings sidebar showing the Users option. Click it to see users in the current workspace and users from other workspaces.

  1. Scroll to Users in other workspaces and click Add to workspace next to the user

The user list showing users from other workspaces with the Add to workspace button next to each. Click it to add them to the current workspace, then select their role.

Add Project Filters

Configure project filters specific to this workspace:

  1. Go to Settings → Workspace Settings → Project Filters

The Settings page showing the gear icon dropdown. Click it to access Workspace Settings.

The Project Filters option under Workspace Settings. Click it to view and manage filters for this workspace.

  1. Click New Filter

The Project Filters page with the New Filter button in the top right. Click it to create a new filter for this workspace.

  1. Enter the Filter Name and Content Type, then click Save

The new filter dialog with Filter Name and Content Type fields. Choose Fill in the Blank (free text), Single Value from Dropdown, or Multiple Values from Dropdown. Click Save.

Create Detail Tags

Add workspace-specific tags for organizing details:

  1. Go to Settings → Workspace Settings → Detail Tags

  2. Click + New Tag

The Detail Tags settings page showing existing tags and the + New Tag button. Click it to add a new tag for this workspace.

  1. Enter the tag name and click Create Tag

The new tag dialog with the tag name field and Create Tag button. Tags created here are available only in this workspace.

Upload Projects to the Workspace

After configuring users, filters, and tags, upload project models:

  1. Click Details in the top navigation

The top navigation showing the Details tab. Click it to access the upload functionality.

  1. Click + Add Details

The + Add Details button in the top right of the Details page. Click it to start uploading models.

  1. Drag and drop Revit files, or click Autodesk to connect your ACC account

The upload interface showing drag-and-drop for local files and the Autodesk button for ACC/BIM 360 uploads. Details uploaded here stay exclusive to this workspace.

  1. Click Upload to begin processing

What Happens Next

After creating the workspace and uploading content, your team can switch between workspaces using the dropdown next to their initials. Content in each workspace is independent — details, families, tags, and filters in one workspace are not visible in another unless users are assigned to both.

Frequently Asked Questions

Q: Can a user belong to multiple workspaces?

A: Yes. A user can be assigned to any number of workspaces, with different roles in each. For example, an admin in the Architecture workspace and a member in the Structural workspace.

Q: Can I move details between workspaces?

A: Not directly. To share a detail across workspaces, download it from one workspace and re-upload it to the other.

Q: Do I need separate workspaces for each office?

A: Not necessarily. If offices share the same detail standards, use one workspace with an "Office Location" project filter instead. Create separate workspaces only when the libraries are fundamentally different. See Multi-Office and Multi-Discipline Setup.

Q: Can I delete a workspace?

A: Yes, admins with the Delete Workspaces permission can remove a workspace. This permanently deletes all content within it, so proceed with caution.

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