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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 Workspace in the top left

  2. Click + New

  3. Enter a Workspace Name and optional description

  4. Click Create Workspace

Invite Users to the Workspace

  1. Click the gear icon in the bottom left

  2. Click Access & Identity on the left, then +Invite Users in the upper right

  3. Create an Invite Group — select the Workspace and Role for this batch of Users

  4. Enter email addresses and click Send Invites

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

Add Existing Users to a Workspace

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

  1. Go to Settings

  2. Under Frim, click Access & Identity

  3. Find your User, and click Edit next to the User

  4. Click +Add Workspace, add their Role, and click Save

Add Project Filters

Configure project filters specific to this workspace:

  1. Go to Settings → Workspace → Project Filters

  2. Click +New Filter

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

Create Detail Tags

Add workspace-specific tags for organizing details:

  1. Go to Settings → Workspace → Tags

  2. Click + New Tag

  3. Enter the tag name and click Create Tag, and click Save

Upload Projects to the Workspace

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

  1. Click Details in the top navigation

  2. Click + New detail

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

  4. 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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