Workspace Documentation

Manage multiple clients in isolated environments

Last updated: 2026-09-29 · 10 min read · ← Back to Docs

What is a Workspace?
Workspace Roles
Creating a Workspace
Credit Management
Client Portal
Workspace Templates

1. What is a Workspace?

A Workspace is an environment within your Priostack account dedicated to a single client or project. It groups that client's apps and team members, separate from your other workspaces. Billing is not split: every workspace draws on your account's single credit balance.

Every workspace includes:

Budget label - an optional budget cap you can record for the workspace. It is a label only: it is not enforced, and the workspace has no credit balance of its own.
Apps - BPMN process definitions, DMN decision tables, and task lists scoped exclusively to this workspace.
Connectors - integration routes and webhooks that only fire within this workspace's context.
Team - invite collaborators with workspace-scoped roles (Owner, Admin, Member, Viewer) without granting them access to other workspaces.
Domain - optionally assign a custom subdomain (e.g. acme.priostack.app) so your client accesses their portal at a branded URL.

Workspaces are the recommended unit of multi-tenancy for agencies, consultancies, and SaaS builders who manage separate clients under one Priostack account.

2. Workspace Roles

Each user in a workspace is assigned exactly one role. Roles are workspace-scoped - a user may be an Owner in one workspace and a Viewer in another.

Role	Manage apps & connectors	Invite members	Edit billing & budget	Archive / delete workspace	View-only access
Owner	Yes	Yes	Yes	Yes	Yes
Admin	Yes	Yes	No	No	Yes
Member	Yes	No	No	No	Yes
Viewer	No	No	No	No	Yes

The account owner who creates a workspace is automatically assigned the Owner role and cannot be removed from the workspace.

3. Creating a Workspace

The workspace creation wizard guides you through four steps. You can also create workspaces programmatically via POST /api/workspaces or clone an existing one with POST /api/workspaces/{id}/clone.

Name and colour.
Choose a workspace name (visible to your team) and pick an accent colour for the console sidebar. Optionally add a short description. These can be updated later.
Select a template (optional).
Pick one of the built-in templates to pre-load a starter set of process definitions and connectors suited to your use case. You can also start from a blank workspace.
Configure the client portal.
Enter the client's name, optionally upload their logo, and choose a custom subdomain. The client portal provides a read-only or interactive view depending on the roles you grant.
Record a budget cap (optional).
Note the credit budget you intend for this workspace. The cap is stored with PATCH /api/workspaces/{id}/budget and shown for reference; it is not enforced, and no credits move to the workspace.

4. Credit Management

There is one credit balance per account (per API key). Workspaces have no wallet: every charged call made with your key draws on that single balance, whichever workspace the work belongs to. The balance gains 100 free credits every day, which add up and never expire.

Budget cap

A budget cap is a number you record for a workspace with PATCH /api/workspaces/{id}/budget and a cap integer (in credits). It is a label only: nothing counts usage against it and nothing is refused when it is reached, so no workspace ever returns 402. A 402 Payment Required comes only from the account balance, when it cannot cover a charged call.

Top-up

Top up the account balance with a credit pack: small €5 for 5,556 credits, medium €20 for 22,223 or large €50 for 55,556, bought from the wallet (see pricing). Every workspace uses the new balance at once; there is nothing to transfer.

Auto top-up

Auto top-up is an account setting, not a workspace one: when enabled, it re-buys one of the same credit packs when the account balance falls to a threshold (20 credits by default). It charges a card only when live auto top-up is enabled on the server; otherwise it records what it would have bought.

Because all workspaces share one balance, a workspace that uses many credits leaves fewer for the others. Watch usage per workspace in the console, and keep the balance topped up.

5. Client Portal

A branded Client Portal with its own sign-in is not built yet. Today, give a client access by inviting them as a member of the workspace (POST /api/workspaces/{id}/members) with the role that fits.

What clients see

By default the client portal shows the workspace task list, active process instances, and a real-time dashboard of KPIs you have configured. Clients cannot access connector configuration, API keys, or billing details.

Branding

Upload your client's logo and set a primary brand colour in Workspace → Portal → Branding. The portal replaces all Priostack logos and uses your client's colours, giving a fully white-labelled experience when accessed at their custom subdomain.

SSO configuration

Single sign-on through a client's identity provider (SAML 2.0 or OIDC) is not built; SAML SSO is listed on the roadmap. Members sign in with their own Priostack account.

6. Workspace Templates

Templates accelerate onboarding by pre-loading a curated set of BPMN processes, DMN tables, connectors, and dashboard widgets into a new workspace. All template content is fully editable after creation.

Financial Services

KYC onboarding, AML screening, loan approval, and transaction monitoring process starters with compliance checkpoints.

HR

Employee onboarding, leave approval, performance review cycles, and offboarding workflows ready to connect to your HRIS.

Operations

Incident management, change request, vendor onboarding, and SLA tracking processes for internal operations teams.

Consulting

Client intake, project kick-off, milestone signoff, and invoice approval flows designed for professional services firms.

Ready-made apps, by Priostack and by other developers, are listed on the Exchange.

FAQ

Can I have multiple workspaces?

Yes. Workspaces are included for every account, at every scheduling priority tier (Free, Priority, Business and Always on). The tier changes only whose work starts first when the network is busy; capacity is the same everywhere, 5 agents and 5 spaces per account. You can view your current usage and limits at any time from pricing or the Account → Plan page in the Console.

How do I bill clients for workspace usage?

Priostack does not handle client billing directly. You are responsible for invoicing your clients outside of Priostack. The credit ledger export (GET /api/usage/export, CSV) lists every charge on your account line by line, which you can use to calculate your client invoice. Many agencies mark up credit costs or bundle workspace usage into a flat monthly retainer.

Can I transfer a workspace to another account?

Workspace transfer is currently a manual process handled by the Priostack support team. Contact support@priostack.com with the workspace ID and the target account email. The transfer preserves all process definitions, connectors, and execution history. Credits are not part of a workspace: they stay on the account balance.

What happens when I archive a workspace?

Archiving marks the workspace as archived; it does not stop running process instances, which keep drawing on the account balance like any other work. The workspace data is retained in full and can be restored at any time by unarchiving. Use POST /api/workspaces/{id}/archive to archive and POST /api/workspaces/{id}/unarchive to restore.

How many workspaces can I have per plan?

Tier	Per month	Workspaces	Capacity
Free	€0	Included	5 agents, 5 spaces
Priority	€29.90	Included	5 agents, 5 spaces
Business	€598	Included	5 agents, 5 spaces
Always on	€4,186	Included	5 agents, 5 spaces

The tier buys scheduling priority, not workspaces or credits: every account gains 100 free credits a day, which add up and never expire, and can top up with a credit pack. Because capacity is the same at every tier, changing tier never archives or deletes a workspace.