How to Create and Switch Workspaces in Qualz.ai: Complete Guide

Master workspace management in Qualz.ai – your guide to creating, switching, and managing multiple workspaces for organized research. Learn how to set up workspace environments, manage teams, and switch between different research projects.

Prerequisites

Workspace creation is gated by your plan's workspace allowance. If you don't see a "Create New Workspace" option in the workspace switcher, contact your account representative to add another workspace to your plan.

How to Create a New Workspace

Creating a new workspace takes a few short steps.

Step 1: Access Workspace Creation

1. Click your workspace name in the top-left corner
2. Select "Create New Workspace" from the dropdown
3. The Create New Workspace wizard opens

Don't see the option? Your current plan may not include additional workspaces. Reach out to your account rep to expand your allowance.

Step 2: Basic Information (3-Step Process)

Name and Description

Workspace Name:

• Enter a clear, descriptive name. Tip: Choose one that you or your team members can easily remember and intuitively recognize.
• Examples: "Client ABC Research" or "Healthcare Q1 2025"

Description:

• Provide a short description of what the workspace will be used for—its specific purpose. You can be as detailed as you like in this description."
• Example: "Customer satisfaction surveys for healthcare clients"

Click "Continue" to proceed.

Step 3: Choose Workspace Type

Team Workspace (Recommended):

• For small teams and collaboration
• Features: Team collaboration, shared studies, member management, advanced analytics
• Best for most users

Enterprise Workspace:

• For large organizations
• Features: SSO integration, custom workflows, dedicated support, advanced security
• Contact sales@qualz.ai to discuss Enterprise needs

Select Team and click "Continue".

Step 4: Configure Settings

Privacy Settings:

Choose "Workspace Only" (recommended):

• Studies are not visible by default
• Only workspace members can access research data
• Maximum privacy and security

Workspace Preview:

Review your configuration:

• Name – Verify it's correct
• Type – Team or Enterprise
• Privacy – Workspace Only

Step 6: Create Your Workspace

1. Review all settings in the preview
2. Click "Create Workspace"
3. The workspace is provisioned and you are taken to its dashboard

If your plan doesn't include additional workspaces, you'll be prompted to contact your account representative to add one.

Success! Your new workspace is ready.

How to Switch Between Workspaces

Switching workspaces is quick and simple. Use this when you need to switch from one workspace to another.

Step 1: Open the Workspace Switcher

1. Look at the top-left corner of your dashboard
2. Click on your current workspace name
3. You'll see your workspace initial, name, tier, and member count
4. A dropdown menu appears

Step 2: Click "Switch Workspace"

1. In the dropdown menu, click "Switch Workspace"
2. The "Available Workspaces" panel slides in from the right
3. All workspaces you have access to are displayed

Step 3: Select Your Target Workspace

In the Available Workspaces panel, you'll see:

• Workspace name and initial
• Your role (Owner, Admin, Member, or Guest)
• Member count (e.g., "2 members")
• Checkmark on your currently active workspace

To switch:

1. Click on any workspace you want to switch to.
2. The dashboard immediately refreshes
3. You're now working in the selected workspace

That's it! All your actions now occur within the new workspace context.