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Added and edited Workspaces to 3.0 (#14085)
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Co-authored-by: Bill Palombi <bill@prefect.io>
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stellardave and billpalombi committed Jun 20, 2024
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109 changes: 109 additions & 0 deletions docs/3.0rc/manage/cloud/workspaces.mdx
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---
title: Workspaces
description: Organize and compartmentalize your workflows with Workspaces.
---

A workspace is a discrete environment within Prefect Cloud for your workflows and related information.
For example, you can use separate workspaces to isolate dev, staging, and prod environments, or to provide separation between different teams.

## Get started with workspaces

When you first log into Prefect Cloud, you are prompted to create your own workspace.

![Viewing a workspace dashboard in the Prefect Cloud UI.](/images/workspaces1.png)

Select a workspace name in the navigation menu to see all workspaces you can access.

![Viewing all available workspaces in the Prefect Cloud UI.](/images/workspaces2.png)

Your list of available workspaces may include:

* Your own account's workspace.
* Workspaces in an account you're invited to with Admin or Member access.

Your user permissions within workspaces may vary. Account admins can assign roles and permissions at the workspace level.

## Create a workspace

On the Account settings dropdown, select the "Create a new workspace" button to create a new workspace.

Configure:

* The **Workspace Owner** from the dropdown account menu options.
* A unique **Workspace Name** must be unique within the account.
* An optional description for the workspace.

![Creating a new workspace in the Prefect Cloud UI.](/images/workspaces3.png)

Select **Create** to create the new workspace. The number of available workspaces varies by [Prefect Cloud plan](https://www.prefect.io/pricing/).
See [Pricing](https://www.prefect.io/pricing/) if you need additional workspaces or users.

## Deleting a workspace

Deleting a workspace deletes all of its data including deployments, flow run history, work pools, and automations.

## Workspace access

Within a Prefect Cloud Pro or Custom tier account, workspace owners can invite other people as members, and provision [service accounts](https://docs.prefect.io/ui/service-accounts/) to a workspace.
A workspace owner assigns a [workspace role](https://docs.prefect.io/ui/roles/) to the user, and specifies the scope of permissions for the user within the workspace.

As a workspace owner, select **Workspaces -> Sharing** to manage members and service accounts for the workspace.
Previously invited individuals or provisioned service accounts are listed here.

![Managing sharing in a workspace in the Prefect Cloud UI.](/images/workspaces5.png)

### Invite members

To invite someone to an account, select the Members **+** icon. You can select from a list of existing account members.

Select a role for the user. This is the initial role for the user within the workspace.
A workspace Owner can change this role at any time.

Select **Send** to initiate the invitation.

### Invite service accounts

To add a service account to a workspace, select the service accounts **+** icon. You can select from a list of configured service accounts.
Select a Workspace Role for the service account.
This is the initial role for the service account within the workspace. A workspace owner can change this role at any time.

Select **Share** to finalize adding the service account.

### Remove a member or service account

To remove a workspace member or service account, select **Remove** from the menu on the right side of the user or service account information on this page.

## Transfer a workspace

Workspace transfer enables you to move an existing workspace from one account to another.

Workspace transfer retains existing workspace configuration and flow run history, including blocks, deployments, automations, work pools, and logs.

<Note>
**Workspace transfer permissions**

You must have admin privileges to initiate or approve a workspace transfer.

To initiate a workspace transfer between personal accounts, contact [support@prefect.io](mailto:support@prefect.io).
</Note>

From the three dot menu in the upper right of the page, select **Transfer**.

![Initiating a workspace transfer in the Prefect Cloud UI.](/images/workspaces6.png)

The **Transfer Workspace** page shows the workspace to be transferred on the left.
Select the target account for the workspace on the right.

<Tip>
**Workspace transfer impact on accounts**


Workspace transfer may impact resource usage and costs for source and target accounts.

When you transfer a workspace, users, API keys, and service accounts may lose access to the workspace.
The audit log will no longer track activity on the workspace.
Flow runs ending outside of the destination account’s flow run retention period will be removed.
You may also need to update Prefect CLI profiles and execution environment settings to access the workspace's new location.

You may incur new charges in the target account to accommodate the transferred workspace.
</Tip>
1 change: 1 addition & 0 deletions docs/mint.json
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"pages": [
"3.0rc/manage/cloud/index",
"3.0rc/manage/cloud/connect-to-cloud",
"3.0rc/manage/cloud/workspaces",
{
"group": "Manage users",
"version": "3.0rc",
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