Organizations and workspaces

This page explains organizations and workspaces: what they are, how to switch, and how to create, set up and delete a workspace.

The order is always the same: Organization → Workspace → Data Tables, data models and reports.

Organizations

An organization holds your workspaces, members, gateways and plan. There are two kinds.

	My org (personal)	Company organization
Who makes it	Fresco BI, the first time you sign in with a verified e-mail	The Fresco BI team, when it approves an Enterprise request
Plan	Free or Pro	Enterprise
Name	Always My org. It cannot be renamed.	The company name
Owner	You	The person named in the request

Other people in your My org see it as Org of followed by your e-mail.

Every person with a verified e-mail has exactly one My org. This includes people who join a company organization by invite: a person without an account signs up first, and gets a My org when they sign up.

Switch organization

1. At the bottom of the sidebar, click the Organization card.
2. Click the organization you want.

The plan, limits and members you see are always those of the organization that is open.

Open Organization settings

Owners and Admins manage the organization on the Organization settings page. It opens on its own page, outside the workspace sidebar. Back to (the workspace name) at the top takes you back.

1. At the bottom of the sidebar, click the Organization card.
2. Click Organization settings.

The left menu of the page has these sections:

Section	What it is for
Members	People, roles, invites. See Members and roles.
Workspaces	All workspaces, and deleting a workspace.
Authentication	Sign-in methods and required two-step verification. See Sign-in rules.
SSO	Company single sign-on. Enterprise, coming soon.
Embed	Switches for public links and authenticated embedding. See Embedding and appearance.
Custom branding	Logo, cover image and theme color. Enterprise.
Billing & usage	Plan, seats and usage. See Billing and usage.
General	Organization image, delete the organization, and a link to Trash and audit log.

The General section shows the organization name, its plan and its Organization id (click to copy).

Your personal settings are on a separate page, Account settings. See Profile.

Organization image

1. Open Organization settings and click General.
2. Click Change image and pick a PNG, JPEG or WebP file up to 1 MB.

The image shows on the Organization card. Remove image takes it off.

Delete an organization

Only the Owner can delete an organization.

1. Open Organization settings and click General.
2. In Delete organization, type the organization name.
3. Click Delete organization.

Every member loses access at once. The Owner can restore it within 30 days: on the Home page, under Deleted organizations, click Restore. After 30 days all data is deleted for good.

Caution

An organization that has data sources which need the Enterprise plan cannot be deleted in the app. Contact support to delete it.

Workspaces

A workspace is a folder for a team or a project. Data sources, Data Tables, data models and reports live in a workspace. Each person sees only the workspaces they belong to.

My workspace

Every member of an organization has one private workspace, My workspace. It is created for you the first time you enter the organization: in your My org, and in each company organization you belong to.

• Only you can use it. Organization Owners and Admins cannot see what is inside.
• It cannot be renamed or deleted, and you cannot add members to it.
• To let someone see one report, share that report with them. It is view only.
• It does not count toward the workspace limit of the plan.
• You cannot publish or embed from it. Move the report to a shared workspace first. See Embed a report.
• When you are removed from a company organization, your My workspace goes to the Trash with you, and comes back when you are restored. The person who removes you can move your content to a shared workspace first. See Members and roles.

Kiosk mode works in My workspace.

Switch workspace

1. At the top of the sidebar, click the workspace card.
2. Type in Search workspaces to filter the list.
3. Click a workspace.

Create a workspace

Only organization Owners and Admins create workspaces. You become the Admin of the new workspace.

1. Click the workspace card at the top of the sidebar.
2. Click Create workspace.
3. Enter a Name (up to 200 characters) and, if you like, a Description (up to 2000 characters).
4. Click Create.

The name must be unique in the organization. Upper and lower case count as the same name.

Workspace limits per plan

	Free	Pro	Enterprise
Workspaces	1	1	50

When the organization is at its limit, creating a workspace is refused. See Plans and limits.

Change a workspace’s name and description

You need the Admin role in the workspace.

1. Open the workspace.
2. In the sidebar, under Workspace, click Settings.
3. Change Name or Description.
4. Click Save changes.

On the same page, Change image sets the workspace image (PNG, JPEG or WebP, up to 1 MB).

To add people to a workspace, see Members and roles.

Delete a workspace

Only organization Owners and Admins delete workspaces. A workspace Admin cannot.

1. Open Organization settings and click Workspaces.
2. On the workspace row, click Delete.
3. Type the workspace name.
4. Click Move to Trash.

The workspace goes to the Trash with its Data Tables, reports and data sources. A message with Undo shows for a few seconds. You can restore the workspace within 30 days from Deleted workspaces on the same page, or from the Trash.

Delete is refused while:

• a refresh runs in the workspace. Try again when it finishes.
• a report in another workspace uses a Data Table of this workspace. Delete or move those reports first.

Questions

Why can’t I see Create workspace? Only organization Owners and Admins see it.

Why can’t I rename My org? A personal organization always keeps the name My org.

Why can’t I delete My workspace? It is your private space. It goes away only when you are removed from the organization (it is restored with you) or when your account is removed from the platform.

Someone left and their workspace has no Admin. What now? Organization Owners and Admins are Admin of every shared workspace. They can add a new workspace Admin.