> ## Documentation Index
> Fetch the complete documentation index at: https://docs.planeconnection.com/llms.txt
> Use this file to discover all available pages before exploring further.
# How to Manage Workspaces
> Switch between workspaces, manage shared users across organizations, configure workspace branding, and control cross-organization visibility.
This guide explains how to manage multiple workspaces in PlaneConnection, including switching between organizations, managing users who belong to more than one workspace, and configuring workspace-level settings.
This feature requires **administrator** or **workspace owner** permissions. Changes made here
affect all users in your workspace.
**Who should read this:** Workspace administrators, account owners, and users who belong to
multiple organizations. Multi-workspace management is relevant to management companies, safety
consultants, and personnel who operate across flight departments.
**Prerequisites:** An active PlaneConnection account. At least one workspace where you have the
Admin or Account Owner role.
## Understanding Workspaces
A workspace in PlaneConnection represents a single organization -- typically a flight department, Part 135 certificate holder, or FBO. Each workspace has its own:
* Users and role assignments
* Safety reports, investigations, and CPAs
* Aircraft fleet and crew records
* FBO operations data
* Settings and configurations
* Billing and subscription
Workspaces are fully isolated. Data from one workspace is never accessible from another, even if the same user belongs to both.
## Switch Between Workspaces
If you belong to multiple workspaces, you can switch between them without signing out.
### Open the workspace switcher
Click the **workspace name** in the top-left corner of the sidebar. A dropdown appears showing all workspaces associated with your account.
### Select a workspace
Click the workspace you want to switch to. The page reloads with the selected workspace's data, navigation, and settings.
Your role may differ between workspaces. For example, you might be an Admin in one workspace and a
Safety Manager in another. The sidebar navigation and available features update automatically to
match your role in the selected workspace.
Bookmark workspace-specific URLs for quick access. Each workspace has a unique URL pattern:
`https://app.planeconnection.com//...`. You can navigate directly to a specific workspace without
using the switcher.
## Vanity Subdomains
Workspaces can optionally be accessed via a vanity subdomain (e.g., `skyline.planeconnection.com`). This provides a branded experience for your team.
### Configure a vanity subdomain
### Navigate to workspace settings
Go to **Settings > Workspace > General** in the sidebar.
### Set the subdomain
Under **Vanity Subdomain**, enter your desired subdomain prefix. Only lowercase letters, numbers, and hyphens are allowed.
### Save and verify
Click **Save**. The subdomain becomes active immediately. Share the URL with your team.
When users visit the vanity subdomain, the sign-in page displays your organization's name and logo (if configured), providing a branded entry point.
## Manage Users Across Workspaces
### Users in multiple workspaces
A single email address can be a member of multiple workspaces. Each workspace membership is independent:
| Aspect | Behavior |
| ----------------- | ----------------------------------------------------------------------------- |
| **Role** | Assigned independently per workspace. Admin in one, Pilot in another. |
| **Data access** | Scoped to the current workspace only. No cross-workspace data leakage. |
| **Settings** | Profile settings (name, avatar, 2FA) are global. Roles are per-workspace. |
| **Notifications** | Sent based on the user's role and notification preferences in each workspace. |
| **Audit trail** | Actions are logged per workspace. Each workspace has its own audit log. |
### Add a user who belongs to another workspace
Adding a user who already has a PlaneConnection account in a different workspace is the same as inviting any new user:
### Navigate to Members
Go to **Settings > Members** in your workspace.
### Invite the user
Click **Invite Member**, enter their email address, and select the appropriate role.
### User accepts
The user receives an invitation email. When they accept, the new workspace appears in their workspace switcher.
The user does not need to create a new account. Their existing credentials (password, 2FA, passkeys) work across all workspaces.
When inviting users who belong to other organizations, carefully consider the role you assign. A
safety consultant who needs read access to reports should receive the Auditor or Inspector role,
not Admin. Follow the principle of least privilege -- assign the minimum role required for the
user's function in your workspace.
## Workspace Branding
Customize your workspace's appearance so team members know which organization they are working in.
### Configure branding
### Navigate to workspace settings
Go to **Settings > Workspace > General**.
### Upload your logo
Under **Organization Logo**, upload your company logo. This appears in the sidebar, sign-in page (vanity subdomain), and exported reports.
### Set the display name
Enter your organization's display name. This appears in the sidebar header and workspace switcher.
### Save changes
Click **Save**. Branding changes appear immediately for all users in the workspace.
## Cross-Organization Visibility
By design, workspaces in PlaneConnection are fully isolated. However, certain roles and features provide limited cross-organization awareness:
### Platform Admin role
Users with the `platform_admin` role can access multiple workspaces for administrative purposes. This role is reserved for PlaneConnection support staff and is not available to end users.
### Shared crew members
If a pilot or crew member belongs to multiple workspaces (e.g., they fly for two operators), their profile data is independent in each workspace. Flight hours, certifications, and training records entered in one workspace do not automatically appear in another.
If you need crew records to be consistent across workspaces, export from one workspace and import
into the other. Automatic cross-workspace data synchronization is not currently supported to
preserve data isolation and privacy.
### Safety data isolation
Safety reports, investigations, CPAs, hazard registries, and SmartScore data are strictly workspace-scoped. This is a regulatory requirement -- each certificate holder's SMS data must be managed independently per 14 CFR Part 5.
## Create a New Workspace
Account owners can create additional workspaces for managing multiple operations or certificate holders.
### Open workspace settings
Click the workspace name in the sidebar, then click **Create New Workspace** at the bottom of the workspace list.
### Enter workspace details
Provide the workspace name, slug (URL identifier), and optional description. Select the modules to enable (Safety, Ops, FBO).
### Configure initial settings
Set up the FAA certificate details, address, and contact information.
### Invite initial members
Add the first users to the workspace by email. At minimum, designate an Accountable Executive and Safety Manager if the Safety module is enabled, as required by 14 CFR 5.23 and 5.25.
Each workspace is a separate billing entity. Creating a new workspace may affect your
subscription. Check your plan's workspace limits in **Settings > Billing** before creating
additional workspaces.
## Related
Workspace-level settings including organization profile and module configuration.
Invite users, assign roles, and manage members within a workspace.
All 24 platform roles and their workspace-scoped capabilities.
Subscription management and workspace billing.