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Your Digital Office Structure

As introduced in the overview, the Organizational Structure is the official company-wide map for all work. It provides a shared, hierarchical view so everyone knows where to find different teams and processes. This structure is built from two simple components: 📂 Areas and ⏹️ Spaces.
Org Structure Pn

There is no one-size-fits-all approach to how you structure your org

Think of it like a digital filing cabinet:
  • An 📂 Area is the cabinet drawer, used to group related topics (e.g., “Finance Department,” “Marketing Projects”).
  • A ⏹️ Space is a specific folder inside that drawer, dedicated to a single project or process (e.g., “Q4 Budgeting,” “New Website Launch”).

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📂 Areas: Grouping Your Workstreams

An Area is a high-level container used to group multiple, related Spaces. The primary purpose of an Area is to bring organizational clarity. You can create Areas that mirror your company’s structure, such as departments, long-term initiatives, or client portfolios. As a manager, you can create new Areas and move Spaces between them to keep your digital workspace tidy and intuitive.

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⏹️ Spaces: The Live Work Environment

A ⏹️ Space is the most important concept in daily operations. It is the actual, live environment where your team collaborates to get work done on 🧊 Objects.
The most critical thing to remember is that every Space is created from a 📋 Function blueprint. The Space inherits all the logic—the Workflows, Data Fields, Automations, and Roles—that was designed in the Function. The Function is the plan; the Space is the real building where work happens.

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How to Create and Manage a Space

As a manager, one of your key tasks is to create and configure Spaces for your team. 
# Tutorial: Creating and Configuring a New Space

! Important: You must have the necessary permissions to create a Space within a specific Area.

## Section 1: Create a New Space

1.  **Navigate to an Area**
    From the main navigation panel, go to the `📂 Area` where your new workspace should live (e.g., "Projects Department").

2.  **Create from a Function**
    Click the `+` button or `Create Space`. This will open a library of available `📋 Function` blueprints. Select the one that matches your need (e.g., "Standard Project Plan").
    ![The Function library showing various blueprints like "Sales CRM," "Project Plan," etc.](https://via.placeholder.com/1200x600.png/000000/FFFFFF?text=Step%202:%20Select%20a%20Function)

3.  **Name Your Space**
    Give your `Space` a specific, descriptive name that your team will easily recognize (e.g., "2025 Website Relaunch Project").

## Section 2: Configure the Space

1.  **Navigate to Space Settings**
    Once the `Space` is created, click on its name, then find the `Settings` or `Members` tab.

2.  **Assign Users to Roles**
    This is the most crucial configuration step. You will see a list of the `Roles` that were defined in the `Function` (e.g., "Project Manager," "Team Member"). Your job is to map your actual `Users` and `Groups` to these `Roles`. This act is what grants them the correct permissions within this specific `Space`.
    ![The Role assignment screen in a Space, showing the user "Alice" being mapped to the "Project Manager" Role.](https://via.placeholder.com/1200x600.png/000000/FFFFFF?text=Step%202:%20Assign%20Users%20to%20Roles)

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Create Flexible Collaboration Rooms with Workspaces

The 📂 Area and ⏹️ Space hierarchy provides a clear, official map for your whole company. But what about projects that span multiple departments?This is where Workspaces provide powerful flexibility. A Workspace is a personal or team-based dashboard that lets you group shortcuts to ⏹️ Spaces, reports, and filtered views from across the entire organization—all in one place.For instance, you could create a “Q4 Product Launch” Workspace that pulls in:
  • The “Campaign Plan” ⏹️ Space from the 📂 Marketing Area.
  • The “Supplier Contracts” ⏹️ Space from the 📂 Finance Area.
  • A real-time report on development progress.
This doesn’t move or change the official location of those ⏹️ Spaces. It simply creates a convenient, cross-functional view for you and your project team, giving you a focused command center for a specific initiative.

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What’s Next?

You now know how to structure your team’s workspace by creating Spaces from Functions. The next step is to understand the daily activities that happen inside these Spaces.