Workspaces and Projects

Lunaris separates account-level collaboration from the content you work on. Workspaces contain projects; projects contain folders and items.

Workspace
├── Project
│   ├── Folder
│   │   └── Document
│   ├── Kanban board
│   └── Drawing
└── Project
    └── Uploaded file

Workspaces

A workspace groups projects, people, and shared settings. Use one workspace for work that belongs together—for example, your personal writing, a client team, or a company.

Workspace settings can include:

• workspace name and web address;
• members and their roles;
• available extensions;
• billing and plan details;
• workspace backups; and
• workspace activity.

Most accounts begin with a Personal workspace. It belongs to your account and does not support members. To collaborate, create a separate workspace and invite people to it.

Switch or create a workspace

On the Recent Projects page, select the workspace name in the upper-left. Choose another workspace from the list, or select Create new. A new workspace needs a name and a unique slug.

Select the settings button beside the workspace name to manage the active workspace.

Projects

A project is a self-contained body of work inside one workspace. Its folders, items, enabled extensions, sharing rules, and visibility stay together.

Good project boundaries are usually easy to name: a book, course, research topic, client engagement, or product launch. If two sets of content need different access or different tools, make them separate projects.

Project settings let permitted members rename the project, change a cloud project between Private and Shared, enable extensions, manage private access, or delete the project.

Folders and items

Folders organize a project’s tree. They can contain other folders or items. Items are opened as tabs or full-screen views and may be documents, boards, drawings, or uploaded files depending on the project’s enabled extensions.

Moving an item changes where it appears in the project tree. It does not move the item to another project or workspace.

Choose the right level

• Use a workspace when you need a separate group of people, extension catalog, billing boundary, or complete backup.
• Use a project when content belongs together and should share visibility and enabled tools.
• Use a folder when you only need to organize items inside one project.

Before creating a project, review Local, Private, and Shared Projects.