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Spaces

A Space is the shared area where a team manages operational work, Projects, people, settings, and branding.

Joining A Space​

  • Open the invitation link sent to your email.
  • Sign in or create an account with the invited email address.
  • Review the invited role and access, then accept the invitation.
  • Praxsys opens the relevant Space, Project, or accessible Opportunity after acceptance.

Pending invitations are available from Account Settings → Manage Spaces. Authorized Admins can resend an invitation or copy its link when email delivery is delayed.

Creating A Space​

First-time onboarding creates an active Personal Space. After entering it and completing the Beta 1 welcome, the creator can review an optional Explore plans for your Space offer or continue with Personal.

The New Space flow begins with plan selection: Personal, Pro, or Business.

Personal creates an active Space immediately. Pro and Business continue through checkout and become active after billing confirmation. A pending paid Space can be resumed or discarded from Manage Spaces when its state allows it.

See Settings And Plans for limits and billing behavior.

Access And Identity​

Praxsys keeps these concepts separate:

  • Access Level determines Admin, Editor, or Guest capability.
  • Member Type describes a person's relationship to the Space, such as Admin, Collaborator, or Client.
  • Project access, Opportunity assignment, and explicit Client sharing determine which work a non-Admin can reach.
  • A Client Profile association adds business context but does not grant access.

The primary Admin is the Space owner and retains unique authority for billing, destructive Space lifecycle actions, and other explicitly restricted settings.

Switching And Managing Spaces​

Every Space member can open the Space switcher, including when they have only one Space. Its New Space and Manage actions open Space creation and Account Settings respectively. Manage Spaces contains active Spaces, pending invitations, pending paid setup, and archived Space recovery where available.

The Spaces landing page helps you continue into an available Space or recover unfinished setup. Use Manage Spaces for normal Space management.

Archiving a Space moves you to another active context when possible. Restoring or permanently deleting a Space remains limited to the appropriate lifecycle authority.

Use the header search to find accessible Projects, Tasks, Packages, and Requests by title or name in your current Space. Enter at least two characters. Results are grouped by type and open the relevant Project or details panel.

Use the arrow keys to move through results, Enter to open one, and Escape to close search. Refine the query when a group has more matches than it can show.

Search excludes archived and deleted work, comments, Journal notes, file contents, and Sales records. Outside a Space, choose a Space first. Search within a collection remains separate.

Branding​

Every Space has a default logo and highlight color. Pro and Business Spaces can customize those values when the active template allows Space branding.