Creating and managing workspaces

Learn how to effectively manage your workspaces with this specialized guide. From creating new workspaces and adding essential business tools like plans and pitches to advanced management tasks such as transferring ownership or archiving workspaces, this section has everything you need.

It also covers how to handle downloads and reset your data, ensuring your workspace is always up to date and aligned with your strategic needs:

1

Setting Up New Workspace

2

Adding an Additional Workspace, Business Plan, or Pitch

3

How to Copy Business Plan?

4

Viewing All Downloads in the Workspace

5

How to Reset Business Plan?

6

How to Reset Finance Data?

7

How to Transfer Ownership of Your Workspace?

8

How to Archive and Restore Workspace?

9

How to Delete Workspace?