Workspaces

A workspace is the box that holds everything you register in Smart Finance. Each user can belong to several workspaces, and the data in one never shows up in another.

Isolation model

User (email)
└── Workspace A
    ├── Company 1 (CNPJ)
    ├── Company 2 (CNPJ)
    ├── People (customers and suppliers)
    ├── Financial accounts
    ├── Categories
    ├── Classification centers
    ├── Payables
    ├── Receivables
    └── Transactions
└── Workspace B
    └── ...

No data crosses the boundary between workspaces. A workspace is the equivalent of an organization or a group of companies managed by the same person.

The screen

At /workspaces you get one card per workspace, not a table. Each card shows the name at the top and, below it, the list of companies it holds, under the Companies (N) label. The card for the active workspace stands out with a colored border.

Clicking the card switches to that workspace and takes you to the Dashboard — the same effect as the selector at the top of the application.

Create

Click New workspace and fill in the Name. That's the only field. The workspace is created right away, becomes the active one and shows up in the selector at the top.

While no workspace exists, the header button gives way to an invitation in the middle of the screen, with the same effect.

Rename

In the card's action menu (the three-dot icon), choose Edit. Only the name changes — there is no way to move companies from one workspace to another.

Switch

The selector in the header lists all of your workspaces. When you switch, every screen reloads with the data from the workspace you picked.

Deletion

danger

There is no safety catch. Deleting a workspace wipes everything inside it, for good. It doesn't matter how many companies, accounts or transactions it holds: the deletion goes through, the contents go with it, and there is no recycle bin and no undo.

This runs against what happens one level down, and it's worth knowing: a company with a single transaction, payable or receivable cannot be deleted — the system refuses and asks you to remove the records first. But deleting the workspace that holds that company works, and takes the company and all of its records along. The shortest path is also the most destructive one.

That's why the dialog is there for you to check before you sign. In the card's action menu, choose Delete:

1. The dialog counts what will be destroyed and mentions only what actually exists — companies, payables, receivables, transactions, people, financial accounts, reconciliations and audit logs:

   These go with it, permanently: 2 companies, 1 payable, 14 transactions.

   If nothing is attached, it says so: "It is empty — nothing is attached to it."

2. Right below, the reminder of what goes along without being counted: settings, attachments, schedules and import history.

3. To unlock the button, you type the workspace name. The text has to match exactly, uppercase and lowercase included. Only then does Delete workspace become clickable.

If the count can't be loaded, the dialog warns you — "We couldn't check what will be removed. Please verify before continuing." — and still requires you to type the name.

Deleting the active workspace clears the selection; pick another one in the selector at the top.