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Workspaces

Workspaces are the working spaces of Financeiro Inteligente. Each user can belong to multiple workspaces, and all data (companies, people, accounts, documents) is isolated per workspace.

Workspaces list

Isolation Model​

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

No data crosses workspace boundaries. A workspace is equivalent to an organization or a group of companies managed by the same user.

Create a Workspace​

On the /workspaces screen, click New workspace and enter a name. The workspace is created immediately and appears in the selector at the top of the application.

Switch Between Workspaces​

The selector in the application header lists all user workspaces. When switching, all screens reload with the selected workspace's data.

Deletion​

A workspace can only be deleted when it has no linked data (companies, people, accounts, etc.). Deletion is permanent and irreversible.