Teammates, organizations & workspaces
Invite people to your organization, switch between organizations you belong to, and group studies into workspaces.
Your top-level container in Strella is the organization. Inside an organization you can have workspaces (groups of studies) and teammates (people who can access studies).
Steps
- Invite a teammate
Only an admin of your organization can invite new teammates. Check Settings → Members: if you can see an Invite button there, you're an admin and can go ahead. If you don't see one, ask an admin to add the person for you.
From your organization sidebar, open the org switcher. Select Manage organization → Members → Invite. Enter their email. They get a sign-up link.
Every teammate in your organization can see every study in the organization. There's no per-study or per-workspace access control, so inviting someone as a teammate is what gives them access to your studies.
- Switch between organizations
If you belong to more than one organization, use the org switcher in the top-left to switch between them. Each organization has its own studies, billing, and integrations.
- Create a workspace
From the home sidebar, click Workspaces to see every workspace in your organization. Click Create workspace and give it a name (e.g. "Pricing research," "Onboarding studies"). You can assign new studies to the workspace.
A study belongs to exactly one workspace or to no workspace (the default "no workspace" bucket).
- Move studies between workspaces
On a study, Settings → Project overview → Workspace picks which workspace it's in. Move freely: moving doesn't lose any data.
- Group studies into folders
Inside a workspace, create folders to group its studies further (e.g. by quarter or client). Open the workspace and click the folder icon next to Create project, then name the folder. The folder appears as a card above the study list. Click it to see only that folder's studies.
Move a study into a folder from its ⋯ menu on the workspace page (Move to folder), or create a new study directly inside a folder. A study belongs to one folder or none, and folders don't nest (no folders inside folders). Moving a study to a different workspace clears its folder, since a folder lives in one workspace.
A folder must be empty before you can delete it. Deleting a folder never deletes its studies, which stay in the workspace.
- Archive a finished study
Archive a study to remove it from the main list without deleting it. Use the study's ⋯ menu and choose Archive. Archived studies go to the workspace's Archive. Open it from the Archive card above the study list and choose Unarchive to bring a study back. Archiving keeps every recording, transcript, and setting.
- Rename or delete a workspace
Hover a workspace in the sidebar and open its ⋯ menu for rename and delete options. You can only delete a workspace once it's empty (no studies in it). Move or archive its studies first. Deleting a workspace never deletes studies.
Tips
- Use workspaces by program, not by team. "Pricing research" stays accurate after a team reorganization. "Mei's studies" does not.
- Every workspace is listed in the home sidebar, each with its study count. The list scrolls when it outgrows the space, and Workspaces shows them all as cards.
- There's no per-workspace or per-study permission: every teammate in the org sees every workspace and every study. If you need isolation between teams, use separate organizations.
- Not sure if you're an admin? Open Settings → Members and look for the Invite button, or check whether you have an admin-only "Manage organization" area. If you don't, ask an admin to invite people on your behalf.