Create a Workspace
Workspaces are the foundational environments inside Trimlink. They allow you to organize projects, clients, campaigns, and teams into strictly isolated, dedicated dashboards.
By creating distinct Workspaces, you ensure that specific teams only have access to the short links, templates, landing pages, custom domains, audit logs, brand customization, and analytics that are relevant to them.
Watch the demonstration video below or follow the step-by-step guide.
Video Demonstration
Getting Started
To build a new environment:
- Open your Dashboard.
- Navigate to Workspaces from the left sidebar menu.
- Click the New Workspace button in the top right corner of the Workspaces listing page.
- The Create Workspace dialog window will appear.
Phase 1: Workspace Information
Begin by defining the identity and purpose of this new environment.
1. Workspace Name (Required)
Enter a descriptive name that clearly identifies the purpose of the Workspace to your team.
- Examples:
Digital Marketing Team,Client: Acme Corp,Q4 Product Launch, orHR Department.
2. Description (Optional)
Provide additional information about the Workspace. Descriptions are highly recommended, as they help administrators and invited team members immediately understand what belongs in this environment.
- Example: "This workspace is exclusively for managing and tracking all digital marketing assets and ad campaigns for Client Acme Corp."
Phase 2: Assign Groups (Organization Level)
Inside Trimlink, roles, permissions, and groups are managed globally at the Organization Level. When creating a Workspace, you are simply granting those pre-existing organizational groups access to this specific, isolated environment.
Assigning a Group (Optional)
Use the Groups dropdown menu to select one or more pre-existing teams (e.g., the Marketing Team group).
- When a Group is assigned, every single member inside that Group instantly gains access to this Workspace based on their role-based or service-level permissions.
- This makes team management significantly easier as your company scales.
Important Note: If the Group you are looking for is not in the dropdown menu, a Super Admin must first create the group, assign team members to it, and configure its permissions in your top-level Access Control settings.
Phase 3: Assign Members (Organization Level)
Just like Groups, individual team members belong to your overall Organization. You can selectively pull individuals from your organizational pool and grant them access to this new workspace.
Assigning Individuals (Optional)
Use the Members dropdown menu to search for and add specific team members to the Workspace.
Once assigned, members can access the resources built inside this environment based on their specific role or service-level permissions. These resources include:
- Short Links & Analytics
- Collections
- Landing Pages & Templates
- Custom Domains
- Audit Logs & Brand Customization
Critical Security Note: Workspaces act as isolated data silos. A member assigned to "Workspace A" cannot see the links, templates, or analytics inside "Workspace B" unless they are explicitly assigned to both. This ensures complete data privacy for your clients and departments.
Phase 4: Finalize & Switch
After reviewing your configuration:
- Verify the Workspace Name and Description.
- Confirm you have selected the correct Groups and Members from your Organization.
- Click Save.
A success message will appear, and your new Workspace is immediately live.
How to Access Your New Workspace
To enter the environment you just created, look for the Workspace Selector (located in the top navigation bar on desktop, or inside the sidebar menu on mobile). Click the selector and choose your new Workspace from the dropdown list. You are now ready to start building Short Links, Templates, and Collections in your new environment!
Frequently Asked Questions
- Your Organization is your top-level account where billing, team members, groups, and global roles are managed. A Workspace is a smaller, isolated environment created inside that Organization to hold specific links, templates, and analytics.
- A Workspace is a secure, isolated environment with its own assigned team members. A Collection is simply an organizational folder created inside a Workspace to group specific links together.
- Team members and groups are managed at the Organization level. You must first create or invite the user to your Organization and set their roles and permissions. Once added to the Organization, they will appear in the Workspace assignment dropdowns.
- Workspaces are perfect for agencies managing multiple clients, or enterprises with distinct departments (e.g., separating the Sales team's data from the HR team's data) to ensure complete data privacy.
- No. You can create a Workspace just for yourself and assign Organization members or Groups later as your project grows.
- Yes. Team members can be assigned to multiple workspaces and can easily toggle between them using the Workspace Selector in the top navigation bar.
- No. Because Workspaces are strictly isolated environments for security purposes, assets (links, templates, analytics) cannot be transferred between them. They must be recreated.