Manage, Edit, and Delete Workspaces
As your marketing campaigns scale and your business evolves, your team structures will change. Trimlink allows administrators to easily update workspace details, modify team access, switch between active environments, and permanently delete workspaces that are no longer needed.
Phase 1: Edit Workspace Information
You can update the core identity of your workspace at any time without disrupting your active links or analytics.
How to Edit
- Open your Dashboard.
- Navigate to Workspaces from the left sidebar menu.
- Locate the specific Workspace you want to update in the list.
- Click the Edit button (pencil icon).
What You Can Update
- Workspace Name: Rename the workspace if the project scope or client name changes (e.g., updating 2024 Promo to 2025 Promo).
- Description: Keep the description accurate so newly invited team members immediately understand the purpose of the environment.
Phase 2: Manage Access (Groups & Members)
Because roles are handled globally at the Organization level, managing access inside a Workspace simply means granting or revoking access for your existing Organization members.
Manage Groups
From the Edit Workspace screen, locate the Groups dropdown menu:
- Add Access: Select a new group from your Organization pool. Every member inside that group will immediately gain access to this workspace.
- Revoke Access: Uncheck or remove a group. All associated members will instantly lose access to this workspace (unless they are also assigned individually).
Manage Individual Members
From the Members dropdown menu:
- Add Members: Search for and select specific team members from your Organization who need access to this project.
- Remove Members: Uncheck users who have moved to different departments or no longer need to see this client's data.
Save Changes
After updating the information and access control, review your modifications and click Save. All updates and permission changes take effect immediately.
Phase 3: Switch Between Workspaces
If you are assigned to multiple Workspaces, you can seamlessly jump between them without needing to log out.
- Locate the Workspace Selector (found in the top navigation bar on desktop, or inside the sidebar menu on mobile).
- Click the selector to open your available list.
- Click the desired Workspace.
- Trimlink will instantly refresh your dashboard, securely loading only the short links, templates, and analytics that belong to the newly selected environment.
The "All Workspaces" Global View
If you are a Super Admin or Organization Owner, you will also see an All Workspaces option in this dropdown menu. Selecting this provides a global, aggregated view of all short links, custom domains, audit logs, and analytics across your entire Organization. Standard members will only see the workspaces they are explicitly assigned to.
Phase 4: Delete a Workspace
If a client contract ends or a massive campaign concludes, you can permanently remove the unused Workspace to keep your account organized.
How to Delete
- Open the Workspaces listing page from the left sidebar.
- Locate the Workspace you wish to remove.
- Click the Delete button (trash can icon).
- Review the security warning in the confirmation dialog box.
- Confirm the deletion.
Critical Data Loss Warning: Workspaces are strictly isolated data silos. Deleting a Workspace permanently destroys everything inside it. This includes all Short Links, Landing Pages, Collections, Templates, Custom Domains, Audit Logs, and Analytics associated with that specific environment. This action cannot be reversed. Always export your analytics and verify that the workspace is no longer needed before deleting it.
Workspace Best Practices
To keep your Trimlink account running smoothly as you scale, we recommend following these standard operating procedures:
- Strict Client Separation: Always create a separate, dedicated Workspace for different clients to ensure their data and custom domains never mix.
- Leverage Groups: For large teams, avoid adding users one by one. Assign entire Groups (like Sales or Marketing) to save time when onboarding new employees.
- Consistent Naming: Use a standard naming convention for your Workspaces (e.g.,
Client: Acme CorporInternal: HR Dept) so they are easy to search for. - Regular Access Audits: Routinely review the Members list in your highly sensitive workspaces and remove users who no longer require access.
Frequently Asked Questions
- Because workspaces are strictly isolated data silos, deleting a workspace permanently destroys everything inside it. This includes all Short Links, Landing Pages, Collections, Custom Domains, Audit Logs, and Analytics.
- No. Workspace deletion is a permanent, irreversible action. Once confirmed, the data cannot be recovered under any circumstances.
- No. Removing a user from a workspace simply revokes their access to that specific environment. They remain an active member of your broader Organization.
- Yes. Team members can be assigned to multiple workspaces based on their roles. They can seamlessly jump between their assigned environments using the Workspace Selector.
- Yes. If you have Organization-level permissions (like a Super Admin), you can choose 'All Workspaces' from the Workspace Selector. This provides an aggregated, global view of all assets and analytics.
- The 'All Workspaces' global view is exclusively available to Super Admins and Organization Owners. Standard members will only see the specific workspaces they have been explicitly assigned to.
- Access changes are immediate. As soon as you add or remove a Member or Group and click Save, their access to the workspace is instantly updated.
- On desktop, the Workspace Selector is in the top navigation bar. On mobile devices, tap to open the left sidebar menu to find the Workspace Selector.
- No. Workspaces are permanently bound to the Organization in which they were created. They cannot be transferred to a different billing account or Organization.