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Workspaces

Version: 1.3 | Last updated: 2026-09-14

A workspace is your shared environment in Bluebox. One is created for you automatically when you sign up. You can create additional workspaces, invite teammates, and switch between them from the workspace menu. Everything in Bluebox (findings, investigations, connections) belongs to a workspace.

Because each workspace has its own web address, you can open different workspaces in separate browser tabs and work in them side by side. Each tab stays on its own workspace, so switching workspaces in one tab never changes what the others are showing.

Workspace owners manage membership and can invite or remove members. If you're added to a workspace, a small blue dot appears on your profile and in the workspace menu until you open it for the first time.

Owners and members​

A workspace has two roles. Members work in the workspace: they create investigations and chats, and they see their own work plus whatever has been shared with them. Owners do all of that and manage the workspace itself: inviting and removing people, changing roles, managing connections and tokens, and deleting the workspace. An owner can also open and edit any investigation or chat in the workspace, including private ones, and that access is audited.

Because ownership is that broad, Bluebox asks you to confirm before granting it. Note that a new owner has the same powers you do, which includes changing your role or removing you.

Owners change roles from Settings → Users & sharing. You can't change your own role or remove yourself (use Leave workspace instead), and a workspace always keeps at least one owner, so the last one can't be removed or demoted until someone else is made an owner.

When someone asks to join​

If you're a workspace owner, the notification tray in the header tells you when someone has asked for access, so nobody has to keep a settings page open to find out. The request comes with Approve and Decline right there, plus a link to Settings → Users & sharing — which lists everything still waiting and shows the message the person sent with their request.

Only owners see these. Nobody else in the workspace can act on a request, so putting it in front of them would cost them attention for a decision they can't take — and hand them the requester's email address along the way.

That's the only membership notification. Everything else — someone joining, an invitation declined or expired, a member removed, a role changed — is a fact you can read off Settings → Users & sharing whenever you need it, and nobody has to answer it, so the tray stays quiet.

If you don't see the tray, notifications aren't switched on for your workspace yet.

When someone is removed​

Removing a member takes effect immediately: they're signed out of that workspace and any routines they scheduled there stop running. Their investigations and chats stay in the workspace, and anything they shared stays visible to the people they shared it with. You can invite them back later, and they get their work back, but their scheduled routines stay off until someone turns them back on, and they count against the workspace member limit again.

Your default workspace​

If you work in more than one workspace, you can pick one to open by default. In workspace settings, open the workspace you want and turn on Open this workspace by default. Bluebox remembers the choice across sign-ins, so opening Bluebox without a specific link takes you straight there. To go back to no fixed default, turn it back off.

When you open Bluebox, it decides where to land in this order:

  • A workspace link in the address bar wins: that tab opens exactly the workspace the link names.
  • Otherwise, your default workspace, if you set one.
  • Otherwise, the workspace you used most recently.
  • Otherwise, if you belong to just one workspace, that one.
  • Otherwise, Bluebox shows a chooser so you can pick.

If your default or most-recent workspace is no longer available (you left it, or it was removed), Bluebox ignores the stale choice and shows the chooser instead of sending you somewhere you can't open.

Give the agent workspace instructions​

When it is available for your workspace, workspace settings offer a place for owners to add free-form instructions that apply to every chat and investigation in the workspace, for example explaining how your environments are set up, or a convention specific to your team. Bluebox follows this guidance alongside its own safety rules, and every member sees the same instructions applied. Leave it blank and nothing changes. If you do not see this section, it is not enabled for your workspace.

Workspaces you haven't opened yet​

When you're added to a new workspace, a small blue dot appears on your profile at the bottom of the sidebar, and the same dot shows next to that workspace when you open the workspace menu. It's a one-time signal that you have a workspace you haven't looked at yet. Open the workspace once and its dot clears for good. If you belong to more than one new workspace, each keeps its own dot until you visit it.

How shared workspaces work​

The first time you open a workspace you don't own, Bluebox shows a one-time welcome that names the workspace and its owner and explains how sharing works there:

  • Everything you create (investigations, chats) starts private: hidden from other members, not secret. Nothing you create becomes visible to teammates until you choose to share it.
  • Sharing an investigation is an explicit action, and it grants read-only access. A member you share with can view and comment, but can't change it.
  • Only an investigation's owner or the workspace owner can edit, archive, or otherwise change it.
  • The workspace owner has audited access to every investigation in the workspace.
  • A chat is private to whoever started it until they share it, and sharing a chat grants read-only access just like an investigation.

You can reopen this explanation anytime from the workspace menu: select How this shared workspace works.