Creating a Workspace
Create and configure workspaces for your team
Creating a Workspace
Workspaces are the foundation of team collaboration in MongoDash. Each workspace provides an isolated environment for managing MongoDB connections, dashboards, and team members.
What is a Workspace?
A workspace is a collaborative environment where you can:
- Manage MongoDB connections - Add and configure database connections
- Create dashboards - Build visualizations accessible to your team
- Collaborate with team members - Invite colleagues with specific roles and permissions
- Control access - Define who can view, edit, or manage resources
- Organize projects - Keep different projects or environments separate
Each user can create multiple workspaces and switch between them seamlessly.
Creating Your First Workspace
Navigate to Workspace Creation - Click your profile icon in the top right - Select Create Workspace from the dropdown menu
Enter Workspace Details - Name - Choose a descriptive name (e.g., "Production Team", "Analytics Department") - Description (optional) - Add context about the workspace purpose
Workspace Naming Best Practices
Choose clear, descriptive names that reflect the workspace purpose:
Good Examples
- Production Team - For production database management
- Analytics Department - For data analysis and reporting
- Development Environment - For development and testing
- Client Portal - Acme Corp - For client-specific work
Avoid
- Generic names like "Workspace 1" or "Test"
- Abbreviations that team members won't recognize
- Names that don't indicate the workspace purpose
Include the environment type (production, staging, development) in workspace names to avoid confusion.
Initial Workspace Configuration
After creating a workspace, configure these essential settings:
General Settings
- Workspace Name - Update anytime from settings
- Description - Document workspace purpose and scope
- Timezone - Set default timezone for all team members
- Date Format - Choose preferred date display format
Default Preferences
- Query Limit - Default document limit for queries (default: 100)
- Auto-refresh Interval - Default dashboard refresh rate
- Theme - Light, dark, or system preference
Advanced Settings
Team- Custom Domain - Use your own domain for workspace access
- SSO Configuration - Enable Single Sign-On for team members
- IP Allowlist - Restrict access to specific IP addresses
Workspace Limits
Different plans have different workspace limits:
| Plan | Workspaces | Team Members | Connections |
|---|---|---|---|
| Free | 1 | 3 | 2 |
| Team | 5 | 25 | 10 |
| Business | Unlimited | 100 | 50 |
| Enterprise | Unlimited | Unlimited | Unlimited |
When you reach your workspace limit, you'll need to delete an existing workspace or upgrade your plan to create more.
Workspace Templates
TeamStart from pre-configured templates:
- Production Monitoring - Pre-configured for production database monitoring
- Analytics Team - Optimized for data analysis workflows
- Customer Support - Set up for support team database access
- Development Team - Configured for development environments
Transferring Workspace Ownership
Workspace owners can transfer ownership to another team member:
Only the current workspace owner can transfer ownership. This action cannot be undone without the new owner's cooperation.
Deleting a Workspace
Delete workspaces you no longer need:
- Navigate to Workspace Settings
- Scroll to Danger Zone
- Click Delete Workspace
- Type workspace name to confirm
- Click Delete Permanently
Deleting a workspace permanently removes all connections, dashboards, queries, and settings. This action cannot be undone.