Workspaces
A workspace is your private environment in FORJ. Everything you build — strategies, data sources, alerts, backtests — is scoped to a workspace. You can have multiple workspaces for different projects or trading approaches, depending on your plan.
First Workspace
When you first sign up, FORJ prompts you to create your initial workspace before you can access the dashboard. This workspace is yours — you're its Owner with full control.
Accessing Workspace Management
Open the Account modal from the sidebar (click your avatar), then select the Workspaces tab. From here you can:
- Switch between workspaces
- Create new workspaces
- View and manage workspace members
Switching Workspaces
Click Switch next to any workspace in your list. The dashboard reloads to show that workspace's strategies and data.
Creating Additional Workspaces
If your plan allows it, you can create additional team workspaces from the Workspaces tab:
- Scroll to Create New Workspace.
- Enter a name (1–32 characters — letters, numbers, spaces, hyphens, underscores).
- Click Create.
The new workspace starts empty. You will be its Owner.
Workspace limits by plan:
| Plan | Workspaces Owned |
|---|---|
| Free | 1 |
| Pro | 2 |
| Team | 4 |
| Enterprise | 10 |
Managing Members
Workspace Owners and Admins can invite and remove members from the current workspace. The Members section appears below the workspace list in the Workspaces tab.
Inviting a Member
- Enter the user's email address (they must already have a FORJ account).
- Select a role: Viewer, Editor, or Admin.
- Click Send Invite.
The invitation is sent as a pending invite — the user receives an in-app notification and must accept before gaining access to the workspace.
Pending Invitations
Pending invitations are listed below the current members. Admins and Owners can cancel a pending invitation at any time.
Accepting or Declining an Invitation
When you receive a workspace invitation, it appears in the Pending Invitations section at the top of your Workspaces tab. From there you can:
- Accept — you immediately join the workspace with the assigned role
- Decline — the invitation is dismissed; the admin can resend it later if needed
Removing a Member
Click Remove next to any member. Owners cannot be removed — ownership must be transferred first.
Usage Indicators
The bottom of the Workspaces tab shows current usage for the active workspace:
- Members — how many member slots are occupied
- Strategies — how many strategies have been created
- Data Sources — how many data sources are connected
Each indicator shows your current count against your plan's limit. The bars turn amber when you approach the limit and red when you've reached it.
Role Hierarchy
| Role | Permissions |
|---|---|
| Owner | Full control — manage members, billing, all settings |
| Admin | Manage most settings, invite/remove members (below their level), manage data sources |
| Editor | Create and edit strategies, alerts, and alert subscriptions |
| Viewer | Read-only access to all workspace data |
Admins can only assign or remove roles below their own level. Only Owners can assign the Admin role.
Workspace Isolation
Each workspace is completely isolated:
- Strategies in one workspace cannot see or access another workspace's data
- Data sources are scoped per workspace
- Alert subscriptions and deliveries are workspace-specific
- Usage limits are tracked per workspace based on your plan
- Member lists are separate — a user can be an Owner in one workspace and a Viewer in another