Workspaces
A workspace is an isolated FORJ environment. Strategies, data sources, alerts, alert subscriptions, and backtests all live inside a single workspace and cannot reach across workspace boundaries.
Every FORJ account has one personal workspace that is created on first sign-in and cannot be deleted. Higher-tier plans add team workspaces that you own and can invite members into.
First Workspace
When you sign up, FORJ prompts you to name your personal workspace before you can use the dashboard. You are its Owner with full control.
Opening the Workspaces Tab
Click your avatar at the bottom of the sidebar, then select Workspaces. The Account modal opens with the Workspaces tab selected. From this tab you can switch workspaces, create team workspaces (if your plan supports them), and manage the members of the current workspace.
Switching Workspaces
Click Switch next to any workspace in Your Workspaces. The dashboard reloads against that workspace's strategies and data.
Creating a Team Workspace
If your plan permits more than one workspace, you can create additional team workspaces:
- Click New Workspace.
- Enter a name (1–32 characters; letters, numbers, spaces, hyphens, and underscores).
- Click Create.
You become the Owner of the new workspace. It starts empty.
Workspace Limits By Plan
Each plan controls how many workspaces you can own (including your personal workspace) and how many members each workspace can hold.
| Plan | Workspaces Owned (incl. personal) | Members Per Workspace |
|---|---|---|
| Free | 1 | 1 (solo) |
| Live | 1 | 1 (solo) |
| Operator | 2 | 2 |
| Desk | 5 | 5 |
Free and Live are solo plans. Team workspaces and member invitations become available on Operator and Desk.
Managing Members
Workspace Owners and Admins can invite, role-assign, and remove members of the current workspace. The Members section is only meaningful on plans whose Members Per Workspace limit is greater than 1.
Inviting a Member
- Enter the user's email address. The invitee must already have a FORJ account; if they do not, FORJ returns an error and asks them to sign up first.
- Choose a role: Viewer, Editor, or Admin.
- Click Send Invite.
The invitation is created as pending. The invitee receives an in-app notification and must accept it before joining the workspace.
You cannot assign a role equal to or above your own. Only Owners can grant the Admin role.
Pending Invitations
Pending invitations for the current workspace are listed below the member list. Owners and Admins can cancel a pending invitation at any time.
Accepting or Declining an Invitation
Invitations addressed to you appear in Pending Invitations at the top of the Workspaces tab. From there:
- Accept — you join the workspace with the assigned role.
- Decline — the invitation is dismissed; the inviting admin can re-send it later if needed.
Removing a Member
Click Remove next to any member. Owners cannot be removed; ownership must be transferred first.
Role Permissions
| Role | Permissions |
|---|---|
| Owner | Full control. Manage members, billing, and all workspace settings. Cannot be removed; ownership must be transferred. |
| Admin | Manage workspace settings, data sources, strategies, and alerts. Invite and remove members below their own level. |
| 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 fully isolated from every other workspace:
- Strategies cannot read or reach across workspace boundaries.
- Data sources are scoped per workspace.
- Alert subscriptions and deliveries are workspace-specific.
- Usage is tracked per workspace against your plan's limits.
- A user can hold a different role in each workspace they belong to — Owner in one, Viewer in another.