The product

Workspaces & team

A workspace is the home for one brand: its boards, its files, its guidelines, its agent connections. This page covers how workspaces keep brands separate, who can do what inside one, what counts against your plan's seats, and why one client's campaign can never see another's.

Workspaces

Everything in Plainpaper lives inside a workspace. Every board, card, file, guideline block, and agent connection belongs to exactly one. The working rule is simple: one workspace per brand. You switch between them in the app sidebar, and the board list, Assets, and guidelines all change with the switch.

For a consultant running three brands, that means three fully separate worlds. Each client gets its own boards, brand guidelines, and agent connections. Nothing leaks between them, not even a color palette or a draft. If your agent is connected to more than one workspace, it's worth making that separation explicit at the start of a session:

Copy-paste prompt
You may be connected to more than one Plainpaper workspace. Before you write anything, tell me which workspace and board you're about to work in, and never reuse guidelines, assets, or copy from one of my brands in another.

Members & roles

Invite people into a workspace with one of three roles:

Viewer
Read-only. A viewer can follow the board live as cards appear and statuses change, but can't touch anything. Ideal for a client or a founder who wants to watch.
Editor
Reads and writes: creates cards, edits content, moves work through the board.
Owner
Everything an editor can do, plus managing members and workspace settings.

The platform itself enforces these permissions rather than relying on hidden buttons. Even if a viewer somehow submitted an edit, the system would refuse the write. The interface hides what you can't do as a courtesy; the enforcement sits underneath it.

What counts as a seat

Your plan's people limit counts every human member across the workspaces you own, whatever their role. Three things follow from that sentence:

  • A viewer takes a seat. A client watching a board counts the same as a colleague editing it.
  • Agent connections never take a seat. Connect Claude to every workspace you own; your people count doesn't move.
  • Joining someone else's workspace costs you nothing. Only workspaces you own count against your plan. Being invited into a client's workspace never touches your own limit.

The per-plan limits live on the Plans & billing page.

One library per workspace

Each workspace has one Assets library: your folders and deliveries, every file on every board, and the brand files from Guidelines. Boards draw on it, and a card can use any file in it, so the hero photo you uploaded for one campaign is right there for the next. A file never crosses into another workspace; a second brand starts with its own library.

Your data stays yours

Workspace isolation is enforced in the database itself, not just checked in application code. One workspace's boards, files, and guidelines are invisible to every other workspace: the database will not return those rows, full stop. If you're wondering whether a competitor's campaign sits on the same system as yours, that is the honest answer.

Two more boundaries worth knowing. Files sit in private storage and are never public files on the open web. And you can revoke the agent tokens that connect your agent to a workspace at any time from the Agents page; cut one off and that connection is dead immediately. More on tokens in Connect your agent.