The product

Workspaces & team

A workspace is the home for one brand: its boards, its guidelines, its tools, 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, asset, guideline block, workspace tool, 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, guidelines, and tools 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.

Workspace tools

Each workspace carries a curated palette of the external tools your agent uses for that brand: the send side of your marketing stack. Add built-ins like Brevo or ActiveCampaign from a gallery with one click, or add a custom entry for anything else you use. Each board then toggles which of the workspace's tools are active for it, so a brand-awareness board and an email board can run different stacks.

A tool entry's real payload is its guidance. That short brief teaches your agent how board content maps onto the platform: which card becomes a campaign there, and what an approved status means for hand-off. Your agent reads it with the board, so it knows how to hand work off without being told again each session.

!

Plainpaper stores no credentials for these tools. A tool entry holds guidance only, never API keys or logins. Your agent authenticates with each platform directly, through that platform's own connection, and nothing ships without your approval. See Connect your marketing stack for the setup.

Your data stays yours

Workspace isolation is enforced in the database itself, not just checked in application code. One workspace's boards, assets, 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. Assets 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 Claude & other agents.