Setting Up Your Workspace

A workspace is your team's central hub for managing contracts. Here's how to set it up.

What is a Workspace?

A workspace is a shared environment where your team can:

• Upload and manage contracts
• Share access with team members
• Organize contracts into folders
• Generate reports and analytics

Your First Workspace

When you sign up and take your first action (uploading a contract or creating a draft), DealView automatically creates a Default Workspace for you. You can:

• Rename it to anything you want (e.g., your company name)
• Invite team members to collaborate
• Create folders to organize contracts

Creating Additional Workspaces

If your plan supports multiple workspaces:

1. Go to Settings → Workspaces
2. Click Create Workspace
3. Enter a name (e.g., "Legal Contracts", "Vendor Agreements")
4. Choose visibility settings
5. Click Create

Inviting Team Members

Add colleagues to your workspace:

1. Go to Settings → Team Members
2. Click Invite Member
3. Enter their email address
4. Select a role (see below)
5. Click Send Invitation

They'll receive an email with instructions to join.

User Roles

DealView offers three standard roles:

Folder Structure

Organize contracts using folders:

1. Navigate to Contracts
2. Click New Folder in the sidebar
3. Name your folder (e.g., "Q1 2026", "Vendor NDAs")
4. Drag contracts into folders

Folder Permissions

On Professional+ plans, you can set folder-level permissions:

• Restrict access to specific team members
• Create department-specific folders
• Maintain confidentiality for sensitive contracts

Workspace Settings

Configure your workspace in Settings → Workspace:

• Name - Update the workspace display name
• Notifications - Set default notification preferences
• Default Folder - Where new uploads go
• Branding - Custom logo (Enterprise plans)

Multiple Workspaces

If your plan supports multiple workspaces, use them to:

• Separate departments (Legal, Sales, HR)
• Isolate client-specific contracts
• Manage different business units
• Create staging/production environments

Best Practices

1. Start small - Begin with one workspace, expand as needed
2. Define roles clearly - Assign minimum necessary permissions
3. Create folder structure - Plan organization before bulk upload
4. Document conventions - Share naming conventions with your team
5. Review access regularly - Remove departed team members promptly