Canvasm Docs
Concepts

Organizations & workspaces

The account container your canvases and team live in, and how team access works.

A workspace is your team's account in Canvasm. It's the top-level container: everything you build — canvases, metrics, dashboards, connected data — belongs to one workspace, and access is decided at the workspace level.

What a workspace holds

  • Canvases — your metric maps (see Canvases).
  • The metric catalog — tracked metrics and their value series, shared across canvases in the workspace (see Metrics & sources).
  • Members — the people on your team, each with a role.
  • Connected data & API keys — connectors and keys are scoped to the workspace, so data never crosses between workspaces.

Team access: roles

Every member has a workspace role that sets what they can do:

RoleCan do
ViewerRead canvases and dashboards they're permitted to see
CommenterEverything a Viewer can, plus leave comments
EditorBuild and change canvases, metrics, and dashboards
AdminEverything, plus manage members, groups, and access policy

Roles decide what you can do. Which specific metrics you can see is a separate, finer layer — see Groups & visibility.

Roles vs visibility

A person can be an Editor and still not see every number: role controls capability, visibility controls which cards are shown. The two combine.

Project boundaries

Because data, metrics, and keys are workspace-scoped, a workspace is a clean boundary for a company or a business unit. If you run genuinely separate businesses, use separate workspaces.

Next steps

Learn the thing you'll spend the most time in: the Canvas. To manage who sees what, read Groups & visibility.

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