Workspace Setup

Your Beam workspace is where your team collaborates on AI agent automation. Whether you’re creating a new workspace or joining an existing one, setup takes just minutes.

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Navigate your workspace

The workspace home shows your agents and a chat composer for asking Beam to perform tasks or brainstorm. Use the workspace navigation to open Skills, Projects, Inbox, Tasks, Agent templates, Integrations, and Views.

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Understanding Workspaces

A workspace is your team’s dedicated environment for building and managing AI agents. Each workspace keeps your team’s agents, tasks, and integrations completely separate from other organizations using Beam. What’s Included:

• Team member access and permissions
• Shared agents and workflows
• Integration connections
• Task execution history
• Workspace-level settings

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Creating Your Workspace

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Access Workspace Creation

1. Click the workspace dropdown in the top-left corner
2. Select “Create or Join Workspace”
3. Click the “Create workspace” tab

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Configure Workspace Details

Workspace Name (Required):

• Choose a descriptive name like “Engineering Team” or “Customer Success”
• Appears in workspace dropdown for all members
• Can be changed later in settings

Domain (Optional):

• Enter your company domain (e.g., yourcompany.com)
• Beam automatically fetches your company logo
• You can upload a custom logo instead

Icon:

• Automatically generated from workspace name
• Displays in the workspace selector

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Create and Invite Members

1. Click “Create workspace” button
2. Workspace created in 2-3 seconds
3. Optionally add team member emails to invite them now, or skip to invite later from workspace settings

You can add member emails at this step or click Continue to invite them later:

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Joining an Existing Workspace

If you’ve been invited by a team member, follow these steps.

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Check Your Invitation

You’ll receive an email with:

• Workspace name and organization
• Your assigned role
• Access link or password login instructions
• Invitation expiry (typically 7 days)

Authentication Methods:

• Magic Link: Click link in email (most common)
• Password Login: Use email + password if magic links are blocked

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Access Join Workspace

1. Navigate to Beam platform
2. Click workspace dropdown in top-left
3. Select “Create or Join Workspace”
4. Click “Join workspace” tab

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Accept Invitation

1. Review workspace name and inviting user
2. Confirm role and permissions
3. Click “Join [Workspace Name]”
4. Access provisioned in 2-5 seconds

Verify Success:

• Workspace appears in top-left dropdown
• Can see workspace agents
• User role displays in profile settings

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Troubleshooting

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Inviting Team Members

To invite people once the workspace exists:

1. Open the workspace dropdown and select Settings
2. Open the Access tab and stay on People
3. Select Invite members
4. Enter the email addresses, choose the Role those people should hold, and select Send invite

Everyone you invite receives an email and appears in the People list with a Pending invitation badge until they accept. They join by following the steps in “Joining an Existing Workspace” above. The role you pick decides which agents that person can reach and what they can do with them. Member is filled in for you unless you change it. To build roles of your own, see Roles and Permissions.

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Next Steps