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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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 additional members after workspace creation:

1. Navigate to workspace settings (workspace dropdown → Settings)
2. Select “Members” tab
3. Click “Invite users” button
4. Enter email addresses
5. Click “Send invitations”

Team members will receive email invitations and can join following the steps in “Joining an Existing Workspace” above.

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Next Steps