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What is a Workspace?

A workspace in Jinba Flow is your personal or team environment where you create, manage, and execute workflows. Think of it as your dedicated space for organizing all your automation projects, credentials, and configurations.

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Key Features of Workspaces

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Flow Management

  • Create and Organize Flows: Build multiple workflows within a single workspace
  • Version Control: Track changes and manage different versions of your flows
  • Flow Sharing: Share flows with team members or make them public
  • Flow Templates: Save and reuse common workflow patterns

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Credentials Management

  • Secure Storage: Store API keys and OAuth credentials securely
  • Service Integration: Configure credentials for various external services
  • Access Control: Manage who can access which credentials
  • Credential Organization: Organize credentials by service type or project

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Settings and Configuration

  • Workspace Settings: Customize workspace preferences and behavior
  • Team Management: Invite team members and manage permissions
  • Billing and Subscriptions: Manage your subscription plan and billing information
  • Usage Monitoring: Track credit usage and workflow execution statistics

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Files and Storage Management

  • File Storage: Upload, organize, and manage files in your workspace
  • File Sharing: Share files using temporary links or permanent URIs
  • Knowledge Bases: Create and manage vector databases for RAG systems
  • Output Files: Access files generated by workflow executions from the flow editor

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MCP Integration

  • MCP Server Setup: Configure your workspace as an MCP server
  • Flow Exposure: Expose your flows as MCP tools for use with LLMs
  • Parameter Configuration: Set up input parameters for MCP-enabled flows

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Workspace Types

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Personal Workspace

A personal workspace is your individual space where you can:
  • Create and manage your own workflows
  • Store personal credentials
  • Track your own usage and credits
  • Access all basic features

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Team Workspace (Enterprise)

Team workspaces provide additional collaboration features:
  • Shared Resources: Share flows, credentials, and configurations with team members
  • Role-Based Access: Assign different roles and permissions to team members
  • Team Analytics: View team-wide usage statistics and performance metrics
  • Approval Workflows: Implement approval processes for critical operations
  • Organization Management: Manage multiple teams and workspaces under one organization

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Getting Started with Your Workspace

  1. Access Your Workspace: Log in to Jinba Flow and navigate to your workspace dashboard
  2. Create Your First Flow: Use the Chat Panel, Graph Editor, or YAML Coding Panel to create workflows
  3. Configure Credentials: Set up API keys and OAuth connections for the services you want to use
  4. Upload Files (Optional): Upload files to your workspace storage for use in workflows
  5. Set Up MCP (Optional): Configure your workspace MCP server to expose flows to LLMs
  6. Monitor Usage: Keep track of your credit consumption and workflow executions

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Files and Storage

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File Management

Your workspace includes a Storage section where you can:
  • Upload Files: Store documents, data files, and other resources
  • Organize Files: Search, sort, and manage your file collection
  • Share Files: Generate temporary links or permanent URIs for file sharing
  • Use in Workflows: Reference files using permanent URIs (jinbaflow://{file-id})

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Storage Access

Access storage from the workspace sidebar:
  1. Click Storage in the sidebar
  2. Use the Files tab for file management
  3. Use the Knowledge Bases tab for vector database management

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Files in Workflows

Files stored in your workspace can be:
  • Referenced as Input: Use permanent URIs to reference files in workflow steps
  • Generated as Output: Save workflow results as files
  • Processed: Use file processing tools to extract, convert, or analyze content

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Knowledge Bases

Knowledge bases enable RAG (Retrieval-Augmented Generation) functionality:
  • Create Knowledge Bases: Set up vector databases for semantic search
  • Upload Documents: Add PDFs, DOCX, and text files for indexing
  • Automatic Processing: Documents are automatically chunked and vectorized
  • Vector Search: Use semantic search to find relevant information
For detailed information on building RAG systems, see Knowledge in Storage.

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Workspace Members and Roles

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Understanding Workspace Roles

Workspaces support different roles that determine what members can do:

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Owner

The Owner role has full access to the workspace:
  • Full Workspace Control: Manage all workspace settings and configurations
  • Member Management: Invite new members, remove members, and change member roles
  • Resource Management: Create, update, delete, and manage all flows, credentials, and files
  • Workspace Deletion: Can delete the workspace (requires at least one owner to remain)
  • MCP Configuration: Full access to MCP server configuration
  • Operation Logs: View operation logs and audit trails
Important: Every workspace must have at least one owner. You cannot remove the last owner from a workspace.

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Member

The Member role has standard access to workspace resources:
  • Flow Management: Create, run, update, and delete flows
  • Resource Access: View and use shared credentials and files
  • Limited Settings: Cannot modify workspace settings or manage members
  • No Member Management: Cannot invite or remove other members

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Viewer (Enterprise)

The Viewer role has read-only access:
  • View Only: Can view flows, credentials, and files but cannot modify them
  • No Execution: Cannot run flows or create new resources
  • No Settings Access: Cannot access workspace settings

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Adding Members to Your Workspace

To add members to your workspace:
  1. Navigate to Workspace Settings: Go to your workspace settings page
  2. Open Members Section: Click on the “Members” or “Team” tab
  3. Invite Member: Click the “Invite Member” button
  4. Enter Email: Enter the email address of the user you want to invite
  5. Select Role: Choose the appropriate role (Owner, Member, or Viewer)
  6. Send Invitation: The user will be added to the workspace with the selected role
Requirements for Inviting Members:
  • You must be an Owner of the workspace to invite members
  • The user must already have a Jinba Flow account (they will be found by email)
  • Your subscription plan must support the number of team members you’re adding
  • Enterprise plans have higher member limits

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Managing Member Roles

As a workspace owner, you can:
  • Change Roles: Update a member’s role at any time
  • Remove Members: Remove members from the workspace (except the last owner)
  • View Member List: See all current members and their roles
  • Monitor Activity: View member activity and usage statistics
Note: When you change a member’s role, their permissions are updated immediately. Be careful when removing owner access, as owners have critical permissions.

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Workspace Ownership

  • Initial Owner: The user who creates a workspace automatically becomes the first owner
  • Multiple Owners: You can have multiple owners in a workspace for shared management
  • Owner Requirements: A workspace must always have at least one owner
  • Transfer Ownership: You can promote other members to owner role, but cannot remove the last owner

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Workspace Best Practices

  • Organize by Project: Create separate flows for different projects or use cases
  • Use Descriptive Names: Name your flows and credentials clearly for easy identification
  • Regular Cleanup: Archive unused flows to keep your workspace organized
  • Monitor Credits: Regularly check your credit usage to optimize workflow costs
  • Secure Credentials: Never share API keys and regularly rotate them for security
  • Manage Access: Regularly review member roles and remove access for users who no longer need it
  • Role Assignment: Assign the minimum necessary role to members (principle of least privilege)