A workspace holds everything for one company: its surveys, feedback, customers, users and subscription. Because nothing crosses between workspaces, the one you're in decides what you see. A single Simplesat login can belong to several workspaces, and you can switch between them without signing out, create new ones, and leave the ones you don't need.
What lives in a workspace
Each workspace keeps its own surveys, feedback, customers, users, team members, brands and integrations. It also has its own subscription, invoice history and billing contact, which means two workspaces on the same login are billed separately and can sit on different plans.
Every workspace also carries a Workspace ID, a short code that appears in the address bar while you're inside it and in the Workspace ID column on the workspaces page. It's the quickest way to tell us which of your workspaces a question is about.
Switch between workspaces
Open your profile menu.
Select Change workspace.
On the Simplesat workspaces page, select the workspace you want.
That page lists every workspace you belong to, with its Workspace ID and when you last opened it. The Log out button there signs you out of Simplesat entirely, not just the workspace you were in.
The name of the workspace you're in right now sits at the top of your profile menu.
Note: receiving a survey email or a scheduled report from a workspace doesn't add you to it. A workspace only shows up on your workspaces page once someone there adds you as a user.
Join your company's existing workspace
Signing up at Simplesat always creates a new workspace with you as its Owner. It isn't the way into one that already exists. Ask an Admin or the Owner of that workspace to invite you, then accept the invitation.
If you've already signed up and ended up on your own, ask a colleague to invite your address into the company workspace. Both workspaces will then show up under Change workspace, and the one holding your team's feedback is the one to keep. You can leave or delete the one you created.
The same thing happens after a company changes its email domain: signing in with the new address creates a new empty workspace, because that address has never been invited to the original one. The original still holds all of the feedback and is still registered under the old addresses. Invite the new address into it, then remove the old user.
Create a workspace
A separate workspace suits a separate organization, a distinct brand, or a test environment you want to keep away from live feedback.
Go to the Simplesat workspaces page.
Select New workspace.
Enter a name and select Create.
You become the Owner of the new workspace, and it starts on its own free trial, the same one a new signup gets. Plans are priced per workspace, so once that trial ends it needs a plan of its own, with its own subscription and invoices. Your existing workspace and its plan stay exactly as they are.
Leave a workspace
Leaving takes away your own access and nothing else. The workspace carries on for everyone in it, its feedback stays put, and your email address stays free to be invited anywhere else.
Go to the Simplesat workspaces page.
Select the three dots next to the workspace.
Select Leave workspace.
You'll also stop receiving that workspace's notification emails. Your Simplesat login stays, along with every other workspace on it, and getting back in later takes a fresh invitation from an Admin or the Owner.
Leave workspace shows up on any workspace you don't own. If you're the Owner, transfer ownership to someone else first and then you can leave.
Delete a workspace
Deleting a workspace removes it and everything in it: surveys, feedback, customers, users and settings. Closing your Simplesat account means deleting the workspace. It's separate from canceling a subscription, which stops the billing and leaves your data where it is.
Currently, deletion isn't self-serve. To request one, contact us from the Owner's email address with the workspace name or its URL, and we'll confirm once it's done. The request has to come from the Owner, and if the workspace belongs to someone else, you can leave it instead.
If the Owner has left your company, ownership moves to someone else first. Follow the steps in Recovering account ownership, and the new Owner then sends the deletion request.
Warning: deleting a workspace can't be undone. Export your feedback and customers first if you'll want them later.
Change your workspace name
The workspace name shows in the profile menu and on the workspaces page. Owners and Admins can change it.
Go to Admin → Workspace settings.
Edit Workspace name.
Select Update settings.
Everyone sees the new name right away.
Other names are set elsewhere:
The name on your invoices and receipts is Company name, under Billing details on the Billing page. Changing one name doesn't change the other.
The name and design your customers see on a survey come from the brand it uses, at Settings → Brands. That's also where you remove the "Sourced by Simplesat" link from the bottom of a survey.
The web address your surveys are served from is something we set up with you, because it needs a DNS record on your side.
Set your workspace time zone
By default, everyone sees times in their own local zone. Set one time zone for the workspace and your whole team gets the same dates and times, wherever they are. Owners and Admins can set it.
Go to Admin → Workspace settings.
Under Workspace time zone, open Time zone and choose your zone.
Select Update settings.
Everyone picks up the change on their next page load, so ask your team to refresh.
The workspace time zone drives your dashboards, feedback pages and reports, the date filters on all of them, and the hour scheduled reports go out. Daylight saving is handled for you, and anything already scheduled keeps its original send time.
Tip: exported timestamps read as UTC, while the date filter that selected the rows follows the workspace time zone. So to pull exactly one calendar day in your own zone, set the workspace time zone first, then filter to that day and export.
Set your week start day
Weeks start on Monday unless you change it. The setting decides what This week and Last week mean everywhere they appear: custom dashboards, survey dashboards, feedback views, reports, week groupings in charts and pivots, and any scheduled report built on those filters.
Go to Admin → Workspace settings.
Under Week start day settings, choose Monday or Sunday.
Select Update settings.
Changing it re-groups historical reporting too, and your feedback itself isn't touched.
Signing in when you belong to more than one workspace
You can only use the sign-in methods that every one of your workspaces allows. If one of them allows SSO only, that's how you'll sign in to all of them, including the ones that allow passwords.
Enforced SSO goes further. If any workspace you belong to requires SSO of its users, you'll sign in through SSO everywhere, including workspaces with no SSO set up at all. An Admin of the workspace that enforces it can exempt an individual user.
Troubleshooting
My subscription shows as expired but I'm paying
Check which workspace you're in. The name sits at the top of your profile menu.
Each workspace has its own subscription. An expired banner or an empty invoice list in one tells you nothing about the others, and a trial workspace you created months ago will show as expired once its trial runs out. Switch to the workspace you pay for and confirm the plan on its Billing page.
I keep landing in the wrong workspace
Signing in takes you back to the workspace you used last. Open your profile menu, select Change workspace, and pick the one you want. Your next sign-in will remember it.
A colleague can sign in and I can't
Your sign-in methods are the ones every workspace you belong to allows, so belonging to an extra workspace with stricter settings can take away a method your colleague still has. The sign-in screen names the methods that will work for you.
If it offers only SSO and you weren't expecting that, one of your workspaces enforces SSO for all its users, and an Admin of that workspace can exempt you.
An invitation says the email address is already in use
Being a user in another workspace never blocks an invitation, and leaving a workspace frees nothing up. The message comes from the workspace you're inviting into, so start there. If it keeps coming back, contact us with the address and we'll sort it out.
The times in the app are hours off, or my scheduled report only offers overnight slots
Either the workspace time zone is unset, leaving times to follow each person's browser, or it's set to a different zone from yours. Open Admin → Workspace settings, check Time zone, then refresh.
The dates on my export don't match the dates in my helpdesk
Exported timestamps are in UTC, and a response that reads as late evening in your helpdesk can read as the following morning in the export. It's the same moment shown in a different zone, and the dates Simplesat syncs into your helpdesk are in UTC too.
To line an export up with calendar days in your own zone, set the workspace time zone to that zone, then use the feedback date filter, which follows it.
My time zone change hasn't taken effect
Refresh your browser. The setting applies to everyone, and each person picks it up on their next page load.
FAQ
Can two workspaces be merged?
No. Data doesn't move between workspaces, and there's no merge process. Pick the workspace you're keeping, invite everyone into it, then leave or delete the other.
Can data be transferred between workspaces?
Not directly. Export the feedback and customers to CSV from the workspace that holds them, and contact us if you'd like help moving them across.
How many workspaces can I belong to?
As many as you need. There's no limit on joining or creating them.
Can I use the same email address in more than one workspace?
Yes. One login carries all of your workspaces, and leaving one has no effect on the others.
Does a second workspace cost extra?
Yes, once its trial ends. Every workspace carries its own subscription, so a test or development workspace you keep past its trial needs its own plan.
What happens to my feedback if I leave a workspace?
It stays in the workspace. Leaving takes away your access, and everything you contributed stays available to the people still in it.
Can each survey have its own time zone?
No. The time zone is set once for the whole workspace, and every survey, dashboard and report follows it.
Does changing our workspace name change our invoices?
No. The name on your invoices is Company name, under Billing details on the Billing page.