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A workspace is a company account in Erstan, bound to one NetSuite environment (production or sandbox). You can belong to several workspaces and switch between them, and owners and admins manage who has access to each one.
The Workspaces page showing the current workspace and the create-workspace action

Workspaces

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Workspaces

Open the Workspaces page to see every workspace you can access, grouped into sections so you can find the right one quickly. Each row shows the workspace name, icon, and its NetSuite account ID (or NetSuite not connected), plus status badges where they apply:
  • Pending setup — onboarding is not finished; the row offers Continue setup.
  • Suspended — the workspace is inactive.
  • Sub-workspace — a workspace tied to a NetSuite sandbox, shown nested under its production workspace.
  • Has sandbox — a production workspace that has a sandbox sub-workspace beneath it.
Each workspace maps to a single NetSuite account. A production workspace and its sandbox sub-workspace appear together so you can keep test and live work clearly separated.

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Switch workspaces

1

Open Workspaces

Go to the Workspaces page from the workspace menu.
2

Find the workspace

Search by name, or browse the Current, Default, and Other workspaces sections.
3

Open or switch

Click Open on your current workspace, or Switch on another. A workspace that still needs onboarding shows Continue setup and takes you to the setup wizard.

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Create a workspace

Owners and admins can create a new workspace; regular members will not see the Create workspace button.
1

Start the dialog

On the Workspaces page, click Create workspace to open a three-step dialog.
2

Details

Set the Workspace Name, an optional Description, an optional NetSuite Account ID, and a workspace icon (a square image up to 256 KB).
3

Setup

Confirm the Beta plan. Other plans appear as Coming soon during the Beta.
4

Review and finish

Review the icon, name, description, NetSuite connector, and plan, then click Finish setup. The workspace is created and the onboarding wizard opens.
For the full onboarding walkthrough — naming, company details, connecting NetSuite, choosing an AI provider, and inviting teammates — see Setting up a workspace.

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People

Open the People page to manage the members of the current workspace. Each member has a role and a status. The members table lists everyone in the workspace:

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Roles

Owner

Full control of the workspace, including people and settings.

Admin

Manage people, create workspaces, and invite teammates.

Member

Use the workspace to chat, run agents, and review work.
Inviting people, editing roles, and removing members are shown to owners and admins only. Regular members will not see these controls.

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Invite a member

1

Enter an email

In the Invite by email row on the People page, type the teammate’s email address.
2

Choose a role

Pick Member or Admin.
3

Add member

Click Add member. The person appears in the table as Pending until they accept the invite and complete account setup.
Each member authorizes their own NetSuite user before agents can act on NetSuite data on their behalf. See Authorizing your NetSuite user.

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Change a role

Use the role dropdown in a member’s row to move them between member, admin, and owner.
  • You can only change the role of Active members.
  • Pending members cannot have their role changed until they accept the invite and finish setup.
  • You cannot change your own role.

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Remove a member

Removing a member is a careful step because their assigned work, owned content, and any automations that run under their identity need to be handled first.
Some agents are configured to run as a specific member — they execute under that person’s NetSuite identity and permissions. Removing the member can stop those automated runs from working. Review the impact and reassign before you confirm.
1

Start removal

Click the remove (trash) action on the member’s row.
2

Review the impact

The Remove workspace member dialog shows the member’s assigned work, owned content, and automation usage.
3

Pick a replacement

If they have work or content to reassign, Select a replacement member to transfer it to.
4

Handle run-as automations

Optionally turn on Disable run-as workflows owned by this member so automations no longer try to run under their identity.
5

Confirm

Click Remove member, or Remove and transfer if you chose a replacement.
You cannot remove yourself from a workspace. Ask another owner or admin to do it.

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Frequently asked questions

Creating workspaces and managing people are limited to owners and admins. If you need access, ask an owner or admin to change your role or invite the teammate for you.
A sub-workspace is tied to a NetSuite sandbox environment and is shown nested under its production workspace. The production workspace carries a Has sandbox badge and the sandbox carries a Sub-workspace badge, so you always know which environment you are working in.
They have been invited but have not yet accepted and finished account setup. Pending members can’t be assigned a different role until they complete setup.
The removal dialog summarizes their assigned work, owned content, and run-as automations. Choose a replacement member to transfer that work, and disable their run-as automations if needed, before confirming.

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Next steps

Setting up a workspace

Walk through the onboarding wizard end to end.

Connecting NetSuite

Link the workspace to your NetSuite account.

Authorizing your NetSuite user

Each member authorizes their own NetSuite access.

Teams overview

Organize people, agents, and work into focused teams.