Your workspace

Audience

A BOS user trying to understand "what is a workspace, exactly?", or someone who has access to more than one workspace.

A workspace is the BOS view of one PLANA Business Cloud tenant. It has an owner (usually the company that bought the subscription), a team of users with roles, its own URL, and its own data. If you work for one company, you have one workspace. If you are a consultant working with several companies, you might have access to several workspaces.

The relationship

Customer company
    │ owns
    ▼
Subscription (one per PLANA Business Cloud edition)
    │ has
    ▼
Workspace (one per subscription)
    │ surfaces
    ▼
Tenant Odoo (one per workspace, hosting the business data)

Most customers have one workspace — that workspace surfaces their one PLANA Business Cloud tenant. Some customers (groups, multi-entity businesses) have several workspaces, each surfacing a separate tenant.

Anatomy of a workspace

Attribute	Example	Where set
Slug	acme	Set at provisioning, immutable
Display name	"Acme Corporation"	Workspace owner can edit
URL	https://my.planapulse.ai/acme	Derived from the slug
ERP URL	https://acme.planapulse.app	Derived from the slug
Owner	One user with owner role	Set at provisioning
Members	Anyone the owner invited	Manage in Settings → Team
Edition	Starter / Pro / Enterprise	Set by the subscription
2FA requirement	On / Off	Set by owner in Workspace settings
Time zone	Europe/Sofia	Per-user override, workspace default
Language	English	Per-user override, workspace default
Currency	BGN	Workspace default; some views are multi-currency
Alert thresholds	Per-metric thresholds	Set by admins in Settings

The slug is the thing in the URL. Once set at provisioning, it does not change — the underlying tenant database name is the slug, and renaming would be a non-trivial migration. The display name is what BOS shows on screen; that is editable.

Member roles

Role	What it can do
Owner	Everything — including transferring ownership, deleting the workspace, changing the subscription
Admin	Manage team, edit settings, see all data, talk to all agents
Member	Talk to agents, see Dashboard / Alerts / Banking, view their own activity in the Execution log. Cannot manage team.

Roles in BOS are independent of roles in PLANA Business Cloud (Odoo). Someone can be a BOS Member but an Odoo administrator, or vice versa. The two systems each have their own access control because they answer different questions.

Recommended:

• Owner role for the founder / CEO / business owner — the person responsible for paying for PLANA
• Admin role for senior staff who need full BOS visibility
• Member role for everyone else who uses BOS day-to-day

Inviting a team member

Settings → Team → Invite new member

1. Enter their work email
2. Pick a role (Member by default; Admin if appropriate)
3. Click Send invitation

The invitee receives an email with a one-time link. They click the link, set up their PLANA account (or sign in if they already have one), and land in your workspace as a Member.

If 2FA is required, the invitee is prompted to set up TOTP on their first sign-in.

Removing a member

Settings → Team → click the member → Remove from workspace

This:

• Revokes their BOS access immediately (their pa_token is invalidated)
• Does not remove them from your PLANA Business Cloud (Odoo) — you must do that separately in Odoo's Settings → Users if you want to revoke their ERP access
• Does not delete any data they created in BOS (chats, executed actions remain in the audit log)

Switching workspaces

If you have access to more than one workspace, the workspace switcher appears in the TitleBar.

Click the workspace name in the top left → pick a different workspace from the dropdown → BOS reloads with the new workspace's data.

The switcher only shows workspaces you have an active role in. If someone removed you from a workspace, it disappears from the switcher immediately.

Multiple windows, multiple workspaces

Each browser tab can show a different workspace. If you have your laptop on two monitors, you can have Acme on the left and Beta Corp on the right. The two tabs do not share state — chats, tabs, period selectors are independent.

What happens to a workspace when …

The owner cancels the subscription

The workspace enters a 30-day grace period:

• BOS access remains for the owner (read-only after day 7)
• Members lose write access on day 1, read access on day 7
• The underlying PLANA Business Cloud tenant is suspended on day 7
• A full backup is created at day 0 and retained for the workspace's edition retention period (30 days / 90 days / 1 year)
• On day 30, the workspace and all its data are deleted

The owner can reinstate the subscription at any point during the grace period and everything resumes as if nothing happened.

The owner wants to transfer ownership

Settings → Team → existing admin → "Make owner"

The previous owner becomes an Admin. There can only be one Owner per workspace at a time.

A member leaves the company

The workspace owner / admin removes the user from the team. Optionally, they also remove the user from PLANA Business Cloud (Odoo), if they had ERP access. If the user had API keys they created, those keys are revoked automatically when the user is removed.

Workspace settings vs personal settings

Lives where	Examples
Workspace settings (admin only)	Display name, 2FA requirement, alert thresholds, integrations connected, branding
Personal settings (each user)	Time zone, language, default landing view, chat history retention

Personal settings override workspace defaults where it makes sense (time zone, language). Workspace settings always win where they apply (2FA on / off is global to the workspace).

Where to read more

• First login
• Tour of BOS
• Settings → Workspace — the editable settings
• Settings → Team — invite, role, remove
• Settings → API keys — workspace-scoped automation