Set up and manage Connected spaces

12 min read

Who can use this

Available to:
Plus and Business workspaces
Managed by:
Workspace owners and admins
Designed for:
Projects and partnerships that span several independent workspaces
Member access:
Selected workspace members only; workspace guests cannot participate

Connected spaces let independent Baseplan workspaces—such as an event organiser, local authority, venue or delivery partner—work on the same plans while keeping control of their own subscriptions, members and content. Each workspace chooses which people and plans to share.

How Connected spaces work

The Overview brings participating workspaces, selected people and shared plans together in one place.

The workspace that creates a Connected space becomes the host and manages its name, invitations and lifecycle. Participating workspaces keep control of their own members and plans, including who can view or edit shared work.

Create a Connected space

Create the space from the workspace that should remain responsible for hosting it.

  1. Open Connected spaces

    In the workspace sidebar, choose Connected spaces. You need to be an owner or admin of an eligible Plus or Business workspace.

  2. Name the shared initiative

    Choose Create space, enter a clear name that every partner will recognise, then choose Create space again.

    Use a project or partnership name that makes sense outside your own organisation.
  3. Check the new space

    Hosting cannot be moved later. Check that the correct workspace is marked as Host before you invite partners.

Invite another workspace

Invitations are sent to an owner or admin, who then chooses which eligible workspace should join.

  1. Open the invitation form

    From the Overview tab, choose Invite workspace beside the connected-workspace list.

    Send the invite to someone who can manage the workspace you want to connect.
  2. Send the invite

    Enter the email address of an owner or admin in the partner organisation and choose Send invite. A pending invitation appears until it is accepted, revoked or expires.

  3. The recipient chooses a workspace

    The recipient follows the invitation, signs in and selects an eligible Plus or Business workspace where they are an owner or admin. Free workspaces and guest access cannot be used to join.

  4. Confirm the connection

    After acceptance, the workspace appears in the Overview. The host can invite more workspaces up to the plan limit.

Choose who can work in the space

Each workspace selects its own participants; joining a Connected space does not add every member automatically.

  1. Open People

    Choose the People tab. The list is grouped by workspace, so you can see who each organisation has selected.

  2. Add members from your workspace

    Choose Add person and select the workspace members who need access. Workspace guests are not available for selection.

  3. Set view or edit access

    Give each person Can view or Can edit access. Owners and admins can change access only for people from their own workspace.

    Every workspace controls access for its own selected people.

Add and work with shared plans

Workspace owners and admins choose which plans to share. Selected participants find them from Plans using the Connected plans filter.

  1. Open Plans

    Choose the Plans tab, then choose Add plan. You will only see plans owned by your current workspace that are not already in this space.

  2. Add a plan

    Select the plan you want to contribute. Other selected participants can open it when their workspace and individual permissions allow access.

  3. Find shared plans from Plans

    Open Plans from the workspace sidebar, then use the plan-view filter and choose Connected plans. Editors and other selected participants can open plans shared with their workspace here; they do not need access to Connected spaces settings.

    Selected participants open shared plans from Plans using the Connected plans filter.
  4. Stop sharing a plan

    A workspace owner or admin can remove a plan contributed by their workspace. The original plan is not deleted; cross-workspace access simply ends.

Who controls what

The host manages the shared space. Each participating workspace manages its own people and plans.

ActionWho can do itWhat changes
Rename the spaceHost workspace owner or adminThe shared name changes for everyone
Invite or remove a workspaceHost workspace owner or adminA workspace gains or loses access to the space
Add or remove peopleOwner or admin in that person’s workspaceOnly that workspace’s selected participants change
Add or remove a planOwner or admin in the plan’s workspaceThe original plan is shared or unshared
Leave the spaceParticipating workspace owner or adminThat workspace’s people and contributions lose shared access
Close the spaceHost workspace owner or adminCross-workspace access ends for every participant

Review changes and access

Activity records changes to workspaces, people and plans without exposing another workspace’s private member details.

  1. Open Activity

    Choose the Activity tab to review workspace connections, plan contributions and other changes in date order.

    Use Activity to understand when the shape of the collaboration changed.
  2. Check paused access

    If a participating workspace becomes ineligible, collaboration with that workspace is paused until its subscription is active again. Other eligible workspaces can continue working.

  3. Remove access deliberately

    Removing a person, plan or workspace takes effect across the Connected space. The underlying workspace membership and original plan remain unchanged.

Plan limits

Limits include active spaces and every active or invited workspace in a space your workspace hosts.

Workspace planActive Connected spacesWorkspaces in a hosted space
FreeNot availableNot available
PlusUp to 3Up to 5, including the host
BusinessUp to 15Up to 15, including the host

Frequently asked questions

No. The host workspace is fixed so governance stays clear. If a different workspace needs to host the collaboration, create a new Connected space from that workspace.