Your first workspace

A workspace is the unit of collaboration in Dalea. It contains your documents, your data schemas, and your inventory. Members of a workspace see and can operate on everything in it according to their role.

Rename the default workspace

When you sign up, Dalea creates a workspace called "Personal". Most teams immediately rename it to a study or programme code:

1. Open workspace settings

   Click the workspace name in the sidebar header → Settings.

2. Update name, icon and colour

   Pick something specific. IND-128 Discovery beats My workspace. The icon and colour appear in the sidebar workspace switcher and in the breadcrumb bar — visual differentiation matters once you join three or four workspaces.

3. Add a description

   A one-line description ("Lead optimisation for the EGFR programme; PK and tox leads.") tells future members who joins this workspace and why.

Invite your team

Workspaces support custom roles, but five built-ins cover most labs:

Owner

Full control, including delete and OAuth client management.

Data Engineer

Edit everything except workspace deletion or OAuth. Can change schemas with audit reasons.

Editor

Edit documents, comments, and data; cannot change schemas.

Commenter

Read documents and data. Add comments. No structural edits.

Viewer

Read-only.

Pre-flight checklist

Before you start filling the workspace with content, take 90 seconds to:

• Decide who has each role. Owner is for one or two people; Editor for everyday scientists; Data Engineer for whoever is allowed to change the schema.
• Decide what your projects will be. Projects (which we'll create in a moment) group documents and files. Keep them coarse — usually one per study or campaign.
• Pick a naming convention for studies. Something like <programme>-<modality>-<index> (e.g. EGFR-AB-007) helps you find things in three years.

What's next