Spaces

Spaces organize teams, resources, and ownership boundaries inside a Octo instance.

Key concepts

Term	Definition
Instance	The top-level isolated environment for an organization or tenant.
Space	A scoped workspace inside an instance. Product records such as workflows, tools, contacts, dashboards, and interactions can be organized by space.
Active space	The space currently selected in the product context.
Space permissions	The access rights that control who can view, create, update, or delete spaces.

What you can do

Action	Description
Create a space	Add a new workspace inside the current instance.
Edit a space	Update a space name or description.
Delete a space	Remove a space when it should no longer be used.
Review history	Open a space history view to inspect recorded changes.

Create a space

Create a space when a team, customer, project, or operational boundary needs its own working context inside the same instance.

1. Navigate to Spaces.
2. Click Create Space.
3. Enter a Name.
4. Enter an optional Description.
5. Click Save.

Edit or delete a space

1. Navigate to Spaces.
2. Select the space name in the list.
3. Update the Name or Description, then click Save.
4. To remove the space, click Delete and confirm the deletion.

Deleting a space can make records scoped to that space unavailable. Review usage and related workflows before deleting a production space.

Spaces screens

The Spaces area includes a list, create form, space detail screen, and space history view. This page explains how to manage spaces across those screens.

Area	What you do there
Spaces list	Review spaces in the current instance.
Create Space	Add a new workspace inside the current instance.
Space detail	Update a space name or description, or delete the space.
Space history	Review recorded changes for a space.

FAQ

Why is Spaces a dedicated docs page instead of only an Account page? Spaces has its own product area with list, create, detail, delete, and history screens. Account docs explain how spaces relate to the larger instance; this page explains the day-to-day space management workflow.

Who can manage spaces? Users need the relevant Space permissions, such as view, create, update, or delete access.

Related pages

• Instances & Spaces - understand how spaces relate to the current instance
• Usage - review usage by space when billing data is available
• Users - manage team members who work inside the instance