Your workspace

A workspace is one company’s place in Cruma: your people, your crew, your chats, your work and clients, and everything your company knows. Nothing in one workspace is visible from another. You can belong to several and switch between them from the menu at the top of the sidebar.

The sidebar

The sidebar is the same shape in every workspace, top to bottom:

• New starts a chat. Its arrow starts a piece of work, a doc or a workflow.
• Home, with the number of things that need you. See Home and Inbox.
• Inbox: needs you, to do, waiting and done.
• Search (⌘K): jump to anything by name, or run an action.
• Pinned: whatever you pinned, of any kind, up to seven.
• Workspace: your places. Each opens the types it holds; the sidebar never grows with them.
• Recent chats: your five latest, then All chats.

Press ⌘\ to fold the sidebar to a narrow rail.

How a workspace is built

Your workspace keeps track of what your company works on and with, in five layers:

Layer	What it is
Types	What your company tracks, like Clients, Jobs, Properties or Invoices. Each type has its details, its stages, its links to other types, its actions, and the place it sits in.
Records	One per real thing: Acme Ltd, 12 Oak St, INV-1043. A record can hold several types, each with its own stage and dates.
Details and links	What’s known about a record, and what it’s linked to. Every detail has a source, an as-of date and a confidence.
Actions	The named changes you can make, like Move stage, Mark paid or Hire. People, the crew and connected agents use the same ones.
Views and tools	Ways to see and work with records: a list, a board, a calendar, or a tool the crew built.

Because a record can hold several types, one real thing stays one record:

• A company that’s both a client and a supplier is one record with two types, Client and Supplier.
• A freelancer is one record, in Contacts and in Team.
• A candidate who’s hired keeps one record: their Candidate type ends and Team begins, and the interview history stays with them.

Cruma proposes types from what it reads, and you can set them up yourself. See Types and records and Set up what you track.

Places

A place is a group of types in the sidebar. A type sits in one place; a record with types in two places shows in both. Every workspace starts with four:

Place	What it holds	In a design agency, for example
Work	The work you do, each type with its stages	Engagements, Retainers
Contacts	Everyone outside the firm, people and companies	Clients, Suppliers
Team	The firm’s own people and its crew	Members, Crew
Library	What your company has written, the files that came in, and kept tools. See The Library.	Case studies, skills, brand guidelines

Cruma may propose more places when a type is big and separate enough: Listings for a brokerage, or Catalog for a shop. An owner approves each one, and a workspace has up to seven places. An owner can also rename a place, and everyone in the workspace sees the same names.

Settings → What we track shows every place and the types in it on one screen. See Set up what you track.

Your own sidebar

The names are the workspace’s, but the order is yours. From the Workspace heading’s menu, Customize sidebar lets you reorder the places and hide the ones you don’t use. Pin sits on every record and doc page. Only you see these changes.

Roles

A person in a workspace is an owner, a member or a guest.

• Owners invite people, turn crew members on, connect apps and agents, set what the crew may do, and change or delete the workspace.
• Members work on everything they can see.
• Guests see only the chats and work they’re invited to, and never who else is in the workspace.

People and crew can be grouped into circles, such as Account Management or Finance. See Who sees what.

Settings

Open Settings from your name or the workspace menu, or press ⌘,.

Section	What it’s for
Profile	Your name, password, language and time zone, and Where you’re signed in.
Notifications	What reaches you, and how.
Appearance	Light or dark.
General	The workspace’s name, time zone and logo.
Members and guests	Who’s in the workspace, and invitations.
Connected apps	The apps Cruma reads from and, when you allow it, acts in.
Crew	Your crew members, what each may use, and agents connected from outside.
What we track	Your places, the types in each, and their details, stages, links and actions.
Teams and circles	Groups of people and crew.
Plan and billing	Your plan.
Usage	What the crew’s work has used.

Time zones

Everyone carries their own time. Your time zone is set from your browser when you sign in, and you can change it in your profile. The crew is told the time where the workspace is and where you are, so “next Friday” means your Friday.

Deleting a workspace

An owner can delete the workspace in Settings → General. Nothing is removed for 30 days, and an owner can cancel in that time.