Manage workspaces

A workspace holds the endpoints, parameters, dashboards, and the rest of one site’s setup; see Overvis HMI overview. The workspace switcher and Workspace settings are described in Workspace list and settings. What each role can do is in Workspace roles.

Create a workspace

1. Open the workspace switcher in the header.
2. Select Create workspace.
3. Keep the suggested name, or enter a name of 1 to 100 characters.
4. Submit. The app switches to the new workspace, with you as its owner.

Set up a new workspace

1. Under Setup → Endpoints, add a connection for each device; see Configure endpoints.
2. Under Setup → Parameters, add a root branch, then parameters.
3. Under Setup → Dashboards, create a dashboard so that operators have a page to open; see Create and publish a dashboard.
4. Optional: to develop dashboard code on your computer, develop locally.

For a guided first run, follow the tutorial Build your first workspace. To let the assistant do the setup, select Set up your workspace with AI on the empty workspace.

Switch workspaces

1. Open the workspace switcher in the header.
2. Select the workspace.

The app remembers the choice in this browser and opens that workspace next time.

Set the timezone and location

You need the Editor, Admin, or Owner role. Automations use the timezone and location for time-of-day and sun triggers.

1. Open Workspace settings → General → Timezone and location.
2. Select the timezone, for example Europe/Warsaw.
3. Optional: choose the location on the map, or enter the latitude and longitude.
4. Save the settings.

To remove the location, select Clear location beside the coordinates, then save. Field rules are in Timezone and location.

Invite members

You need the Admin or Owner role.

1. Open Workspace settings → Members.

2. Enter the person’s email.

3. Choose a role:

   The person	Role
   Watches dashboards and must not operate equipment	View only
   Operates the plant: reads and writes live values	Operator
   Edits endpoints, parameters, Modbus maps, dashboards	Editor
   Also manages the team, settings, and stored data	Admin

   An invitation cannot make someone the owner. The workspace’s one owner also controls billing and deletion.

4. Send the invitation. It expires after seven days.

To send a pending invitation again with a new link, resend it. To cancel it, revoke it.

Change a member’s role or remove a member

You need the Admin or Owner role.

1. Open Workspace settings → Members.
2. Change the member’s role, or remove the member.

Nobody can change the owner’s role or remove the owner.

Rename a workspace

You need the Admin or Owner role.

1. Open Workspace settings → General.
2. Edit Workspace name and save.

Upload a logo and favicon

You need the Admin or Owner role. File limits are in Branding.

1. Open Workspace settings → General → Workspace logo.
2. For each theme, select Upload logo, then Choose image, and pick an SVG or PNG file.
3. Optional: under Favicon, select Upload favicon and pick an SVG or PNG file.

To remove a logo or the favicon, select the trash icon beside its upload button. If settings mark a logo as unavailable, select Remove logo and upload it again before you push other file changes.

Change automation limits

You need the Admin or Owner role.

1. Open Workspace settings → Limits → Automation limits.
2. Change the limits and save.
3. If the tab lists automations over the new limits, bring each within the limits the next time you edit it.

Limit SMS spending

You need the Admin or Owner role.

1. Open Workspace settings → Limits → SMS spending limit.
2. Enter a monthly amount in euros, or leave it empty for no limit, then save.

Develop locally

You need the Editor, Admin, or Owner role.

1. Open Workspace settings → General → Develop locally.
2. Select Copy command.
3. Run the command in an empty folder within 30 minutes. If it expired, reload the page for a new one.
4. Start the local app with the command that the pull prints.

The full procedure is in Pull a workspace. To send changes back, see Synchronize local changes.

Revoke a workspace API key

Each local copy of the workspace gets its own workspace API key when you pull it. Revoke the key of a local copy that should no longer reach the workspace. Editors revoke their own keys; admins and owners revoke anyone’s.

1. Open Workspace settings → CLI keys.
2. Select Revoke on the key, then Revoke key.

Resume a suspended workspace

1. Open the workspace. The suspension page says why it is suspended.
2. If its billing account is below the negative limit, top up the account or redeem a voucher; see Manage billing. As the owner, you can instead move the workspace to another billing account with Change billing account.
3. If an Overvis administrator suspended it, contact support@overvis.com.

Leave a workspace

Every member except the owner can leave.

1. Open Workspace settings → Members.
2. Select the leave action and confirm.

Delete a workspace

You need the Owner role. Deletion removes the workspace’s configuration for every member.

1. Open Workspace settings → Danger zone.
2. Select Delete workspace and confirm.

The app opens another workspace, or the empty account state if none is left. From there you can create a new workspace.

Fix access errors

Message	What to do
You do not have access to this workspace.	Pick another workspace, or ask its admin or owner to invite you
This workspace is suspended. Open it to see why.	Open the workspace and resume it
Only the workspace owner can do that.	Ask the owner
Only a workspace admin or owner can do that.	Ask an admin or the owner, or ask for the Admin role
Only a workspace editor, admin, or owner can do that.	Ask an editor, an admin, or the owner, or ask for the Editor role
This API key is limited to one workspace and cannot be used for this action.	Use the workspace API key that the pull of that workspace created, or a personal API key
Sign in to continue.	Sign in again. For a script or the CLI, check the API key it sends

All access errors are listed in Workspace roles.

Related docs

• Overvis HMI overview
• Manage your account and access
• Manage billing
• Configure endpoints
• Workspace list and settings
• Workspace navigation and Setup pages