Workspace: what you manage here and why
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The Workspace group holds everything about Trustbird itself rather than your organisation: who has access and in which role, your subscription and invoices, the address of the workspace, importing from Vanta, exporting your data and the audit log.
Why this protects your organisation
Your workspace holds sensitive information about your organisation: risks, weaknesses, supplier assessments and evidence. Deciding who can see and change that, and being able to show afterwards who did what, is part of protecting it. It also matters that your data is never locked in: you can take all of it with you at any time.
Steps
- Open Members and check who has access and in which role.
- Add colleagues and, where relevant, an external adviser as a guest.
- Fill in your billing details on Billing and choose a subscription.
- Moving from Vanta? Use Import from Vanta before you start entering data by hand.
- Look at the Audit log now and then to see what has changed.
This group is about how your workspace in Trustbird is set up, not about the content of your management system.
- Members and advisers: who belongs to the workspace, in which role (owner, member or advisor), and which parts an advisor may edit.
- Onboarding: the planning and payments of a paid onboarding package, if you chose one.
- Invite others: your personal referral link, ready-made texts to share it, and the credit you have built up.
- Billing: your plan, payments, billing details, invoices and the data processing agreement.
- Workspace settings: the web address of your workspace.
- Import from Vanta: bring in the files you exported from Vanta, with a preview first.
- Export data: download everything your workspace holds as one ZIP file.
- AI connection: decide whether people may connect their own AI assistant to this workspace.
- Switch workspace: move to another workspace you belong to.
- Audit log: a read-only record of who changed what, and when.
If it does not work
I see fewer screens in this group than a colleague
Several screens are for owners only: Billing, Workspace settings, Import from Vanta, Export data and AI connection. Adding or changing members is also reserved for owners. Ask an owner of the workspace if you need something done there.
Switch workspace is missing from the menu
That screen only appears when you are a member of more than one workspace.