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> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.cloudraker.com/_mcp/server.

# Spaces overview

A **space** is your main workspace. It holds the files you upload, the playbooks and actions you run against them, the data those runs produce, and the knowledge graph and search index built from your documents. Every space is created from a **space type** — a reusable template that decides which playbooks can run in the space and how its knowledge graph is built. See [Create a space](/spaces/create-a-space) and [Space types](/spaces/space-types).

## The Spaces list

Open **Spaces** from the sidebar to see every space you can access. The list is titled **Spaces** with the subtitle "Workspaces created from a space type." Each row shows three columns:

| Column      | What it shows                               |
| ----------- | ------------------------------------------- |
| **Title**   | The space name. Click it to open the space. |
| **Type**    | The space type the space was created from.  |
| **Created** | When the space was created.                 |

The sidebar groups your spaces under collapsible **space-type headers**, so spaces of the same type sit together.

If you have no spaces yet, the list shows **No spaces yet** — "Create a space from one of your space types to get started."

## Inside a space

A space opens to a tab bar. Each tab is its own area:

| Tab           | What it is                                                                                                                                |
| ------------- | ----------------------------------------------------------------------------------------------------------------------------------------- |
| **Files**     | The space's flat file pool — upload, preview, and manage documents and audio. See [Files in a space](/spaces/files).                      |
| **Playbooks** | Agentic **playbook runs** in this space — the AI assistant working through a goal. See [Run a playbook](/playbooks/run-a-playbook).       |
| **Actions**   | Single-**action runs** — running one installed action over files, without an agent. See [Run an action](/actions/run-an-action).          |
| **Data**      | The data objects (records) collected in this space. See [Records](/data/records).                                                         |
| **Graph**     | The knowledge graph built from your documents. See [Search and the knowledge graph](/spaces/search-and-graph).                            |
| **Search**    | Semantic and keyword search across the space's documents and transcripts. See [Search and the knowledge graph](/spaces/search-and-graph). |
| **Settings**  | Members, roles, and archiving (below).                                                                                                    |

The **Playbooks** tab and the **Actions** tab are easy to confuse. **Playbooks** lists agentic runs, where the AI assistant works through a multi-step goal. **Actions** lists single-action runs, where you run one action yourself over selected files.

<img src="https://fdr-prod-docs-files-public.s3.us-east-1.amazonaws.com/cloudraker.docs.buildwithfern.com/7793ecedc322af0013eacc315ff77189e0168ae96f592430b021d9ff742defcd/docs/assets/images/guide/spaces/space-detail-tab-bar.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA6KXJSKKNFOCF7G4B%2F20260726%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260726T051231Z&X-Amz-Expires=604800&X-Amz-Signature=86adb2a16445bfcc01af6530c5d9285f11141ee620e117f1f757ddf13da54659&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject" alt="A space detail page for 'Accounts payable — July' with the Files, Playbooks, Actions, Data, Graph, Search, and Settings tab bar" />

## Members and roles

Open **Settings → Members** to control who has direct access to this space. The panel is described as "Edit direct roles for this space. Inherited access from the space type is not changed here" — so granting people access here does not touch the access they already inherit from the space type.

To add someone, use **Add member** and pick them from the people picker. New members start as viewers; change their role afterward. Each member has a role dropdown:

| Role                 | What they can do                                               |
| -------------------- | -------------------------------------------------------------- |
| **No direct access** | Removes the direct grant.                                      |
| **Viewer**           | Read the space.                                                |
| **Contributor**      | Read, plus upload files and run playbooks and actions.         |
| **Manager**          | Everything a Contributor can do, plus share and manage access. |
| **Archiver**         | Everything a Manager can do, plus archive the space.           |

Roles are **cumulative** — each rung includes everything below it.

Access is enforced by the platform's authorization service, not by the screen. If you don't have an admin or management role, admin-only surfaces don't appear for you.

## Archiving a space

At the bottom of **Settings** is **Archive space**: "Archived spaces are hidden from the workspace. Existing files and data stay stored." Archiving asks you to confirm ("Archive this space?") and then removes the space from the spaces list. Nothing is deleted — its files, data, and runs stay stored.

## Where to go next

#### [Create a space](/spaces/create-a-space)

Start a new space from one of your space types.

#### [Files in a space](/spaces/files)

Upload files and follow them through processing.

#### [Search and the knowledge graph](/spaces/search-and-graph)

Find passages and explore the entities in your documents.

#### [Space types](/spaces/space-types)

The templates spaces are created from (admins).