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# Spaces overview

A **space** is your main workspace. It holds the files you upload and the playbooks and actions you run on them. It also holds the data those runs produce, plus the knowledge graph and search index built from your documents.

Every space starts from a **space type**. A space type is a reusable template. It controls which playbooks can run in the space and how the platform builds the knowledge graph. See [Create a space](/workspace/spaces/create-a-space) and [Space types](/workspace/spaces/space-types).

## The Spaces list

Open **Spaces** from the sidebar to see every space you can access. The list title is **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** | The date the space was created.             |

The sidebar groups your spaces under collapsible **space-type headers**. Spaces of the same type show together.

If you have no spaces, 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](/workspace/spaces/files).                       |
| **Playbooks** | Agentic **playbook runs** in this space. The AI assistant works through a goal. See [Run a playbook](/workspace/playbooks/run-a-playbook).          |
| **Actions**   | Single-**action runs**. You run one installed action on files, without an agent. See [Run an action](/workspace/actions/run-an-action).             |
| **Data**      | The data objects (records) collected in this space. See [Records](/workspace/data/records).                                                         |
| **Graph**     | The knowledge graph built from your documents. See [Search and the knowledge graph](/workspace/spaces/search-and-graph).                            |
| **Search**    | Semantic and keyword search across the space's documents and transcripts. See [Search and the knowledge graph](/workspace/spaces/search-and-graph). |
| **Settings**  | Members, roles, and archiving (below).                                                                                                              |

The **Playbooks** tab and the **Actions** tab are different. **Playbooks** lists agentic runs, where the AI assistant works through a multi-step goal. **Actions** lists single-action runs, where you run one action on 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%2F20260826%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260826T020346Z&X-Amz-Expires=604800&X-Amz-Signature=ae6ec61398e7a4e3b118cf021588d9c20cb28c59ff4aaec2a4c8f09e5e285ffc&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 direct access to this space. The panel reads "Edit direct roles for this space. Inherited access from the space type is not changed here." Grants made here do not change access inherited from the space type.

To add a person, click **Add member** and select them from the people picker. New members start as viewers. Change their role after you add them. 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**          | All Contributor permissions, plus share and manage access. |
| **Archiver**         | All Manager permissions, plus archive the space.           |

Roles are **cumulative**. Each level includes all levels below it.

The platform's authorization service enforces access, not the screen. If you do not have an admin or management role, admin-only surfaces do not appear.

## Archiving a space

The bottom of **Settings** has **Archive space**: "Archived spaces are hidden from the workspace. Existing files and data stay stored." Archiving asks for confirmation ("Archive this space?"). It then removes the space from the spaces list. Nothing is deleted. The 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 monitor their 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).