Creating Workspaces

Creating a workspace is the first step in setting up FileRelay for a new SAP system or environment. Each workspace provides an isolated environment with its own sources, destinations, connections, and team members.

Creating Your First Workspace

The first time you sign in to FileRelay, the dashboard prompts you to create your first workspace. Enter a name, and FileRelay sets it as your active workspace automatically.

Your admin (Self-hosted) or the FileRelay team (Managed on-prem / FileRelay-hosted) provisions the deployment and gives you the URL — typically your organisation's domain, e.g. filerelay.acme.internal. From there, the rest of this page applies to every operating model.

Creating Additional Workspaces

To create additional workspaces:

1. Click the workspace switcher in the top navigation bar
2. Select Create Workspace from the dropdown
3. Fill in the workspace details (see below)
4. Click Create

REPLACE: Screenshot of the "Create Workspace" dialog with name and slug fields

Workspace Details

Name

Choose a descriptive name that identifies the purpose or environment of the workspace. Examples:

• "Production - ECC"
• "Development"
• "S/4HANA QA"
• "SAP BW Archive"

The name is displayed in the workspace switcher and throughout the dashboard. You can change it later in Workspace Settings.

Slug

The slug is a URL-friendly identifier for the workspace. It is auto-generated from the name but can be customized. The slug appears in URLs and API paths:

https://app.filerelay.com/workspaces/production-ecc/dashboard
                                      ^^^^^^^^^^^^^^
                                      workspace slug

Slugs must be:

• Lowercase letters, numbers, and hyphens only
• Unique across your FileRelay deployment
• Between 2 and 50 characters

Once created, the slug cannot be changed.

Setting the Active Workspace

After creating a workspace, you can set it as your current active workspace:

• Use the workspace switcher and select the workspace
• The newly created workspace is automatically set as active after creation

All dashboard views, API calls (via the dashboard), and settings pages operate in the context of your active workspace. The active workspace is remembered across sessions.

Workspace Limits

There is no hard cap on workspaces per deployment — practical limits are governed by your deployment's licensed scope and resources. Most customers map one workspace per SAP system or environment (dev / QA / prod). Contact your FileRelay admin if you need a higher allocation than your deployment's current scope allows.

After Creating a Workspace

Once your workspace is created, follow these steps to set it up:

1. Configure workspace settings -- Set the relay mode, retry behavior, and endpoint URL. See Workspace Settings.
2. Create sources -- Add the SAP content repositories that will send documents to this workspace. See Sources Overview.
3. Add destinations -- Configure the cloud storage or services where documents will be delivered. See Destinations.
4. Create connections -- Wire your sources to destinations with routing rules. See Connections Overview.
5. Invite team members -- Add colleagues who need access to this workspace. See Inviting Members.
6. (Optional) Configure SAP connection -- Set up RFC connectivity for document enrichment. See SAP Connection.

Deleting a Workspace

Workspaces can be deleted from the Workspace Settings page. Deleting a workspace permanently removes all associated sources, destinations, connections, documents, and team memberships. This action cannot be undone.

You must be a workspace Admin to delete a workspace, and you cannot delete your last remaining workspace.