Accepting Workspace Invites & Switching Workspaces

Navigate to: Dashboard > Secure Vault > Shared with Me (/dashboard/vault/shared)

When a colleague, team member, or trusted person invites you to access their SparkyMinis workspace, you will receive an email invitation. This guide explains how to accept that invite and navigate between workspaces.

Receiving an Invitation

When someone invites you to their workspace:

1. You receive an email titled "You've been invited to [Name]'s SparkyMinis workspace".
2. The email shows:

- Who invited you (name and email).

- What sections you have been granted access to (e.g., "Business > Projects" as Editor).

- A personal message if the inviter added one.

1. Click the Accept Invitation button in the email.

If you already have a SparkyMinis account, you are taken to the confirmation page. If you don't have an account, you will be prompted to sign up first (free account is sufficient to accept invites).

Accepting Inside the App

If you missed the email or the link expired:

1. Log in to SparkyMinis.
2. Navigate to Vault > Shared with Me.
3. You will see pending invitations with a status badge: Pending.
4. Click Accept to approve, or Decline to reject.

Once accepted, the shared workspace appears in your workspace switcher.

Switching Between Workspaces

You can be a member of multiple workspaces simultaneously. To switch:

1. Click your Profile Avatar in the top right corner of the Dashboard.
2. A dropdown menu appears showing:

- Your workspace (your own SparkyMinis account) — marked as "My Workspace".

- Shared workspaces — the workspaces you have been invited to.

1. Click the workspace name you want to switch to.
2. The interface reloads showing that workspace's data with your permitted scope.

A workspace indicator badge in the top navigation shows which workspace you are currently in (e.g., "[Priya's Workspace]").

What You Can See in a Shared Workspace

You only see the modules and data that the workspace owner has explicitly granted you access to. Examples:

• If granted Business > Invoices (Viewer): You can view invoices but not edit or create them.
• If granted Business > Projects (Editor): You can create and edit projects but not delete.
• You will never see Lifestyle data, Vault personal files, or financial reports unless those were explicitly shared.

Switching Back to Your Own Workspace

1. Click your Profile Avatar → Switch Workspace.
2. Select My Workspace.
3. You are back in your own SparkyMinis environment. No data from the shared workspace is visible here.

Leaving a Shared Workspace

If you no longer want access to someone's workspace:

1. Navigate to Vault > Shared with Me.
2. Find the workspace in the "Active Access" list.
3. Click Leave Workspace.
4. Confirm. You are removed immediately. The workspace owner is not notified (but they can see in their Access & Teams list that you are no longer a member).