Core Concepts
Workspaces
Understanding workspaces and multi-tenant organization
A workspace is your dedicated environment in Helm where your entire business operates. Each workspace is completely isolated, meaning your data, team members, and settings are separate from other organizations using Helm.
What's in a Workspace
Your workspace contains everything related to your business:
- Accounts - Your clients and customer organizations
- Contacts - Individual people you work with
- Projects - Work you're doing for clients
- Tasks - Individual items of work within projects
- Time Entries - Tracked time for billing
- Invoices & Estimates - Billing documents
- Documents - Internal notes and client-facing content
- Team Members - People who work in your organization
Workspace URL
Each workspace has a unique URL slug (e.g., app.usehelm.co/acme). This makes it easy to access your workspace directly and share links with team members.
Switching Workspaces
If you're a member of multiple workspaces, you can switch between them using the workspace switcher in the sidebar. This is useful for consultants or contractors who work with multiple organizations.