Workspaces & Teams

Organize your portfolios, manage members, and control access.

A Workspace is the top-level organizational unit in Lighthouse. Everything — portfolios, accounts, billing, and members — lives within a workspace.

How Lighthouse is Structured

Workspace
  ├── Portfolio A
  │     ├── Accounts (wallets, CEXs, manual)
  │     ├── Positions & Snapshots
  │     └── Strategies, Investments, etc.
  ├── Portfolio B
  │     └── ...
  ├── Members (with workspace-level roles)
  └── Billing & Subscription

• A Workspace contains one or more Portfolios and manages billing, members, and settings.
• A Portfolio contains Accounts (onchain wallets, CEX connections, manual accounts) and all associated data (snapshots, strategies, investments, airdrops).
• Members are invited at the workspace level and can be given access to specific portfolios.

Creating a Workspace

After signing up, you are redirected to create your first workspace.

1. Choose Individual or Team depending on whether you plan to use Lighthouse alone or with others.
2. Set a Workspace name and Workspace slug (the URL identifier, e.g. lighthouse.one/w/my-workspace).
3. For Team workspaces, provide a Billing email.
4. Click Create workspace.

A default portfolio is automatically created inside your new workspace. You can create additional workspaces at any time from the portfolio selector in the sidebar.

Workspace Roles

Every workspace member has one of three roles. These control access to workspace-level settings, billing, and member management.

Role	Capabilities
Owner	Full control. Can delete the workspace, manage billing, invite/remove members, and create/delete portfolios. Automatic admin access to all portfolios.
Admin	Creates portfolios, manages invites and membership, manages billing. Automatic admin access to all portfolios.
Member	No access to workspace settings. Can only access portfolios they have been explicitly added to.

Each workspace has exactly one Owner. The Owner role cannot be transferred.

Portfolio Roles

Within each portfolio, members have a separate, per-portfolio role that controls what they can do inside that specific portfolio.

Role	Capabilities
Admin	Full portfolio access. Can change portfolio settings, manage accounts, and modify all data.
User	Normal read-write access. Can add/edit accounts, create strategies, and work with portfolio data.
Read-only	Can only view portfolio data. Cannot make any changes.

Workspace Owners and Admins automatically receive Admin access on every portfolio in the workspace. For workspace Members, portfolio access must be granted explicitly.

Inviting Members

Workspace Owners and Admins can invite new members:

1. Navigate to Settings > Members.
2. Click Add workspace member.
3. Enter the invitee’s email and assign a Workspace role.
4. Select which Portfolios the member should have access to and their portfolio-level role.
5. Send the invite.

The invitee receives an invite link. Pending invites are visible in the Members list and can be cancelled or copied for resharing.

Managing Portfolio Access

To control which members can access a specific portfolio and at what level:

1. Navigate to Settings > select the portfolio under Portfolio settings.
2. The Portfolio access section shows all members with their workspace role and portfolio access level.
3. For workspace Members, you can change their portfolio access level (Admin, User, or Read-only) or remove them from the portfolio.
4. Click Add to this portfolio to grant access to a workspace member who doesn’t yet have it.

Workspace Owners and Admins always have Admin access on all portfolios. Their portfolio access cannot be changed or removed.

Multiple Portfolios

Depending on your plan, a workspace can contain multiple portfolios. Additional portfolios can be purchased as add-ons on Pro and Team plans.

Create a Portfolio

1. Navigate to Settings.
2. Under Portfolio settings in the sidebar, click Create Portfolio.
3. Set a Portfolio name, identifier (slug), sync time (for daily snapshots), and display currency.
4. Select which workspace members should have access.
5. Click Create Portfolio.

Switch Between Portfolios

Use the portfolio selector in the bottom-left of the sidebar. It groups your portfolios by workspace, letting you quickly jump between them. You can also switch workspaces from the settings sidebar header.

Workspace Settings

Workspace Owners and Admins can manage workspace settings:

1. Navigate to Settings > Workspace.
2. From here you can update:
   • Workspace name
   • Workspace logo (accepts .jpg, .jpeg, .png)
   • URL (Slug)

Changing the workspace URL will impact both your External Portal links and your API URLs.