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What happens when an existing user is invited to a Business workspace

How accounts, workspaces, and permissions behave when you already use SessionLab and then join a Business team

Kristina avatar
Written by Kristina
Updated this week

This article explains what happens when someone who already has a SessionLab account and workspace (on any plan) is invited to join a new Business workspace. It covers what changes, what stays the same, and why this works the way it does.

What happens with your current workspace

When you accept an invitation to a Business workspace, SessionLab does not merge or move anything automatically.

Your existing account stays intact. Your current workspace, whether it’s free or paid, remains exactly as it was, with all your sessions, Pages, and Forms untouched. The new Business workspace you are invited to is simply added as another workspace you can access from the same account, on the left-hand side, under Teams.

One of the most important things to understand is that permissions in SessionLab are workspace-based.

This means your access level changes depending on where you’re working at that moment. When you switch into the Business workspace, you’re operating with the role and permissions that the workspace admin assigned to you there. When you switch back to your own workspace, you’re back to the rights and plan that apply to that space.

Nothing about your personal workspace is upgraded or downgraded just because you joined a new Business workspace. Each workspace keeps its own rules, settings, and ownership.

Important: All of this only applies if you already had a SessionLab account and workspace before you were invited to a new Business workspace.

If your very first SessionLab experience starts with an invitation to a workspace, then that Business workspace is simply your only workspace. There’s no parallel personal workspace unless you choose to create one later.

Why aren't my sessions transferred automatically to a new workspace?

This separation is a deliberate design choice. Many users create sessions, notes, and templates in SessionLab long before they ever join a company team. Automatically moving that content under someone else’s Business account could cause problems, especially around ownership, privacy, or client work that was never meant to be shared.

By keeping workspaces independent by default, SessionLab ensures that the content you created privately stays yours. Joining a new Business workspace never silently transfers ownership or control of your existing work. You always know which workspace you’re in, who owns the content there, and what rules apply.

What can you do after joining a Business workspace?

If you already had a SessionLab account and workspace before being invited to your company's Business workspace, you have two options:

Option 1: Keep a two-workspace setup

Many users are perfectly happy working with two workspaces. They use their own workspace for personal projects or external clients, and the Business workspace for internal collaboration. Switching between them is quick and keeps things clearly separated.

Option 2: Ask us to move your existing workspace

If you decide that all your work should live under your company's Business account, that’s also possible. In that case, you can reach out to SessionLab support and ask for your existing workspace to be moved under the Business account. Our team will help you understand what that means before anything changes.

If you’re ever unsure which setup makes the most sense for you, our support team is always happy to help you choose the option that fits your way of working best.

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