A workspace is the environment you use on Wingform to act as a specific company, organization, or individual. It defines what you can access, what actions you can perform, which aircraft inventory you can manage, which deals you can participate in, and who is authorized to act on behalf of the company or individual.

Your Wingform user account identifies you as a person. A workspace identifies the company or individual capacity in which you are acting. You may belong to more than one workspace and switch between them when performing different roles.

Workspace type cannot be changed after creation. If the wrong type was created, contact Wingform support.

A parent workspace is the main workspace of a company or individual. A Representative Workspace is the representative’s access profile under that parent workspace.

You may see a Representative Workspace in your workspace list if you were invited to act on behalf of a company or individual. It does not make you an independent transaction party by itself. It only defines how you may act for the parent workspace.

The Authorized Executive, or AE, is the person who holds the principal seat for a Corporate or Individual Workspace. A workspace can have only one AE.

The AE has the highest authority in the workspace: managing workspace details, representatives, Admin roles, subscriptions, aircraft inventory, document templates, and workspace-level authority. The AE may sign documents when the workspace is authorized to sign and the workspace is acting in a signing capacity in the relevant deal.

If a workspace does not yet have an AE, use the Invite Authorized Executive flow in workspace settings. If an existing AE must be replaced, use the Change Authorized Executive flow.

There are worspace-level and aircraft-specific roles and permissions.

Workspace permissions and aircraft-level access are separate. The following permissiona can be granted to representatives:

Create Aircraft Inventory and Deals: allows a representative to create aircraft records and start deals. When a representative creates an aircraft record, they automatically receive full access to that

Aircraft View Access: allows the representative to see 1) the aircraft record but not manage it or create deals from it and 2) associated transactions.

Aircraft Full Access: allows the representative to manage the aircraft record and create or participate in deals associated with that aircraft, subject to deal permissions.

Broker and Corporate Workspaces can be created by an Authorized Executive or by a representative of the company. If a representative creates the workspace, they will be asked to invite an AE. Until the AE accepts, the representative may have limited functionality and may not be able to create new deals.

Authorized Executives and Admins can invite representatives. After accepting an invitation, the representative appears in the workspace team. Joining a workspace does not automatically expose all aircraft inventory, deals, or documents; access must be granted through permissions or assignments.

An Authorized Executive handover transfers the AE seat from one person to another without losing workspace history, aircraft inventory, deals, or documents. Use it when the current AE leaves, changes role, becomes unavailable, or another person needs to take over.

The handover can be started by:

· The current Authorized Executive.

· An Admin representative of the same company or individual workspace.

Non-admin representatives cannot initiate an AE handover.

· Only one AE handover invitation can be pending per company or individual workspace.

· The sender can revoke a pending invitation from Outgoing invites.

· The invited person can accept or reject the handover.

· If accepted, the transfer takes effect immediately and the invitee becomes the new AE.

· If rejected, nothing changes and the previous AE keeps the role.

· You cannot invite yourself.

· If the invitee already has a Representative Workspace under the same parent workspace, Wingform promotes that workspace instead of creating a duplicate.

Historical records are preserved. Deals, aircraft records, documents, signatures, uploads, approvals, and other actions remain attributed to the users who originally performed them. The new AE receives management rights going forward, not retroactive authorship.

Authorized Executives and Admins can remove representatives from a workspace, subject to deal-related restrictions.

A representative cannot be removed if they currently have access to an active deal. Before removing the representative, their access to the active deal must be revoked, or the deal must be completed, cancelled, or otherwise no longer active.

Removing a representative revokes future access to the workspace, assigned aircraft, document templates, and deals. It does not delete historical actions, uploaded documents, approvals, comments, or audit records created while they had access.

Represenatives can also leave the parent workspace on their own from their representative workspace.

When a workspace is deleted on Wingform, it is technically archived. An archived workspace is no longer visible to users and can be restored only by Wingform support.

· Broker and Corporate Workspaces can be archived only by the Authorized Executive.

· Individual Workspaces can be archived only by their owner.

· A workspace cannot be archived if it has an active transaction or active subscription.

· Wingform may also prevent archiving where the workspace is required for transaction history, audit trail, or platform integrity.

· If a parent workspace is archived, its related assets and Representative Workspaces are archived in cascade.

Do I need a separate workspace for every deal?

No. A workspace represents the company or individual capacity in which you act.

Can I belong to several workspaces?

Yes. You can represent a company and also have an Individual Workspace for personal transactions.

Can representatives see all company aircraft and deals?

No. Representatives see only assigned assets. Admins may self-assign access when needed.

Can an Admin sign documents?

Not merely because they are an Admin. Signing depends on workspace role, deal role, and document type.

Can a broker sign transaction documents?

Not when acting only as broker. If the broker company is itself buyer or seller, its AE may sign in that capacity.

Does removing a representative delete previous actions?

No. Historical actions and records remain preserved.