Articles on: Getting started

How Katalyz is organized

Understanding how Katalyz is structured makes everything else easier. There are four nested layers, from biggest to smallest.

Workspace

Your company's Katalyz account. One company = one workspace. Everything lives here:

Rooms
Members
Templates and content library
Branding (logo, colors, fonts)
Integrations
Billing

Admins configure the workspace. Everyone else works inside it.

Room

A branded, web-based space dedicated to a specific deal, customer, or project. Each room has its own:

URL
Participants
Access rules
Activity feed
Branding (can override the workspace default)

Most Sales and CS teams create one room per deal or one room per account.

A room can contain one or multiple pages, depending on how much content you're organizing.

Page

A top-level container inside a room. Pages are the centerpiece of navigation — depending on the room's navigation setting they're displayed either as tabs in the room header (where buyers click to move between them) or in a left nav.

Think of pages as the chapters of your room. Typical pages: Overview, Solution, Pricing, Contract, Next steps.

Pages can be hidden from buyers while remaining visible to editors (useful for internal prep or drafts).

Section

A part of a page containing widgets. Sections are how you visually group related widgets within a single page. A page can have multiple sections.

Sections can be:

Hidden from buyers independently from their parent page
Saved as micro-templates (section templates) and re-dropped into any other room from the left sidebar

A piece of content inside a section — text, video, pricing table, signature, meeting, etc. These building blocks are called widgets.

Think of widgets as paragraphs inside a chapter.

The full hierarchy

Workspace (your company)
  └── Room (one per deal)
        └── Page (chapter, shown as a tab in the room header)
              └── Section (group inside a page)
                    └── Widget (one per content piece)

Why it matters

This nested structure is what makes Katalyz different from a flat PDF or shared folder. Pages, sections, and widgets can be reordered, personalized, hidden, and tracked independently — so the room is a real navigable space, not just a document.

Updated on: 01/10/2026

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