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Workspaces

Manage the Workspaces created within your Organization

Getting Here

This setting is accessible by Organization Admins, Billing Admins and User Admins of Business and Enterprise plans only!
This setting can be accessed from the Settings navigation menu under the Organization Settings sub-menu item, Workspaces.
From this setting, you can:

Workspaces Overview

Here, you will be able to see the list of Workspaces in the Organization.

Workspace Name

The name used to identify the Workspace in the Organization

No of Users

The number of Users assigned to the Workspace

No of Contacts

The contact count utilized by the Workspace

Date Added

The date on which the Workspace was added

Actions

The actions that can be done here are:
Tips: Use the
🔍
at the top to quickly find the Workspace that you are looking for.

Managing Workspaces

The following features are only available to Organization Admins and User Admins!.

Adding a Workspace

A Workspace can only be added if the Workspace limit of the Organization's subscription has not exceeded the limit.
Step 1: Navigate to Workspace Settings From the Organization Settings navigation menu, select Workspaces from the menu.
Step 2: Press ADD WORKSPACE At the top bar, press the blue ADD WORKSPACE button and the Add Workspace dialog should open up.
Step 3: Name the Workspace Enter an appropriate name for the new Workspace which will help the admins to identify the Workspace.
Step 4: Create the Workspace Press NEXT to proceed to the next step.
Step 5: Invite Users to Workspace The Workspace is now created with no users assigned. By default, the first user row will reflect the User performing the action. If you do not need to add any Users at this point, you can choose to skip this step.
You can always assign Users to Workspaces by editing their access here!
Step 6: Submit the details Press INVITE USERS to proceed to the next step.

Editing the Workspace

Step 1: Navigate to Workspace Settings From the Organization Settings navigation menu, select Workspaces from the menu.
Step 2: Search for the Workspaces Select EDIT from the Actions menu or press on the Workspace you intend to edit.
If you have an Organization with a white-label module, you can limit the number of Contacts in a Workspace.
Enabling the contact limit option will result in the Workspace will no longer be able to receive messages from new Contacts once the Workspace has reached the contact limit.
Step 3: Make the necessary changes Make the intended changes to the users and press SAVE when you are ready.
Note: Billing Admins can only view workspaces and make no changes.

Deleting the Workspace

When a Workspace is no longer in use, it can be deleted by selecting Delete from the Actions menu.
Doing so will permanently delete all of your Contacts, Channels, fields, and any another other data associated with your Workspace.
Deleting your Workspace is a permanent action and will remove the data forever. We will not be able to recover any data after you delete your Workspace.
If you wish to keep any data or information, be sure to export them before deleting your Workspace