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Table of Contents
- Home
- Product
- Organization Settings
- Organization Settings: Workspaces
Organization Settings: Workspaces
Updated by JQ Lee
Getting Here
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 is utilized by the Workspace.
Date Added
The date on which the Workspace was added.
Actions
The actions that can be done here are:
Managing Workspaces
Adding a Workspace
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.
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.
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.
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 other data associated with your Workspace.
Managing Multiple Workspaces
Accessing a Workspace
When a User logs in to the platform, they will be redirected to a Workspace dashboard by default. The displayed Workspace will default to the last Workspace they interacted with.
If the User does not have access to any Workspace, they will instead be redirected to the settings they have access to. This means that Admins, Billing Admins and User Admins will be redirected to organization settings while members who do not belong to any Workspace will be redirected to their personal settings.
Switching between Workspaces
Users can be invited to multiple Workspaces and they can switch between Workspaces if necessary. To do so, navigate to the Workspace switcher at the side navigation menu.
All the Workspaces that a User has access to will be listed along with the Organization.
A User can also search for the intended Workspace by typing in the Workspace's name.
Feeling stuck? Do not fear.
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Organization Settings: Users
Organization Settings: WhatsApp Fees
Related Articles
Organization Settings: Security
Learn how to configure SSO settings, enable/disable SSO for your organization and Setting up SSO on respond.io for Google Workspace
Organization Settings: Users
Learn how to add Users and manage their access within the Organization.
Organization Settings: General
Learn how to manage and edit Organization information.