Table of Contents

Organization Settings: Workspaces

JQ Lee Updated by JQ Lee

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.

Workspaces in organization setting in

From this setting, you can:

Workspaces Overview

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

Workspaces Overview

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.


The actions that can be done here are:

Tip: Use the Search function 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

Adding a Workspace on
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.


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.

Adding a Workspace on

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.

Adding a Workspace on
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.

Editing the Workspace on
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.

Editing the Workspace on

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.

Deleting workspace on

Doing so will permanently delete all of your Contacts, Channels, fields, and any 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.

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.

Switching between Workspaces on

A User can also search for the intended Workspace by typing in the Workspace's name.

Switching between Workspaces on
Switching between SSO and Non-SSO Organization may require some additional steps. You can find more details here.

Feeling stuck? Do not fear.

Need assistance? Contact us for support. Help is here!

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