Table of Contents

Managing a Workspace

Susan Swier Updated by Susan Swier

Getting Here

Workspace Settings are accessible by Owners and Managers only!

This module can be accessed from the side navigation menu under the menu item, Settings > Workspace Settings.

A Workspace is an independent sub-account within the Organization's account. Each Workspace has its own database, Users, Channels and settings, among others. This Module allows you to manage your Workspace Settings. From here, you can:

Configure the User Inactivity Timeout period

Connect the workspace to Messaging Channels and Integrations

Manage Users and Teams within the Workspace

Manage Contact Fields

Manage Snippets

Manage Files

Changes and edits are saved automatically.

Understanding When to Use Multiple Workspaces or Organizations

When managing a Workspace, it is important to understand whether your business needs multiple Workspaces within a single Organization or multiple Organizations. This decision depends on the degree of operational independence required:

When to Use Multiple Workspaces in One Organization

  • Manage User access levels independently for different teams or departments.
  • Configure unique AI knowledge sources to suit specific use cases.

This setup works best for teams or departments that share a subscription and broader organizational settings but need operational separation.

When to Use Multiple Organizations

  • Manage subscriptions (e.g., Monthly Active Contacts and User seats) independently.
  • Set up separate billing for WhatsApp Business API (WABA) fees.
  • Fully segregate User access levels and security settings (e.g., Single Sign-On).
  • Create entirely independent AI knowledge sources.

Multiple Organizations are ideal for businesses needing operational autonomy, such as franchises, subsidiaries, or distinct business units.

Feeling stuck? Do not fear.

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

Workspace Settings: General

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