Workspace Settings

Workspace settings allow you to manage your workspace, team members, and collaboration preferences. This guide covers all workspace management features.

Accessing Workspace Settings

To access workspace settings:

1. Click Settings in the sidebar
2. Select Workspace from the settings menu
3. Or go to Settings → Workspace

Workspace Information

Workspace Name

To change your workspace name:

1. Go to Settings → Workspace
2. Find the Workspace Name field
3. Enter the new name
4. Click Save to update

Workspace Description

Add or update workspace description:

1. Go to Settings → Workspace
2. Find the Description field
3. Enter a description of your workspace
4. Click Save to update

Team Members

Viewing Team Members

See all workspace members:

1. Go to Settings → Workspace → Members
2. View the list of all team members
3. See their roles and status

Inviting Team Members

To invite someone to your workspace:

1. Go to Settings → Workspace → Members
2. Click Invite Member or Add Member
3. Enter their email address
4. Select their role (Owner, Admin, Member, Viewer)
5. Send the invitation

Managing Member Roles

To change a member's role:

1. Go to Settings → Workspace → Members
2. Find the member you want to update
3. Click Edit or the role dropdown
4. Select the new role
5. Save changes

Removing Members

To remove a team member:

1. Go to Settings → Workspace → Members
2. Find the member to remove
3. Click Remove or Delete
4. Confirm removal

Workspace Roles

Owner

Workspace owners have:

• Full control: All workspace settings and features
• Member management: Add, remove, and modify members
• Billing access: Manage workspace billing and subscriptions
• Workspace deletion: Can delete the workspace

Admin

Admins have:

• Most permissions: Similar to owners
• Member management: Can add and remove members
• Settings access: Can modify most workspace settings
• Limited billing: May have limited billing access

Member

Members have:

• Standard access: Can use workspace features
• Make calls: Can make calls and use services
• View data: Can view workspace data
• Limited settings: Cannot modify workspace settings

Viewer

Viewers have:

• Read-only access: Can view but not modify
• Limited features: Cannot make calls or changes
• View data: Can see workspace information
• No modifications: Cannot change anything

Workspace Preferences

Default Settings

Configure workspace defaults:

• Default caller ID: Set default number for workspace
• Call settings: Default call preferences
• Notification preferences: Workspace-wide notification settings

Billing Settings

Workspace billing preferences:

• Payment method: Default payment method for workspace
• Billing address: Workspace billing information
• Invoice settings: How invoices are handled

Workspace Invitations

Managing Invitations

View and manage pending invitations:

1. Go to Settings → Workspace → Invitations
2. See all pending invitations
3. Resend or cancel invitations as needed

Accepting Invitations

When you receive a workspace invitation:

1. Check your email for the invitation
2. Click the invitation link
3. Sign in or create an account
4. Accept the invitation
5. You'll be added to the workspace

Leaving a Workspace

How to Leave

To leave a workspace:

1. Go to Settings → Workspace
2. Find Leave Workspace option
3. Confirm that you want to leave
4. Your access will be revoked immediately

Before Leaving

Before leaving a workspace:

• Export data: Download any data you need
• Transfer ownership: If you're the owner, transfer to another member
• Cancel subscriptions: Handle any workspace subscriptions
• Notify team: Let team members know you're leaving

Deleting a Workspace

For Owners Only

Only workspace owners can delete workspaces:

1. Go to Settings → Workspace
2. Scroll to Danger Zone
3. Click Delete Workspace
4. Confirm deletion (this is permanent)
5. Follow final confirmation steps

Before Deleting

Before deleting a workspace:

• Notify members: Inform all team members
• Export data: Download any important data
• Cancel subscriptions: Cancel all workspace subscriptions
• Transfer ownership: If possible, transfer to another member
• Final confirmation: Ensure this is what you want

Troubleshooting

Can't access workspace settings?

• Check role: Ensure you're an owner or admin
• Refresh page: Reload and try again
• Contact owner: Ask workspace owner for access
• Verify membership: Ensure you're still a member

Invitation not received?

• Check spam: Look in spam/junk folder
• Verify email: Ensure email address is correct
• Resend invitation: Ask workspace owner to resend
• Check email settings: Verify email isn't blocked

Can't change member roles?

• Verify permissions: Ensure you have admin/owner role
• Check member status: Ensure member is active
• Try again: Refresh and try updating role
• Contact support: If issues persist

Best Practices

1. Regular review: Periodically review team members and roles
2. Clear roles: Assign appropriate roles to team members
3. Secure access: Only invite trusted team members
4. Document settings: Keep notes on workspace configuration
5. Backup data: Regularly export important workspace data

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Still Need Help?

If you have questions about workspace settings, check our other guides or contact support.