Managing a Workspace

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.