Create a workspace

Create a workspace when one business account needs a separate operating area for another branch, brand, client, or team.

Create it

1. Open the workspace switcher.
2. Choose New workspace. If you have more than three workspaces, scroll inside the workspace list to find another workspace.
3. Enter the workspace name.
4. Invite teammates if needed.
5. Choose payout handling where your plan supports it.
6. Create the workspace.

Manage your workspaces

On the main account, open Settings → Profile & workspace → Workspaces. The list includes your main workspace and additional workspaces you can access. Open a workspace’s Actions menu and choose Edit workspace to change its name. Choose Save or Cancel in the row. Your active workspace stays the same. Owners and admins can edit names; only that workspace’s owner can remove it.

Choose Remove workspace and type its name to confirm. Removal is scheduled for 30 days later and includes that workspace’s data. Until then, choose Cancel removal to keep it. Additional workspaces must be removed before the main workspace can be removed.

Use New workspace to create an additional workspace on a Scale or Enterprise plan. Use the workspace menu at the top right when you want to switch into a workspace to manage its team, business profile, channels and other settings.

Workspace image and profile

The header shows the current workspace’s own logo, or its initials when no logo is set. Your personal profile photo stays with your user profile. Creating a workspace does not copy the main workspace’s business profile or logo.

What is shared

The new workspace can share billing and plan access with the parent account. Its customers, conversations, Catalog, stock, inboxes, automations, and team assignment are managed separately, so a branch or shop can hold and sell its own stock.

Plan limits and usage are pooled: contacts, team members, messages and AI credits across all the workspaces count against the main account's one plan. The Scale plan allows your main workspace plus up to 3 more; Enterprise has no fixed cap.

After creation

Set up channels, contacts, Catalog, team roles, and automation in the new workspace. Creating the workspace does not copy every setting from the previous one.

Common problems

• The current plan does not allow more workspaces.
• A teammate invite uses the wrong email address.
• The new workspace has no connected channels yet.
• Users expect contacts or campaigns from another workspace to appear automatically.

Related

• Finish workspace onboarding
• Create an inbox
• Manage contacts