Admin Rights Required
This feature is available for Admins.
In this article, we will learn in more detail about what is a workspace and how to create or update it.
Table of Contents
- Adding a new workspace
- Changing an existing workspace
- Adding and Removing Users to a Workspace
- Workspace Assets
- Why do I see a Lock next to some products?
Adding a new workspace
Why add a new workspace?
You might want to create new workspaces to separate your teams' settings. For instance, the Customer Success and Prospecting teams can have their own meeting templates and calendar settings. The Marketing Team wants to have its own queue setup for the Concierge. Going even further, your EMEA Team can also have a specific workspace to place their templates, queues, and other assets.
As you can see, multiple possibilities and use cases are to be explored.
How to add a new workspace?
After selecting the Admin Center at the top of the left-side menu, click the "Workspaces" option.
Then, you will see the "Create Workspace" button at the top-right of the page.
The pop-up below will be displayed after clicking the "Create Workspace" button. Select your workspace name, add an emoji (helpful to find them when you have several workspaces quickly), and hit "Create Workspace" once ready.
That's it! You should see the new workspace listed with your existing ones, which should be ready to be updated.
Update an Existing Workspace
After accessing the Workspaces in the Admin Center as we learned before, click the three dots right next to the workspace you would like to edit, and proceed from there:
Adding and Removing Users in a Workspace
To include users in an existing workspace, in the Admin Center, look for the User Management option in the left-side menu, expand it, and click on "Users":
You will notice a column called "Workspaces" there. Select the user, click on it, and mark the checkbox for the workspace you would like to assign the user.
You can also bulk-add users to a workspace by clicking the checkbox next to their names, then "Edit" in the Header. A new window will appear on the right side, where you can assign the selected users the required workspace(s).
The process to remove users from Workspaces will be the same as the one described above, but instead of assigning them a workspace by enabling the workspace's checkbox, you will toggle it off.
If you do it in bulk, you will use the "Remove Workspaces" option in the right side window instead of the "Add Workspaces" one.
Workspace Assets & Settings
Your workspace has some assets and settings that Admins and Workspace Managers can use and manage (depending on their access level) that should help your daily routines and booking process. Learn more about them below:
Why do I see a Lock next to some products?
If you notice a lock icon right next to a product when accessing the workspace, it means that this product was not purchased by your company and, consequently, is unavailable.
Contact your Account Manager if you would like to discuss any specific product and enable them for your team.