Workspaces
Manage all workspaces in your organization. Create new environments for different projects, teams, or use cases.
Accessing Workspaces
- Go to Organization Settings > Workspaces
- View all existing workspaces
Creating a Workspace
- Click Add Workspace
- Enter workspace details:
- Workspace Name: A descriptive name (e.g., Production, Staging, Development)
- Workspace Color: Choose a color for visual identification
- Configure initial channel settings
- If Help Desk is already enabled for the organisation, optionally turn on Enable Support Module (Helpdesks) to create or link a help desk
- Click Create Workspace
Workspace Details
When creating a workspace, you can configure:
Basic Information
| Field | Description |
|---|---|
| Name | Display name for the workspace |
| Color | Visual identifier in the UI |
Channel Settings
Configure which messaging channels are enabled:
- Email: Enable email messaging
- SMS: Enable SMS messaging
- Push: Enable push notifications
- Slack: Enable Slack integration
Help Desk
When Help Desk is enabled for the organisation, Enable Support Module (Helpdesks) links this workspace to a help desk (create new or attach an existing one). A workspace can belong to only one help desk. See Enable Help Desk.
Email Configuration
- Track Opens: Monitor email open rates
- Unsubscribe Link Required: Force unsubscribe links in emails
Provider Selection
- Slack Provider: Select which Slack integration to use
- Push Provider: Select the default push notification provider
Managing Workspaces
Editing a Workspace
- Find the workspace in the list
- Click on the workspace name or the edit icon
- Update settings as needed
- Click Save Changes
Workspace Settings Tabs
When editing, you'll see these tabs:
| Tab | Description |
|---|---|
| General | Name and color |
| Channels | Messaging channel configuration |
| Suppressions | Blocked email addresses |
Best Practices
Naming Conventions
Use clear, descriptive names:
- ✅ "Production", "Staging", "Development"
- ✅ "Marketing Team", "Sales Team"
- ❌ "WS1", "Test"
Environment Separation
- Production: Real user messaging
- Staging: Pre-production testing
- Development: Development and debugging
Color Coding
Use distinct colors for quick identification:
- 🟢 Green for Production
- 🟡 Yellow for Staging
- 🔵 Blue for Development
Workspace Limits
Depending on your plan, you may have limits on the number of workspaces you can create.
⚠️ Note:
Contact support if you need additional workspaces beyond your plan limit.
✅ Create separate workspaces for each environment to keep your data organized and prevent accidental messaging.