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Create a workspace

A guide for the Super-admin to set up a workspace and its Admin account.

Overview

A workspace is one independent team — its own numbers, agents, customers, and inbox, isolated from every other workspace. The Super-admin creates workspaces from the Admin panel; each workspace gets one Admin account to run it. Create one workspace per team or brand you support.

Steps

  1. Sign in to the Admin panel. Go to https://your-domain.com/admin and sign in with your Super-admin password and the 6-digit code from your authenticator.

  2. Open Workspaces. The Admin panel shows the Workspaces list — every workspace with its Manager, Name, created date, and agent count. The Admin panel Workspaces list

  3. Create the workspace. Click Create Workspace and fill in:

  4. Workspace Name — a label for the team, e.g. Brand A Support.
  5. Manager Username — the login name for this workspace's Admin account.
  6. Password — at least 8 characters.

Click Create Workspace to save. Create Workspace form

  1. Share the credentials. Give the Manager Username and password to whoever will run the workspace. They sign in at https://your-domain.com/login — and once inside, their role is shown as Admin.

Note: The name you enter as Manager Username is what that person types to log in. Their role inside the workspace is labelled Admin — same account, two names for the two places you see it (the Admin panel calls them the Manager; the workspace calls them the Admin).

Managing a workspace later

From the Workspaces list the Super-admin can:

  • Set Password — reset a workspace Admin's password.
  • Delete — remove a workspace. This is permanent and removes its data.

Next steps

Hand off to the workspace Admin: they sign in and connect a WhatsApp number, then add agents.