Workspace

Manage your organisation's top-level workspace in Yola.

Definition

A workspace represents an organisation's profile in Yola, where top-level settings like users and billing are managed.

All user accounts are connected to at least one workspace, and can be invited to multiple.

---

Settings

Requires various permissions to view and edit the respective workspace settings.

In the settings panel under the "Workspace" group, settings of the currently-viewed workspace can be accessed:

• General — for basic options:

  • Avatar — the optional workspace avatar seen by its user.

  • Name — the workspace name seen by its users.

• Teamspaces — for creating and managing teamspaces within the workspace.

• Plan & Billing — for managing the workspace's subscription plan and billing.

• Roles & Permissions — for creating and managing user roles & permissions.

• Users — for inviting and managing users in the workspace.

• Teams — for creating and managing teams of live agents.

---

Switch Workspaces

If your user account's email address is a associated with more than one workspace, you can switch between them:

1. In the toolbar, select your avatar > Change Workspace

2. Select the desired workspace