Use Users & Workspaces settings to control who can access your workspace, what each person is allowed to manage, and which workspace you are currently working in.
Users
Invite team members and assign them the right access level.
Roles
Create reusable permission sets for different responsibilities.
Workspaces
Switch between workspaces or create a new one.
Access control
Limit access to Pearls, billing, phone numbers, API keys, users, and audit logs.
Users & Roles
Control who can access the current workspace and what each person is allowed to do.Managing Users
The Users page lets workspace owners and admins invite new members, review existing users, and update their access level.
Give users the minimum access they need for their work. You can always update their role later as responsibilities change.
Managing Roles
Roles define what users are allowed to do in a workspace. You can use roles to separate responsibilities between admins, operators, support teams, billing teams, and other internal workflows. To manage roles, go to Workspace > Users, then open the Roles tab.
Common permissions include:
| Area | What it allows |
|---|---|
| Pearls | Create and edit Pearls, including access to PearlVibe. |
| Activities | Moderate activity status. |
| Analytics | View analytics. |
| Leads | View and moderate leads. |
| Calls | View calls and post-call information. |
| Resources | Manage phone numbers, agents, API keys, and users. |
| Advanced settings | Manage security and sessions. |
| Audit log | View the audit log. |
| Billing | Manage account billing. |
Workspaces
A workspace is an isolated environment with its own Pearls, activities, settings, billing, users, and logs. Use workspaces to separate teams, customers, or projects. Everything above (users and roles) is scoped to the workspace you are currently in. In the settings menu, the options are split into two groups:- User settings (such as Profile and Security) are personal to your account and follow you across every workspace.
- Workspace settings (everything listed under the Workspace section, like General Settings, Phone Numbers, Text Channels, Agents, Subscriptions & Payments, Users, API Keys, and more) apply only to the workspace you are currently in.
When you switch workspaces, all the Workspace settings change to reflect the selected workspace. Your User settings stay the same.
General Settings
The General Settings page manages your workspace identity, notifications, and security preferences.
| Setting | Description |
|---|---|
| Workspace Name | The name visible to all members of the workspace. |
| Billing Email | Email used for invoices, receipts, and payment-related notifications. |
| Notifications Email | Email where important alerts and workspace notifications are sent. |
| Newsletter | Opt in to receive product news, feature updates, and occasional announcements. |
| Session Timeout | How long a session on the platform stays active before expiring due to inactivity (in minutes). |
| Public Recordings | When enabled, call recordings are accessible publicly via a shared link. |
| Delete Workspace | Permanently delete the workspace and all associated data. |
Creating a New Workspace
You can create a separate workspace when you need to isolate teams, customers, projects, or billing.
Switching Workspaces
If your account belongs to multiple workspaces, use the workspace switcher to move between them. The selected workspace controls which Pearls, activities, settings, billing, users, and logs you are viewing.
Related Settings
Account Security Settings
Configure session timeout, audit logs, 2FA, and enterprise SSO.
Billing
Manage subscriptions, payment methods, invoices, and auto-recharge.