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Users & Workspaces cover
Users & Workspaces cover
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.

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Users & Roles

Control who can access the current workspace and what each person is allowed to do.

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Managing Users

The Users page lets workspace owners and admins invite new members, review existing users, and update their access level.
Users management page
1

Open Users

Go to Workspace > Users.
2

Invite a user

Click Invite User, enter one or more email addresses, then choose the role to assign.
Invite user dialog
3

Review access

Confirm that each user has the correct role, such as Owner, Admin, or a custom role created for your team.
Give users the minimum access they need for their work. You can always update their role later as responsibilities change.

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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.
Add role on the Roles tab
1

Create a role

Click Create Role and enter a clear role name.
2

Select permissions

Choose which actions the role should allow.
Role permissions selection
3

Save the role

Click Save Role to make the role available when inviting or updating users.
Common permissions include:
Create role names that match real responsibilities, such as Support, Operations, Billing, or Admin.

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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.

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General Settings

The General Settings page manages your workspace identity, notifications, and security preferences.
Workspace general settings
Deleting a workspace is permanent and cannot be undone. All associated data is removed.

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Creating a New Workspace

You can create a separate workspace when you need to isolate teams, customers, projects, or billing.
Create a new workspace
1

Open the workspace menu

Click the current workspace name in the sidebar.
2

Create the workspace

Click Create New Workspace, enter a workspace name, then click Create.
A new workspace has its own subscription and is billed separately.

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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.
Switch between workspaces
1

Open the workspace menu

Click the workspace name in the platform sidebar.
2

Choose a workspace

Select the workspace you want to manage from the list.

Account Security Settings

Configure session timeout, audit logs, 2FA, and enterprise SSO.

Billing

Manage subscriptions, payment methods, invoices, and auto-recharge.