Create and organize your workspaces

Steps

1. Step 1 of 10

   Open Workspaces

   Workspaces is in the company administration.

   Workspaces is a page of the company administration. From a workspace menu, open the workspace picker and choose Manage company; in the company menu, choose Workspaces, the third page. You can also get there from the setup guide on My Bridge: Workspaces is the third step of Company setup. A workspace is a part of the company with its own people, contacts, conversations, channels and settings; nothing crosses between workspaces on its own. The band at the top is a reminder that belonging to the company and having access to a workspace are two different things.

   • Workspace picker › Manage company
   • Company › Workspaces
   • Or from My Bridge › Company setup

   Watch step 1 on the screen

2. Step 2 of 10

   Check the list of workspaces

   Each row is a workspace, with its status and its people.

   The table shows one workspace per row: its name with its colour, the Description, how many People reach it, its Status and when it was Created. The Status can be Active, Being set up, Inactive or Archived. The colour follows each workspace across the company pages. The number of people comes from each person’s assignments and is never typed in; when nobody belongs yet, it says Nobody yet, like Marketing, which is Being set up. Use Search a workspace to find one by its name.

   • Name, Description, People, Status and Created
   • People comes from the assignments
   • Nobody yet: nobody belongs yet

   Watch step 2 on the screen

3. Step 3 of 10

   Create a workspace

   A new workspace needs a name and a description.

   Click Create workspace, at the top right of the table. The New workspace panel opens. Type the Name, which is required: it is the name people see when they switch workspace. Add a one-line Description that says what it is for. The Status stays fixed on Being set up, and the Workspace ID is assigned when it is created. In the example, you create Spare parts, for the sales of spare parts and accessories.

   • Create workspace, above the table
   • Name required, plus a description
   • The ID is assigned when it is created

   Watch step 3 on the screen

4. Step 4 of 10

   Check what it starts with

   A new workspace starts empty, on purpose.

   What it starts with sums up what a new workspace comes with: no contacts and no conversations, because they belong to the workspace they arrived in; no channel connected, because WhatsApp, voice and email are connected inside it; and no templates, agents, API keys or webhooks. It only shares the company identity, billing and sign-in methods with the others. The alert says it is created as Being set up and becomes Active once it has at least one person and one channel.

   • No contacts, conversations or channels
   • Shares identity, billing and sign-in
   • Active with one person and one channel

   Watch step 4 on the screen

5. Step 5 of 10

   Save the workspace

   Once created, it is Being set up.

   Click Create workspace, at the foot of the panel. If the name is missing, the field says so and the workspace is not created. Once it is created, the Workspace created notice confirms that it is being set up, that nobody belongs to it yet and that no channel is connected, and the workspace appears in the table. Cancel closes the panel without creating anything; the panel only closes with Cancel or the X.

   • Create workspace, at the foot of the panel
   • It is Being set up
   • Cancel closes without creating

   Watch step 5 on the screen

6. Step 6 of 10

   Edit a workspace

   The name changes; the workspace ID does not.

   In the row’s three-dot menu, choose Edit. The panel shows the workspace with how many people it has and when it was created. You can change the Name, the Description and the Status. The Workspace ID, for example ws_sales, is stable: renaming the workspace does not change it, so nothing inside it moves. Click Save workspace; the Workspace saved notice confirms it.

   • ⋮ menu › Edit
   • Name, Description and Status
   • The ID does not change on rename

   Watch step 6 on the screen

7. Step 7 of 10

   Check who has access

   Belonging to the company gives no access to a workspace.

   Belonging to the company gives no access on its own: a person reaches a workspace only when they are assigned to it, from Company members or inside the workspace. In the edit panel, People in this workspace shows each person with their company role, for example Administrator or Manager. What they can do there, their licence and their team are set in the workspace itself, under Users and Teams. The People count in the table always follows these assignments.

   • Reached by assignment, not by belonging
   • Each person with their company role
   • Permissions and licence: in Users and Teams

   Watch step 7 on the screen

8. Step 8 of 10

   Go into a workspace

   From the list you go into each workspace’s panel.

   In the row’s three-dot menu, Go to this workspace opens that workspace’s admin panel on My Bridge, with the workspace menu in place of the company menu. The same button is in the edit panel. You can also go in from the Choose a workspace picker, at the top of the company menu.

   • ⋮ menu › Go to this workspace
   • Its panel opens on My Bridge
   • Also from the edit panel

   Watch step 8 on the screen

9. Step 9 of 10

   Archive a workspace you no longer use

   Archiving is not deleting: it can be brought back.

   In the row’s three-dot menu, choose Archive workspace. Bridge asks you to confirm and tells you how many people reach that workspace: its contacts, conversations, channels and agents stop being reachable with it. Archiving is not deletion: the workspace keeps its identifier and its history, nobody is removed from the company, and it can be brought back. What it is billed for, if anything, is settled with your Bridge contact. Click Archive workspace to confirm.

   • ⋮ menu › Archive workspace
   • It keeps its ID and history
   • Nobody leaves the company

   Watch step 9 on the screen

10. Step 10 of 10

    Set up each workspace

    Each workspace is set up from inside.

    With the workspaces created, go into each one to set it up: open Choose a workspace, at the top of the company menu, and choose the workspace. Each option shows how many people it has or whether it is being set up. Its admin panel opens on My Bridge, where the setup guide continues with Workspace settings: Users and Teams, Contacts and Conversations settings.

    • Choose a workspace, at the top of the menu
    • Its panel opens on My Bridge
    • Continue with Users and Teams

    Watch step 10 on the screen