Workspace Administration

Workspace settings affect everyone in the organization. The role assigned to you determines which settings you can read or change.

Members

With Members and roles Write access, invite teammates by email, change a non-Admin member’s role, or remove their access. Only Admins can assign or remove Admin access. You cannot change your own role or remove yourself. See Team & Roles for the complete process.

Note: Use the Team & Roles section of this guide before changing a role. A role affects conversation visibility and which configuration tools that person can use.

Task Briefings

With Tasks Write access, each person can opt in to a morning WhatsApp briefing of open tasks. Choose a delivery time between 5:00 AM and noon and confirm the timezone. The page explains anything that must be completed—such as phone verification or an available sender—before the briefing can be enabled.

Sales Workspace

Sales Write access with All scope is required to change these workspace options. Leads are always shown in Sales. Turn on Track deals when the team needs opportunity values, stages, and close dates. Turn on Organize by company when several people and deals belong to the same business. Hiding Deals or Companies does not delete existing records.

Delete Organization

Organization settings Write access is required to delete the workspace. Deleting an organization removes it for every member. Use this only when the entire organization and its data should be removed, not when one person is leaving. The final confirmation describes the impact and cannot be reversed.