Workspace
Manage your organisation's top-level workspace in Proto.
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:
In the toolbar, select your avatar > Change Workspace
Select the desired workspace
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