What is a workspace?
A workspace is a separate environment within your CurrentClient organization that helps you organize teams, departments, or different business units. Each workspace has its own phone numbers, conversations, and settings - perfect for keeping things organized while maintaining centralized billing and administration.You need to be an admin in your CurrentClient account to add workspaces. If
you don’t see these options, reach out to your organization admin for help.
What goes into a workspace?
There are 3 main things that make up a workspace:- Phone numbers - You can have multiple numbers in a workspace, each with its own inbox
- Team members - You can have multiple team members in a workspace who can all collaborate
- Contacts - You can sync a CRM and provide a list of contacts in a workspace
Who should be in a workspace?
Here’s when it makes sense for people to share a workspace:- Shared phone access - If you need to easily share access to a phone number, you should be in the same workspace
- Call routing - If you need to easily transfer calls and route them to the right person, same workspace works best (you can still do it across workspaces, just takes a couple more clicks)
- Shared contacts - If you’re okay sharing a contact list, you’re a good fit for the same workspace
When should you use separate workspaces?
Sometimes it’s better to keep things separate:- Different contact lists - If you don’t share contacts, separate workspaces make sense
- Independent operations - If you don’t need to ever share, see, or help out in each other’s inbox, you don’t need to share a workspace
- No call routing needed - If you don’t need to route calls between team members, separate workspaces can work well