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.
Note: 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