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Workspace

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Workspaces organize communication by project, department, or team. All workspaces belong to an organization, and members are organized into channels for specific tasks or topics.

Main Workspace Elements​

Located at the top of the application interface are the

main workspace elements:
/img/screenshots/yuchat-ws-navigation-tab

Main Workspace Sections​

  • Call Recordings β€” Access recordings from:

    • Public calls in workspace channels
    • Personal or group calls you participated in
  • My Calls β€” Contains:

  • Notifications β€” Messages where you were mentioned
  • Threads β€” Manage discussion threads

Quick Actions​

The Quick Actions panel provides fast access to common tasks:

Jump To​

Quickly find and open any channel or chat. Shows all channels, bot chats, and personal chats with a search bar.

Select a chat to open it instantly
yuchat-jump-to-search


tip
tip

Navigate with ↑ ↓ β€’ Open with Enter β€’ Close with Esc


Channels and Chats​

Manage channels, chats, and folders:

  • Folders β€” Organize channels into groups
  • Chats β€” Bot chats (in workspaces) or personal chats (in Contacts)
  • Channels β€” All workspace channels
  • Archived Channels β€” Archived channels

Add​

Quick create:

  • New channel
  • New folder
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In Contacts: Create personal chats and folders


Start Call​

Start a call:

  • Select participants
  • Create a call room
  • Invite colleagues
tip

Keep the navigation panel visible while scrolling: enable Pin workspace navigation panel in Settings.

Context

The navigation panel and navigation history are part of the main workspace elements located at the top of the application interface.

  • ← Back – return to the previously viewed screen
  • β†’ Forward – move forward through navigation history
  • History – opens the history of application navigation

When you click the "History" button, a window opens with a list of recent transitions in the application

The history saves all transitions between organizations, workspaces and their sections

How to use history:

  1. Click the "History" button on the navigation panel
  2. Select the desired item from the opened list
  3. You will instantly transition to the selected screen
tip

Navigation history stores your actions throughout the entire application, not just in the current workspace. You can easily return to any recently viewed channel, chat, or other section.

Creating a Workspace​

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All workspaces belong to an organization. When you create your first workspace, Contacts is automatically created.

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Organization β€” A container for workspaces. Users see Contacts and Workspaces, not the organization itself.

During Registration​

See Registration and Invitations.

  1. After registration, the setup wizard opens Create Workspace
  2. Select an organization or let one be created automatically
  3. Enter a Workspace Name
  4. Add a Description
  5. Click Confirm

Creating Additional Workspaces​

If your plan and permissions allow:

  1. Click + in the sidebar
  2. Select an organization or create one automatically
  3. Enter the workspace name and click Create Workspace
  4. Add participants
tip

After creating a workspace, you can invite colleagues by email or share an invitation link. Separate multiple emails with commas or spaces. You can also skip this step and invite later.

Plan Limits
caution

FREE:

  • One workspace per organization
  • Upgrade required for additional workspaces

CLOUD Lite:

  • Unlimited workspaces
  • Any member can create workspaces
  • Can create additional organizations (on Free plan)

ENTERPRISE ONPREM:

  • Unlimited workspaces
  • Any member can create workspaces
  • Organization creation may be restricted by configuration

Inviting Members​

  1. Go to Workspace Settings
  2. Open Invite to Team

Options:

  • Invite by Link β€” Create a shareable link with expiration: 1, 7, 30 days, or Permanent

  • Invite from Contacts β€” Select users from your address book. They'll receive an email invitation.


Workspace Settings​

Click next to the workspace name to open settings.

General Settings​

Owners and Administrators can:

  • Change workspace name and description
  • Set or change the workspace logo
  • Enable/disable call recording by default
  • Allow participants to control recording during calls
  • Manage public link creation for:
    • Messages
    • Call recordings
    • Participant invitations
    • Guest invitations
note

Even with public links disabled, members can still invite users by email and share content by forwarding.

Control and manage public links created by workspace members.

note

Not available on the FREE plan.


Per the role model:

  • Owners/Administrators β€” Manage all public links in the workspace
  • Members β€” Manage only their own links

Link categories:

  • Messages β€” Link, message content, author, date, channel
  • Call Recordings β€” Link, recording, author, date, channel
  • Links
  • Recurring Calls
  • Call Rooms
  • Invitations β€” Link, type, author, date
  • Guest Invitations

Quick actions on each link:

  • Deactivate
  • Copy (or from context menu)
  • Go to source message

Using the context menu:

  1. Select a link category
  2. Right-click a link
  3. Choose an action

Inviting Participants and Guests​

In Invite to Team and Invite Guests, you can:

  • Create invitation links (if enabled by workspace settings)
  • Invite by email
note

When inviting guests, select which channel they'll join. Guests can only communicate with members of that channel.

Managing Members​

All members can view the participant list in Participants.

Administrators can also:

  • Remove members:

    1. Select the member and click
    2. Confirm with Remove Participant
  • Change roles:

    1. Select the member and click
    2. Choose a role and click Change Role

Leaving a Workspace​

  1. Click next to the workspace name
  2. Select Leave <Name>
  3. Click Leave
tip

You can only rejoin by invitation.

Managing Content​

View and manage folders, channels, bot chats, and archived channels from the Channels and Chats panel in Quick Actions.

  • Folders β€” Edit or delete folders
Folder Settings
Right-click a folder to access settings
  • Chats β€” Bot chats (or personal chats in Contacts)

  • Channels β€” All channels with search

  • Archived Channels β€” View or restore archived channels

    • View: Open an archived channel
      yuchat-archive-channel-open
    • Restore: Owners and Administrators can restore archived channels
      yuchat-archive-channel-unarchive
note

Owners and Administrators see all archived channels but can only view those they participated in.

Downloads​

Context

The downloads manager is part of the main workspace elements located at the top of the application interface.

The downloads manager allows you to track and manage downloaded files in the desktop application.

You can open the downloads manager in two ways:

  • Via Application Menu β†’ Navigation β†’ Downloads
  • Via the button in the top right corner of the main application window

In the downloads manager, the following actions are available for each file (by right-clicking):

  • View list of downloaded files
  • Open file
  • Open folder with file
  • Remove file from downloads list
tip

These same actions are available when hovering cursor over a file in the list, if the Show context menu on hover option is enabled in settings.