Skip to main content

Workspace

πŸ“„PDF

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.

Navigation Panel​

The navigation panel at the top provides quick access to key sections:

Navigation Panel
/img/screenshots/yuchat-ws-navigation-tab

Main 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
info

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.

Creating a Workspace​

info

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

info

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.