# Carbon Voice Help — Workspaces > Setting up and administering a workspace for your team. Site: https://help.carbonvoice.app Index of every section: https://help.carbonvoice.app/llms.txt Complete documentation: https://help.carbonvoice.app/llms-full.txt (all 127 pages) License: CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/) This file is the Workspaces section of the Carbon Voice help center: 7 pages, in the same order as the site navigation. Each page is also available on its own — append `.md` to its URL. --- URL: https://help.carbonvoice.app/workspaces/create-a-workspace Source: https://raw.githubusercontent.com/PhononX/carbon-voice-docs/main/docs/workspaces/create-a-workspace.md # Create a workspace for your team A team workspace helps a team collaborate in Carbon Voice, with fewer meetings, faster decisions, less time lost. A workspace gives you: - A directory for finding team members and shared conversations. - Access control over conversations, and removal when someone leaves the team. - Central billing, if you want to pay for premium features across the team. - Custom retention policies and data export. 📺 [Watch: setting up a team workspace](https://youtu.be/CpAcdc0V_nY) ## 1. Create the workspace Tap your **Profile Menu** from Home, choose **Spaces**, then tap the **"+"** to create a new workspace. Give it a name and upload an image for its icon. ## 2. Set up workspace discovery Associate your company domain or domains with the workspace. Anyone who logs in with a matching email domain is then told the workspace exists. You can configure whether they: - Join automatically, - Are prompted to request to join, with an admin approving, or - See custom instructions you've written, covering internal processes or how to join. See [Connect a domain to your workspace](https://help.carbonvoice.app/workspaces/connect-a-domain). ## 3. Add team members Enter email addresses for your team, and you can paste a comma-separated list. They'll get an email letting them know they've been added, with links to download the app. You can also generate a link and share it yourself. See [Adding someone to a workspace](https://help.carbonvoice.app/workspaces/adding-people). ## 4. Create starter conversations Use the suggested conversations or create your own. Once created, tap into each one and tap **Add People** to add the relevant people, then send a first message. ## Making it stick Most of the value comes from breaking the meeting habit. It's worth going through the calendar and finding which meetings could become asynchronous voice conversations instead. ## Provisioning via SCIM Enterprise teams can provision people through SCIM. See [Okta user provisioning with SCIM](https://help.carbonvoice.app/workspaces/okta-scim), or reach out through **Profile Menu → Help → Get Support**. ## Related - [Roles and access controls](https://help.carbonvoice.app/workspaces/roles-and-access-controls) - [Advanced workspace settings](https://help.carbonvoice.app/workspaces/advanced-settings) --- URL: https://help.carbonvoice.app/workspaces/roles-and-access-controls Source: https://raw.githubusercontent.com/PhononX/carbon-voice-docs/main/docs/workspaces/roles-and-access-controls.md # Roles and access controls Workspace owners and admins can assign roles and control who is allowed to bring new people in. ## Assigning a role ![Member, Admin, and Remove role options for a workspace member](/img/workspaces/workspace-roles.webp) 1. Tap your profile picture on Home and go to **Spaces** from the main menu. 2. Choose a workspace where you are an admin or the owner. 3. Tap the **"…"** in the upper right corner for **Workspace Settings**. 4. Tap the **"…"** next to any member's name and set their role: **Member** or **Admin**. ## Controlling who can invite people ![Workspace admin control for who can invite members](/img/workspaces/admin-controls.webp) 1. Go to the **Spaces** tab from Home. 2. Choose a workspace where you are an admin or the owner. 3. Tap the **"…"** in the upper right corner for **Workspace Settings**. 4. Tap **Admin Controls**. 5. Set the invite access controls for workspace members and admins. ## Related - [Adding someone to a workspace](https://help.carbonvoice.app/workspaces/adding-people) - [Advanced workspace settings](https://help.carbonvoice.app/workspaces/advanced-settings) --- URL: https://help.carbonvoice.app/workspaces/adding-people Source: https://raw.githubusercontent.com/PhononX/carbon-voice-docs/main/docs/workspaces/adding-people.md # Adding someone to a workspace You can add someone directly, or share a link they can use to join. 1. From the Home screen, tap your profile picture to open the Profile Menu. It's at the top left on mobile, and at the bottom of the navigation sidebar on desktop. 2. Select **Spaces** to see your list of workspaces. 3. Tap the **gear icon** on the right side of the workspace you want to invite to. 4. Tap **Add People**. ![Workspace add people](/img/workspaces/workspace-add-people.webp) From there you can either add a contact or create a link to share. ## Adding contacts Add existing Carbon Voice contacts, email addresses, or people from your phone's contact list. ## Generating a link ![Workspace invite link](/img/workspaces/workspace-invite-link.webp) A link can be shared directly, posted on an intranet, or put on a website, and whoever receives it can tap it to join the workspace. Two settings control how it behaves: - **Link expiration** — how long the link stays valid. - **Single or multi-use** — choose **single use** when inviting one person, and the link expires as soon as they join. Choose **multi-use** when a whole team needs to join with the same link. ## Related - [Roles and access controls](https://help.carbonvoice.app/workspaces/roles-and-access-controls) — who is allowed to invite people. - [Create a workspace for your team](https://help.carbonvoice.app/workspaces/create-a-workspace) --- URL: https://help.carbonvoice.app/workspaces/connect-a-domain Source: https://raw.githubusercontent.com/PhononX/carbon-voice-docs/main/docs/workspaces/connect-a-domain.md # Connect a domain to your workspace Connecting a domain makes it easier for teammates to find and join your workspace. When someone logs in with an email address matching your connected domain, they see joining options based on the rules you set. ![Workspace discovery](/img/workspaces/workspace-discovery.webp) ## Join preferences You choose what happens when someone with a matching domain signs in: - **Do not inform** — no notification; you add members manually. - **Auto-join** — anyone with a matching domain is added automatically. - **Request to join** — they can request access, and an admin approves it. - **Custom instructions** — show your own message explaining how to join, such as pointing them at an internal form or a Slack channel. ## For a new workspace Step 2 of workspace creation guides you through associating your company domains and choosing these settings. See [Create a workspace for your team](https://help.carbonvoice.app/workspaces/create-a-workspace). ## For an existing workspace 1. Open your **Profile Menu**, which is your profile picture at the top left of Home on mobile, or the bottom of the navigation sidebar on desktop. 2. Tap **Spaces**, then the **gear icon** to the right of your workspace. 3. In Workspace Settings, tap **Admin Controls**. 4. Select **Workspace Discovery**. 5. Tap the **➕** button to add a domain. 6. Use the dropdown to choose the join preference for that domain. ## Related - [Adding someone to a workspace](https://help.carbonvoice.app/workspaces/adding-people) - [Roles and access controls](https://help.carbonvoice.app/workspaces/roles-and-access-controls) --- URL: https://help.carbonvoice.app/workspaces/advanced-settings Source: https://raw.githubusercontent.com/PhononX/carbon-voice-docs/main/docs/workspaces/advanced-settings.md # Advanced workspace settings Premium workspaces can be configured to help make sure conversations and messages that belong in your workspace end up there, and stay only as long as your policies allow. For help setting these up, reach out at [support](https://cv.chat/support) in the app. ## Default conversation **Available on Lite plans and above.** Set a workspace as the default place conversations are created, and the interface will preselect it. This is a simple on or off setting. ## Workspace colors and watermark **Available on Standard plans and above.** A color and watermark make a workspace's conversations stand out from those in your personal space or another workspace. You'll need to provide: - **Color** — a HEX value. - **Watermark** — a 64 × 64 PNG. On the **home screen**, the conversation list shows the color as a stripe down the left and as a hue on the card, with the watermark across the background. ![Workspace color home](/img/workspaces/workspace-color-home.webp) In **conversation history**, the color and watermark appear at the top. ![Workspace color history](/img/workspaces/workspace-color-history.webp) ## Retention policies **Available on Standard plans and above.** A retention policy permanently deletes messages and conversations older than a period you set. There are two separate periods: - **All named conversations and DMs** — messages older than X days are deleted nightly. - **Async meetings** — counted in days *after* the meeting ends. Everything is preserved while the meeting is running; once it ends, the messages and conversation are cleaned up X days later. > Retention cleanup runs nightly in PST, so actual deletion happens X days after the > cutoff plus however long until the next nightly run. ## Related - [Roles and access controls](https://help.carbonvoice.app/workspaces/roles-and-access-controls) - [Connect a domain to your workspace](https://help.carbonvoice.app/workspaces/connect-a-domain) --- URL: https://help.carbonvoice.app/workspaces Source: https://raw.githubusercontent.com/PhononX/carbon-voice-docs/main/docs/workspaces/index.md # Workspaces A workspace groups your team, their conversations, and the settings that apply to them, with a directory to find people, access control over conversations, central billing, and retention policies. - [Create a workspace for your team](https://help.carbonvoice.app/workspaces/create-a-workspace) - [Roles and access controls](https://help.carbonvoice.app/workspaces/roles-and-access-controls) - [Adding someone to a workspace](https://help.carbonvoice.app/workspaces/adding-people) - [Connect a domain to your workspace](https://help.carbonvoice.app/workspaces/connect-a-domain) - [Advanced workspace settings](https://help.carbonvoice.app/workspaces/advanced-settings) - [Okta user provisioning with SCIM](https://help.carbonvoice.app/workspaces/okta-scim) --- URL: https://help.carbonvoice.app/workspaces/okta-scim Source: https://raw.githubusercontent.com/PhononX/carbon-voice-docs/main/docs/workspaces/okta-scim.md # Okta user provisioning with SCIM If your organization uses Okta to manage access to tools and services, you can use Okta's provisioning to grant access to Carbon Voice automatically. The integration is built on [SCIM](https://simplecloud.info/), the industry-standard protocol for cross-domain identity management. ## What's supported - **Push users** — users assigned to the Carbon Voice application in Okta are added as members of your workspace. - **Update users** — changes in Okta sync to Carbon Voice. Supported fields are `first_name` and `last_name`. - **Remove users** — removing someone from the Okta app removes them from the workspace. ## Requirements SCIM provisioning is available to enterprise customers. You'll need an enterprise account, then request an **Okta SCIM Integration** from [support@carbonvoice.app](mailto:support@carbonvoice.app), naming the workspace you want it enabled for. Support configures the feature and returns the **URL and credentials** you'll need for the Carbon Voice Okta app integration. After that you can assign users to the app to provision and de-provision them. > When Okta authorization is enabled on a workspace, all its members must sign in > through Okta to use Carbon Voice. ## Configuring it in Okta 1. **Add the app.** Go to **Applications → Applications → Browse App Catalog** and search for **Carbon Voice**. Click **Add**, then **Done**. 2. **Enable provisioning.** On the **Provisioning** tab, click **Configure API Integration**, then **Save**. 3. **Enable user creation.** Still on **Provisioning**, click **To App**, then **Edit**. 4. Open the **Sign On** tab and click **Edit**. 5. Set **Application username format** to **Email**, then **Save**. 6. Go to **Assignments → Assign → Assign to People**. You can also assign to groups. > Users are currently created in a workspace with the default role of **Member**. ## Changing someone's email address If a user needs to change their email address in Okta, this sequence keeps their workspace and conversation access intact: 1. Add the new email address in Okta. 2. Have the user add that same address to their Carbon Voice account. Depending on your Okta configuration they may already have been removed from the workspace and lost sight of their conversations. That's expected at this stage. 3. With both addresses on the account, provisioning either one restores access to the workspace and its conversations. 4. If you remove the old address from provisioning and access disappears, remove the new address from provisioning and add it back. For help, contact [support](https://cv.chat/support) or [support@carbonvoice.app](mailto:support@carbonvoice.app). ## Related - [Create a workspace for your team](https://help.carbonvoice.app/workspaces/create-a-workspace) - [Roles and access controls](https://help.carbonvoice.app/workspaces/roles-and-access-controls)