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
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.
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.
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, or reach out through Profile Menu → Help → Get Support.