Free
UChat Official
Introduction
Creating and customizing a workspace is essential for efficient team collaboration and streamlined operations. This guide provides a detailed overview of managing your workspace settings, including branding, member management, and channel configurations. By understanding these features, you can optimize your workspace to suit your business needs.
Workspace Settings Overview
Once you access the workspace settings, you'll be directed to the Workspace Settings Overview page, which offers several customization options:
Update Workspace Logo
Match your branding by uploading a custom logo.
Enhances professional appearance and brand recognition.
Change Workspace Name
Modify the name to reflect your business or project.
Set Time Zone
Adjust the default time zone for your workspace.
Hover over the information icon to see that this setting affects all chatbots' default time zone.
Managing Members
The Members Overview tab allows you to control team access:
Action | Description | Additional Info |
|---|---|---|
Invite Members | Send an invitation via email | Enter email address and select role (Member or Admin) |
Assign Roles | Define permissions | Currently, only Member and Admin roles are available; more permissions are planned |
View Sent Invitations | Track pending invites | See email addresses of invited members |
Cancel Invitations | Revoke pending invites | Use the trash icon at the bottom right of each invitation |
Note: Invitations are sent via email, and you can cancel them before acceptance.
Channel Management
Channels facilitate communication across platforms like Facebook. The Channels tab offers:
Hide Channels
Make channels invisible to users if needed.
Set Bot Limits
Control the maximum number of bots per channel.
For example, on Facebook, you can set the limit to 1 depending on your plan.
Channel Type | Options | Notes |
|---|---|---|
Hide or set bot limit | Limit varies based on your subscription plan | |
Other Channels | Similar options | Customizable per platform |
Additional Tips
Plan Limitations: Your plan may restrict the number of bots per channel.
Future Updates: More permissions and features are expected to be added, enhancing control over workspace management.
In conclusion, mastering workspace management is vital for maximizing productivity and maintaining a cohesive team environment. By customizing your workspace logo, name, and time zone, inviting and managing members, and configuring channels, you create a tailored experience that aligns with your business goals. Stay proactive in adjusting these settings as your team grows and your plans evolve, ensuring your workspace remains efficient and aligned with your branding standards.