Setting up team workspaces the right way
Structure members, numbers, and permissions so the whole team stays organized as you grow.
One workspace per team, not per person
Workspaces are containers for a team's numbers, members, and flows. Model them around how your business is actually organized — sales, support, operations — rather than around individuals.
This keeps ownership clear as people join and leave.
Assign numbers deliberately
Give each workspace the numbers it owns and nothing more. A shared main line can live in one workspace with routing that fans out to the others.
Clear number ownership makes reporting and billing far easier to reason about.
Use roles to control access
Not everyone needs to edit routing or view billing. Assign roles so members see exactly what they need and admins keep control of the sensitive settings.
Add the whole team from the dedicated Members page rather than one workspace at a time.
Review as you grow
Revisit your workspace structure every quarter. Teams reorganize, and your call setup should follow. A quick audit prevents orphaned numbers and stale permissions.
Good structure early saves painful migrations later.
