Workspaces

Workspaces in BlueTicks allow you to organize your work and collaborate with team members in separate, dedicated environments.

Workspaces Overview

Understanding Workspaces

Workspaces function as separate environments within your BlueTicks account:

Each workspace has its own settings, members, and resources
Data and configurations are isolated between workspaces
Team members can belong to multiple workspaces with different roles
Billing can be managed separately or consolidated across workspaces

Creating a New Workspace

To create a new workspace:

Click on the workspace selector in the top navigation bar
Select "Create New Workspace"
Enter a name for your workspace
Upload a workspace icon (optional)
Choose the workspace type (Team, Enterprise, etc.)
Configure initial workspace settings
Click "Create Workspace"

Managing Workspace Settings

As a workspace administrator, you can configure various settings:

General Settings

Workspace name and description
Workspace icon and branding
Timezone and language preferences
Default notification settings

Workspace Access

Public/Private visibility
Domain restrictions
IP access controls
Single Sign-On (SSO) configuration

Data Retention

Set data retention policies
Configure backup settings
Manage export options

Workspace Members

Control who has access to your workspace:

Inviting Members

Navigate to Workspace Settings > Members
Click "Invite Members"
Enter email addresses (individual or bulk)
Assign roles and permissions
Add a personalized message (optional)
Click "Send Invites"

Member Roles and Permissions

BlueTicks offers granular role-based access control:

Workspace Owner: Complete administrative control
Workspace Admin: Manage settings and members
Manager: Access to most features with limited administrative capabilities
Member: Standard access to workspace features
Guest: Limited access to specific resources
Custom Roles: Create tailored permission sets

Transferring Ownership

To transfer workspace ownership:

Go to Workspace Settings > Members
Find the member you want to make owner
Click the options menu (⋮) and select "Transfer Ownership"
Confirm the transfer

Workspace Resources

Each workspace contains its own set of resources:

Knowledge bases
Ticket queues
Workflows and automations
Integration configurations
Custom fields and tags
Reports and dashboards

Switching Between Workspaces

To switch workspaces:

Click on the workspace selector in the top navigation
Select the workspace you want to access
Your interface will update to reflect the selected workspace

Workspace Analytics

Monitor workspace activity and performance:

Member activity and engagement
Resource usage and trends
Performance metrics
Collaboration statistics

Access these analytics from Workspace Settings > Analytics.

Archiving and Deleting Workspaces

When a workspace is no longer needed:

Archiving

Go to Workspace Settings > General
Scroll to the bottom and click "Archive Workspace"
Confirm your decision
Archived workspaces can be restored within 30 days

Deletion

Go to Workspace Settings > General
Scroll to the bottom and click "Delete Workspace"
Enter the workspace name to confirm
Click "Permanently Delete"

Note: Workspace deletion is irreversible. All data will be permanently removed.

Best Practices for Workspace Organization

Create separate workspaces for distinct business units or clients
Use standardized naming conventions
Establish clear roles and permissions
Regularly audit workspace access
Document workspace configurations
Train team members on workspace navigation

Workspace Limitations

Be aware of the following limitations:

Maximum number of workspaces per account (varies by plan)
Maximum members per workspace
Resource limitations based on your subscription
Feature availability by workspace type

Need Help with Workspaces?

If you have questions about workspaces:

Visit our Help Center
Contact support through the chat icon
Email [email protected] with "Workspace Help" in the subject line

API Access FAQ