A workspace lets your team share meetings and meeting data, enable automations across the team, and configure settings for everyone in one place. With a workspace you can share meetings with team members, enable automations for the whole team, set default or enforced settings across the workspace, and more.
Create a workspace
Go to Settings β General (under Workspace).
Select Create workspace.
Add members by entering their email address and selecting a role:
Admin: can manage workspace settings, members, and automations.
Member: can use Circleback for their own meetings and access what's shared with them.
Viewer: can access what's been shared with them but cannot use Circleback for their own meetings. Viewers are free.
The person who creates the workspace is the admin and billing owner by default. You can make others admin or transfer billing ownership at any time. The billing owner is the only person who can manage payment settings.
There's no limit on how many people you can add to a workspace. You can also automatically add new users who sign up with an email matching your workspace's domain.
