Set up a workspace

In the Workspaces page, click ADD WORKSPACE.

Enter a Name and Description for your workspace.

Click SAVE.

In the Company settings page, click Team members provisioning.

Automatically assign provisioned users with access to the new workspace by creating or editing the provisioning assignments. For more information, see Provisioning team members.

In the Company settings, click Team Members.

Update data capture and permission settings for the team members you want to have access to the new workspace.

If you need to move data like calls or folders, check this article: Move calls to another workspace.