Workspace and team

Configure a workspace

The Configuration button holds every workspace setting: name, CRM integrations, tags, custom fields, members, phone numbers and permissions.

Updated on October 27, 2026

Settings that belong to a single workspace live behind the Configuration button in the left menu. It opens the workspace configuration window, organized into seven tabs.

Open the configuration

Make sure you’re in the right workspace (selector at the top of the left menu).
Click Configuration in the left menu.

You can also open it from the All my workspaces view > Workspaces > the gear icon on a workspace card. That version only has six tabs: the Permissions tab is only available from the Configuration button in the left menu, inside the workspace itself.

The tabs

General

Rename: edit the Workspace name field, then click Save.
Archive: the app shows “This workspace can’t be archived. Contact support.” To archive or delete a workspace, contact the Skipcall team through the chat.

Integrations

Connect and monitor your HubSpot, Pipedrive, Attio and Salesforce CRMs. Integrations are set up per workspace. Everything is explained in CRM integrations.

Tags and Custom fields

Create, rename and delete qualification tags and the extra fields added to contacts. See Tags and custom fields.

Members

See who has access to the workspace, add a member of your organization, change their workspace role, remove them or reactivate them. See Members, roles and licenses.

Phone Numbers

Assign each of the workspace’s numbers to a member. See Phone numbers.

Permissions

Three toggles, under “Manage this workspace’s permissions”:

Enable recordings: calls in this workspace are recorded. When it’s off, the Recordings page normally has no audio, transcript or AI summary for those calls.
Allow members to create sequences: users with the Member role can create their own sequences. When it’s off, creating sequences is generally limited to admins.
Allow members to export from a sequence: generally gives members access to the Export to CSV button in sequences.

FAQ

The authorization you gave your CRM has expired or been revoked. Click Reconnect now and follow your CRM’s authorization window. See CRM integrations.

I can’t see the Permissions tab

You probably opened the configuration from the All my workspaces view. Open the workspace, then click Configuration in the left menu.

A member doesn’t have an “Export to CSV” button

An admin can turn on Allow members to export from a sequence in Configuration > Permissions.

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In the same topic

Manage tags and custom fields Create, rename and delete qualification tags and custom fields in a Skipcall workspace, and see where they show up across the app. Manage members, roles and licenses Invite members, change their role, assign or remove a license and control which workspaces they can access: managing members in Skipcall. Manage phone numbers Assign a Skipcall number to a member, add your personal number and get an additional number: where phone numbers are managed in Skipcall. Manage multiple workspaces Switch between workspaces, use the All my workspaces view, create a new workspace and fix a failed workspace payment in Skipcall.