---
title: "Configure a workspace | Skipcall"
description: "The Configuration button holds every workspace setting: name, CRM integrations, tags, custom fields, members, phone numbers and permissions."
url: https://skipcall.io/en/help/workspace-settings
language: en
last_updated: 2026-10-27
---
[Help center](https://skipcall.io/en/help)

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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

1. Make sure you’re in the right workspace (selector at the top of the left menu).
2. 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](https://skipcall.io/en/help/crm-integrations).

### Tags and Custom fields

Create, rename and delete qualification tags and the extra fields added to contacts. See [Tags and custom fields](https://skipcall.io/en/help/tags-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](https://skipcall.io/en/help/members-roles-licenses).

### Phone Numbers

Assign each of the workspace’s numbers to a member. See [Phone numbers](https://skipcall.io/en/help/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

### A yellow “Connection … interrupted” banner shows at the top of the page

The authorization you gave your CRM has expired or been revoked. Click **Reconnect now** and follow your CRM’s authorization window. See [CRM integrations](https://skipcall.io/en/help/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.](https://skipcall.io/en/help/tags-custom-fields) [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.](https://skipcall.io/en/help/members-roles-licenses) [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.](https://skipcall.io/en/help/phone-numbers) [Manage multiple workspaces Switch between workspaces, use the All my workspaces view, create a new workspace and fix a failed workspace payment in Skipcall.](https://skipcall.io/en/help/manage-workspaces)