Managing your workspace

This section is for Workspace Owners and Workspace Admins. You can use every Agent in the workspace, review its members and data, and run its WhatsApp connection. Setting up Agents, access, and data is done together with the Nalar team.

Owner and Admin

Both roles can do the same things in the app. The difference is ownership: the Workspace Owner holds the workspace for your company, and a Workspace Admin, often someone from IT, helps run it. An Admin has no authority over any other workspace.

Where to find things

Select your name at the bottom of the sidebar, then select Settings. Owners and Admins see these sections:

Department Heads and Staff see only their own settings. A Department Head also gets a read-only list of the members in the departments they lead.

What the Nalar team handles

Your workspace was prepared with the Nalar team before anyone signed in, and changes still go through them during the current beta:

• creating Agents, naming them, and choosing their Department Heads
• which members can use which Agents
• which data sources each Agent reads
• inviting members, and their roles and departments
• corrections to Business Context
• member phone numbers, which come from your company's HR-approved roster

When something needs to change, ask the Nalar team. Explain what should change and who approved it on your side.

What you do yourself

• Review members and turn WhatsApp access on or off for them.
• Upload documents for Agents and decide which Sub-agents can read them.
• Check whether data sources and documents are healthy.
• Connect, reconnect, or disconnect the workspace's WhatsApp number, with your IT team.

Where to go next