Spaces — Workspaces

If you have one project and one team, you usually don’t need to configure Spaces separately: the default space is enough. When you have several business areas, create a separate Space for each. When y

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If you have one project and one team, you usually don’t need to configure Spaces separately: the default space is enough. When you have several business areas, create a separate Space for each.

When you need Spaces

Several different offers or projects — each in its own Space.

A test environment separate from production — two Spaces within one company.

Several media buyer teams work in isolation from each other.

A contractor should see only one project — give them access to one Space.

Support is split by product — a separate Space for each product.

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What’s inside

The Spaces section has two subsections:

How to create a Space— Company → Spaces → New space: what to specify when creating one and how access permissions work.

Managing Users and Roles within a Space— adding and removing members, 7 roles within a Space (Owner, Admin, Manager, Operator, Hide Operator, Controller, Viewer).

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Getting started

Just connected Chatterfy — you don’t need to touch this section: by default, the space for the first team is used. Come back here when you need to isolate projects.

A second project or team has appeared — How to create a Space, then Managing Users and Roles within a Space.

Need to understand which roles to assign — each Space has its own hierarchy of 7 roles. Details in Managing Users and Roles within a Space.

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Section articles

How to create a Space

Creating a Space takes 30 seconds. Users are not added automatically to the new Space. What you’ll have at the end A new isolated Space with an empty set of bots and an empty team. Next, add participa

Managing Users and Roles within a Space

Key Information If a user is not in the company yet, first invite them via . If they are already in the company but do not have access to a Space, add them via the Space section. Only then will they s

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Related

Administration (Company)

The Company section is about the company’s infrastructure. Not sales or advertising. Here you manage the team, projects, access permissions, and action control. In most cases, you only need to go here

User Roles

To configure a custom set of permissions, use Company → Roles & permissions. Creating and assigning custom roles for the company and spaces is described in a separate guide: . When to refer to this ar

How to Invite Users

In Chatterfy, you can invite an employee by email (an email with a link and automatic role assignment) or by link (one link for everyone — send it in any messenger or chat). Before you start Decide in

Logs — company activity log

The Logs section — every significant change: inviting a user, changing a role, creating a bot — is recorded with the author and time. Access to the section is limited to the company's Owner and Admin.