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Learn how to create and manage workspaces, and collaborate with team members.

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Default Workspace

When you first create an account, a default workspace is automatically created for you. This workspace serves as your primary environment for managing projects and collaborating with team members.

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Find your workspace ID / org ID

Sometimes we might ask for your workspace ID / org ID when debugging issues related to your account. You can find it in your workspace settings page. Open Settings from the sidebar:

Settings in the sidebar

Then open Workspace → General. Your workspace ID appears under Workspace ID:

Workspace ID in General settings

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Creating Additional Workspaces

To create a new workspace:
  1. Click the workspace selector in the top left corner of the dashboard
  2. Select Add another workspace
  3. Enter your workspace name
  4. Click Save

Workspace selector with Add another workspace

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Managing Team Members

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Inviting Members

To invite team members to your workspace:
  1. Open Settings → Workspace → Users
  2. Click Invite a member
  3. Enter their email address and select a role
  4. Send the invitation
If a team member does not receive the invitation email, you can resend it by inviting them again with the same email address.

Users list

Invite a member dialog

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Invitation Process

  • Invited members receive an email with a link to join the workspace
  • They can create a new account or use an existing one
  • Once accepted, they have immediate access

Invitation email

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Leave a Workspace

To leave a workspace:
  1. Open Settings → Workspace → Users
  2. Click Leave Workspace
  3. Confirm your action
Important considerations before leaving:
  • If you are the only member, leaving permanently deletes the workspace and all its data, and a final invoice is generated for any outstanding usage — the same as deleting the workspace. Your account stays active and you keep access to any other workspaces.
  • If other members remain but you are the workspace’s last admin, you can’t leave until another member has the Admin role. Assign Admin to someone else first, or delete the workspace.
  • You can rejoin a workspace if another member invites you back.

Leave Workspace on the Users page

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Delete Workspace

Only a workspace Admin can delete a workspace. In Settings → Workspace → General, open the options menu (⋯) and select Delete, then type the workspace name to confirm. Before deletion, please note:
  • All workspace data will be permanently deleted and cannot be recovered
  • A final invoice will be generated and charged for any usage up to the deletion date
  • All team members will lose access to the workspace
  • Any active API keys will be invalidated
You can’t delete your only workspace on its own. If this is the only workspace on your account, deletion is blocked — to remove it, delete your account from account settings instead.
If there is no payment method on file when you delete the workspace, the final invoice is still generated for any outstanding usage and remains due. Add a valid payment method before deleting (see Add payment methods) so the final charge can settle automatically. If a charge fails afterward, follow Handle failed payments or contact Retell support to resolve the balance.

Delete option in General settings

Delete workspace confirmation