Workspaces

A workspace is one business. Everything you do in DMLY happens inside a workspace: the WhatsApp number you message from, the people you talk to, the bots that reply for you, the money you take. If you run one business, you have one workspace and you rarely think about it again.

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Your workspace name is your business name

There is no separate “business profile” hiding somewhere. The workspace name is the business name — the one you typed as Business name when you signed up, used verbatim. You change it in one place: your user menu at the bottom of the sidebar → Settings → the Business Details tab → Business Name. That same tab holds the rest of your business identity — Company Registration Number, Tax ID, Business Email, Business Phone, Currency, your Business Address, and your Logo. These appear on your invoices, receipts and public booking page, so it is worth filling them in early. See Business details.

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What lives inside a workspace

Almost everything. A workspace is the container, and nothing crosses from one workspace into another. The practical consequence: a contact you add to one workspace does not exist in another. Nor does a template, a flow, a tag, or an appointment. Two workspaces are two separate businesses that happen to share your login.

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Team members belong to a workspace

People do not have a global DMLY account that sees everything. A person is invited into a workspace, and their access stops at its edge. You invite by email only — there is no way to add someone directly. Go to your user menu → Team Members → Invite member, enter their email, pick a role, and select Invite. They appear as Pending until they accept. There are three base roles: If those three are too blunt, you can build your own on the Team Roles page and pick it from the Custom role dropdown in the invite modal. See Roles and permissions. How many people you can invite depends on your plan, and pending invitations count against the limit — so revoke any you’ve given up on. See Plans.

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Switching between workspaces

If you belong to more than one, select your name and avatar at the bottom of the sidebar. The dropdown shows a tile per workspace, each carrying that workspace’s initials on the colour you gave it. Select one to switch to it. The whole dashboard reloads into that workspace: its inbox, its contacts, its channels, its numbers. Nothing you were looking at carries over.

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When you want a second workspace — and when you don’t

The test is simple: is it a different business to your customers? Worth a second workspace

• A second brand with its own name, logo and WhatsApp number, where customers should never see the two mixed.
• A separate legal entity that invoices under its own registration and tax details.
• An operation with its own team who should not see the first business’s conversations at all.

Not worth a second workspace

• A second location of the same brand. One workspace, and separate your staff and calendars inside it.
• A department (sales vs support). One inbox, with assignment and tags — see Assigning chats and Tags and segments.
• A second WhatsApp number for the same business. A workspace holds several channels; add the number as another channel.
• Testing. A second workspace starts from nothing — no contacts, no templates, no approved WhatsApp templates — and you would rebuild all of it.

The cost of a second workspace is that everything doubles: channels to connect, templates to get approved, automations to rebuild, teammates to invite, and a plan to pay for. Split only when the businesses really are separate.

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Creating another workspace

Open the same menu you switch from — your name and avatar at the bottom of the sidebar — and select the + beside the workspace tiles. Name the new workspace after the business it is for; that name is what your customers will see. A new workspace starts genuinely empty. Nothing carries across from your first one: no channels, no contacts, no templates, no automations. Plan for connecting a channel and getting WhatsApp templates approved again.

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How this shows up in the API

The workspace is not a parameter in the DMLY API — it is the key itself. An API key is minted for one workspace, and the key you send is what tells DMLY which business you mean. That is why no endpoint takes a workspace id: GET /api/v1/contacts returns the contacts of the workspace that key belongs to, and nothing else. It is the same boundary as in the dashboard, enforced the same way. If you run two businesses on DMLY, you mint two keys and pick the key rather than passing an id.

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Deleting a workspace

Deleting is permanent and it takes the business with it — conversations, contacts, appointments, records, all of it. There is no undo and no trash. Only the workspace owner can do it. It lives on the Security page, under Delete workspace, and you have to type the workspace name exactly before the button will work.

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