Configure workspace
A workspace in BiVelio is your organization’s private environment. It contains all your data, configurations, integrations and team members. Each workspace is completely isolated at the database level thanks to the multi-tenant system with Row Level Security (RLS).
Initial configuration
Organization details
When creating your workspace, fill in the basic information:
- Organization name — how it will appear on the platform and in communications
- Industry — to adapt templates and recommended configurations
- Time zone — for SLAs, calendar and automations
- Preferred language — Spanish by default, with support for Catalan and English
Customize your branding
Configure the visual identity of your workspace:
- Organization logo — will appear in the sidebar, emails and generated documents
- Corporate colors — visual theme customization for the application
- Email signature — template for outgoing communications
Configure active modules
BiVelio offers modules you can activate as needed. By default, the main modules are enabled:
- Dashboard and KPIs
- CRM (Contacts and Companies)
- Cases
- ChannelHub (Multichannel inbox)
- Calendar
Additional modules like Billing, Advanced AI Agents or Complex Workflows can be activated at any time.
Invite your team
From Settings > Team, invite your organization’s members:
- Enter the member’s email
- Assign a role (Administrator or Operator)
- The invitee will receive an email with a direct access link
Changes to workspace configuration are applied immediately for all team members.
Workspace structure
Each workspace contains the following isolated elements:
| Element | Description |
|---|---|
| Data | Contacts, cases, documents, invoices — all separated by tenant |
| Integrations | Your own MCP connections (Gmail, WhatsApp, Stripe, etc.) |
| Workflows | BPM processes designed and executed within the workspace |
| AI Agents | Agents configured with workspace context and permissions |
| Configuration | Branding, notifications, preferences and team settings |
| Billing | Active plan, credits, payment history |
Member management
Available roles
| Role | Permissions |
|---|---|
| Administrator | Full configuration, billing, team management, all modules |
| Operator | Access to functional modules, without the ability to administer the workspace or billing |
Licenses and packs
Each plan includes a base number of licenses. To expand the team:
- Additional administrators — added individually
- Additional operators — added in packs of 5 operators
See Plans & Pricing for the cost of additional licenses.
Advanced settings
Notifications
Configure which events generate notifications and through which channel:
- In-app notifications (always active)
- Email notifications (configurable by event type)
- Webhooks (for custom integrations)
Time zone and calendar
The workspace time zone affects:
- SLA calculation for cases
- Automation scheduling
- Calendar display
- Timestamps in the activity history
Data and privacy
From Settings you can:
- Export all your workspace data (JSON/CSV format)
- Request complete deletion of the workspace and associated data
- Review the access log and security activity
Workspace deletion is irreversible. All data, integrations and configurations will be permanently deleted after a 30-day grace period.