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GuidesMulti-workspaceWorkspace management

Workspace management

Each Active Reach organization holds one workspace — the brand-tenant. Organization admins manage it from Settings → Organization → Workspace or directly from the sidebar.

One workspace per brand

Under the canonical hierarchy, a workspace represents the brand-tenant. Operators do not create multiple workspaces inside one org to represent different brands. Multi-brand operators use agency mode — a separate Aegis org (with its own workspace) per brand, linked to a holding agency org.

For a single brand with many outlets, the right shape is one workspace and many locations. Outlets are created and edited from Settings → Locations and are first-class objects under the brand-tenant.

Configuring the workspace

The workspace settings cover:

  • Brand identity — name, slug, logo, brand colors. The slug appears in customer-facing URLs ({slug}.actii.me/...).
  • Industry & sub-industry — drives playbook recommendations and benchmarks.
  • Region — data residency region. Set once during onboarding and cannot change (your data lives in that cell).
  • Channels — register WhatsApp, SMS, email, RCS at the workspace tier. Outlets pin sender mappings, they do not re-register channels.
  • Brand-tier defaults — bill template, review thresholds, loyalty rules, commerce policy. Edited inline on each product page when the chip strip is set to “All outlets”.

Adding locations (outlets)

For chains, franchises, and multi-store retailers:

  1. Go to Settings → Locations → New location
  2. Configure name, address, opening hours, manager, payment merchant
  3. (Optional) Pin a per-outlet sender for each channel
  4. Save — the outlet is immediately available in the chip strip on every dashboard page

Per-outlet overrides for product settings (e.g. local hours overriding brand-tier defaults, a specific WhatsApp number for this outlet) are authored from each product’s page with the chip strip set to that outlet.

Which Active products are turned on at which outlets is managed on the Connected Products activation matrix — every cell is a clickable toggle, with safety prompts for brand-shared products and read-only cells for always-on products.

Archiving

Archive the workspace if you are shutting down operations:

  • Archived workspaces stop sending and stop counting MAU
  • Data is preserved for 90 days (downloadable via export)
  • After 90 days, data is permanently deleted
  • Archiving is reversible within the retention period

What’s next

Multi-workspace overviewPortfolio dashboard