Workspace Overview

Your Wexio workspace (organisation) is the central hub where all your team's activity happens.

The main sidebar provides access to all features:

Organisation Switcher

If you belong to multiple organisations, you can switch between them using the organisation switcher in the top-left corner of the sidebar.

Wexio uses role-based access control with four roles:

Role	Description
Owner	Full access, billing management, can delete organisation
Admin	Full access to all features, can manage team members and settings
Editor	Can create and edit flows, templates, and contacts - cannot manage team or settings
Agent	Inbox-only access - can view and respond to conversations

Permission	Owner	Admin	Editor	Agent
Access Inbox & respond to chats	✅	✅	✅	✅
Manage contacts (People)	✅	✅	✅	❌
Create & edit Flows	✅	✅	✅	❌
Create & edit Templates	✅	✅	✅	❌
Manage Integrations	✅	✅	❌	❌
Manage Team members	✅	✅	❌	❌
Manage Organisation settings	✅	✅	❌	❌
Manage Billing & subscription	✅	❌	❌	❌
Delete Organisation	✅	❌	❌	❌

Some features like Integrations management and Team settings require Admin or Owner role.

Invite members and manage roles

Connect messaging channels and services