Account and business details

Your account identifies you. Workspace details describe the business shared with your teammates.

Switch workspacesCopy Anchor Link

Open the workspace selector in the dashboard sidebar and choose the business you want to work in. The selector shows your role in each workspace. Your workspaces lists the workspaces available to your account.

Switching changes your working context. It does not transfer contacts, messages, connections or other business data. Your roles and WhatsApp number grants can differ between workspaces.

If you have unsaved edits, choose whether to keep editing or discard them before switching. A tab left open in another workspace pauses when it detects the change. Return to its workspace to continue, or reload the current workspace. When offered, Download draft saves a copy of supported unsaved input.

Create another workspaceCopy Anchor Link

1. Choose Create workspace in the workspace selector or workspace list.
2. Enter a workspace name and industry. Add the optional business details if needed.
3. Review and accept the workspace policies, then select Create workspace.
4. Connect WhatsApp and invite the teammates who need access.

A verified account that has completed onboarding can create an empty workspace. You become its Admin; your access to existing workspaces stays unchanged. If your account policies need review, complete that step first.

Each workspace can connect one Meta Business Portfolio, including its WhatsApp Business Accounts and phone numbers. A portfolio belongs to one workspace. Create a separate workspace for another portfolio; switching is not a way to move a connected portfolio.

If creation reports an uncertain result, use the status or retry action on the same form before submitting a second workspace request.

Edit your personal profileCopy Anchor Link

1. Open Settings > Account and find Personal profile.
2. Update your name, mobile number or job title as needed.
3. Save the change and confirm the displayed result.

Email is read-only in this form. Your profile mobile is a contact detail, not the WhatsApp sender connection. To connect a messaging number, use Numbers.

Use Sign out from the user menu when you finish on a shared device. For Google or email-link sign-in, follow workspace setup and sign-in recovery. These guides do not describe password or two-factor controls that are absent from the current account form.

Maintain shared company detailsCopy Anchor Link

A workspace Admin can open Settings > Workspace > Company details. Review the company name, timezone, website, industry and team size, then select Save.

Use the intended IANA timezone, such as Asia/Kolkata, rather than an ambiguous abbreviation. Timezone affects business hours and scheduled activity. Review those configurations when changing it.

A failed save is not a confirmed update. Read the field or permission error and retry the existing edit after correcting it. Do not create another workspace to work around a profile error.

Review other administration separatelyCopy Anchor Link

Use Team for roles and number grants, Policies for current acceptance decisions, and Billing for provisional plan interest. Those settings do not change just because you updated the company name.