Articles on: Getting Started

How to Set Up Your Calilio Workspace?

To set up your Calilio workspace, click Settings in the sidebar, then My Workspace. Name the workspace so your team recognizes it, check the teams, administrators, team members, and numbers it holds, set the timezone that the workspace reports in, and load the wallet balance.

Step 1: Open your workspace settings

Click Settings in the left sidebar.
Click My Workspace under WORKSPACE in the settings menu.
The breadcrumb reads Settings, then Workspace, so you can confirm the page you are on.

My Workspace appears under WORKSPACE in the settings menu.

Step 2: Name your workspace

Click Edit at the top right of the workspace card.
Type a name your team will recognize, such as your company or department name, then click Save.
The name appears above the card and in the workspace switcher.

Edit opens the Edit Workspace dialog, where the name is the only field.

Step 3: Check the teams, members, and numbers in your workspace

The workspace card on the Calilio My Workspace page lists TEAMS, ADMINS, MEMBERS, and NUMBERS with a count for each.
Read it as a checklist for a new workspace: it shows whether you have invited anyone and whether you have bought a business number.
The NUMBERS section lists the workspace numbers, with a chip showing how many more there are.

The workspace card counts your teams, admins, members, and numbers.

Step 4: Set the workspace timezone

The Timezone card states that this timezone establishes the official time standard for the workspace.
It shows the UTC offset and the zone name, and the selector on the right changes the timezone.
Set the workspace timezone before you configure business hours on a number.

The workspace timezone sets the time standard every report and schedule is read in.

Step 5: Load the workspace wallet

The Wallet Balance card tracks your workspace balance and top-ups, and states when the wallet was last loaded.
The card carries a Load Wallet control and a View Usage control.

The Wallet Balance card carries the balance, the last top-up, and Load Wallet.

What does Usage Report Notification do?

The Usage Report Notification card carries a toggle, and its description states that it emails your usage reports. Turn the toggle on while a workspace is new, so the reports reach you by email.

Usage Report Notification emails your usage reports on the frequency you select.

What should you set up next in your Calilio workspace?

Invite your team members to the Calilio workspace and give each one a role.
Buy one or more business numbers for the countries you sell in.
Assign a number to each team member so they can call and message from it.
Set up call handling on the number: voicemail, business hours, and a phone menu.

Can you create a second Calilio workspace?

No. There is no create-workspace control in the settings menu or in the workspace switcher: there is no create option in the settings menu, and the workspace switcher lists the workspaces you already belong to. Contact our support team if your business needs a second one.

Who can change the Calilio workspace settings?

The difference between an Owner, Admin, and Member in Calilio sets out who can change the workspace settings.

Contact Calilio support

If a workspace setting does not save, contact our support team with your workspace name and the setting you were changing.

For your security, do not share passwords or payment card details.

References


How to add new members to the workspace	click here
How to add a new phone number to your Calilio account	click here
How to assign a phone number to a member in Calilio	click here
The difference between an Owner, Admin, and Member in Calilio	click here
How to add credit to my Calilio account automatically	click here

Updated on: 28/10/2026

Was this article helpful?

Thank you!