Articles on: Getting Started

How to set up a workspace in Calilio?

Follow the steps below to set up your workspace in Calilio.

Step 1: Log In to Your Calilio Account

Go to the Calilio login page and sign in using your registered email address and password.
You must create a Calilio account and verify your email address before setting up a workspace.

Step 2: Open Settings

After logging in, click Settings from the left-hand navigation menu. The My Profile page opens by default, where you can view your account details, preferences, and security settings.


Step 3: Go to My Workspace

From the Settings menu, find the Workspace section and click My Workspace.


The My Workspace page displays your workspace profile and available workspace settings.


Step 4: Edit Your Workspace Profile

In this section, you can change the following details:

  • Workspace name: Enter the name of your company, department, or team.
  • Workspace display picture: Upload a logo or image that represents your workspace.
  • Workspace cover photo: Add or replace the image displayed at the top of your workspace profile.
  • Other workspace information: Review and update the additional details available on the My Workspace page like Usage Report Notification, Timezone, Current Wallet Balance and Load Wallet.


Note: Use clear and recognizable information so members can easily identify the correct workspace.


What Should I Do Next?

After creating your workspace, you can continue setting it up by:

  • Inviting team members
  • Assigning roles and permissions
  • Purchasing or adding phone numbers
  • Assigning numbers to members
  • Configuring call and messaging preferences
  • Setting up billing and wallet options


Workspace Owners and Admins can manage workspace settings, invite members, configure phone numbers, and control calling and messaging features.


Having Trouble Setting Up Your Workspace?

Make sure you are signed in with the correct Calilio account and have permission to create or manage workspaces. If the workspace edit option is unavailable or you encounter an error, contact the Calilio support team for assistance.

Updated on: 10/07/2026

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