Workspaces are completely separate Instantly spaces and are primarily meant for agency customers who were using multiple Instantly login accounts to manage their end customers.
You can manage your customers (while keeping their data separate) within a single login account. This guide covers creating workspaces, inviting team members, and managing permissions.
Each workspace requires its own subscription
Each workspace has its own campaigns, contacts, and analytics
Create New Workspaces
You need to have an active Outbound plan to create a new workspace. Here are the steps:
Click the logo in the top-left corner.
Select 'Create Workspace'
Enter the workspace name (e.g., 'Client/Brand Name')
Click 'Continue'
You'll be redirected to the new workspace and subscribe to the plans you need. Each workspace requires its own subscription
Manage Workspaces
Switch between workspaces
Click the logo (top-left corner) to view all your workspaces
Enter the workspace name in the search bar to locate it
View the Outbound plan status below the workspace name
Reorder workspaces(available when you have 5+ workspaces)
Click the logo (top-left corner) to view all your workspaces
Click the Reorder icon in the top-right corner
Invite Team Members
Available on Hyper Growth or Light Speed Outbound plans, or CRM plans (Growth CRM or Hyper CRM). You no longer need to share the login with your team members to access the account, as they can have their own credentials.
Go to Workspace & members tab
Click 'Invite team member'
Enter their email address
Select their role from the dropdown
Owner: Has all the privileges, assigning team members, deleting the account, etc.
Admin: Manage team members, billing, and settings, but can not delete the workspace.
Editor: Manage everything except team, billing, and integrations.
View / VA Access: Reply to Unibox messages and update email account settings.
Click 'Invite'. After the user accepts the invitation, you may customize their nickname
The team member receives an email invitation and clicks the link in the email to join your workspace.
If they're already an Instantly user: Your workspace is added to their workspace list, and they can easily switch between workspaces by clicking the Instantly logo (top-left corner)
If they're new to Instantly:
They're prompted to create an Instantly account
They set up their password and profile
The workspace is automatically added to their account
View pending invitations:
Check the 'Pending Invitations' section
See who hasn't accepted yet
Resend or cancel invitations as needed
You can require all team members to enable two-step authentication to access the workspace.
Transfer Workspace Ownership
You can transfer ownership of a workspace to another team member.
Before transferring:
You must be the current workspace Owner
The new owner must already be a team member in the workspace
You'll need access to the current owner's email for confirmation
Transfer Process:
Ensure you're logged in with owner credentials
Go to Workspace & members tab
Find the team member who should become the new owner
Change the role to "Owner"
Confirm via email:
A confirmation email is sent to the current owner's email address
Click the confirmation link in the email
The selected team member becomes the new Owner
The previous owner becomes an Admin (or you can change to another role)
Delete Workspace
Only the workspace owner can delete the workspace. If you're a team member in the workspace, you can leave the workspace.
Step 1: Cancel Active Subscriptions
Go to the billing page
Cancel any active subscriptions
If you have DFY or pre-warmed accounts, cancel them separately in the Email Accounts & Domains section
Step 2: Wait for Expiration
After cancellation, wait for the subscription period to fully expire before you can delete the workspace. If you can still access the billing page or the dashboard, the workspace has not fully expired. Once it has fully expired, you will be redirected to the expired page
For a workspace without any subscription, wait for the 14-day free trial to expire.
Step 3: Delete the Workspace
Once the workspace has expired, log in and scroll to the bottom of the page.
Click "Delete Workspace" (this button only appears if you have more than one workspace).
Type "delete workspace" and click Proceed to confirm.
Note: If you accidentally created a new workspace, you can delete it directly without waiting for the workspace to expire. Scroll to the bottom of the new workspace upgrade page and click "Delete Workspace".
Frequently Asked Questions
If I have 2 workspaces, do I need 2 separate logins?
If I have 2 workspaces, do I need 2 separate logins?
No. You won't get 2 logins if you have two workspaces. All your workspaces will have the same login, and you can easily switch between workspaces under the same account.
Can I use the same sending email accounts in multiple workspaces?
Can I use the same sending email accounts in multiple workspaces?
No. Each email account can only be connected to one workspace at a time.
Can I share leads, campaigns, or statistics between workspaces?
Can I share leads, campaigns, or statistics between workspaces?
No. You cannot share leads, campaigns, or stats between workspaces since they are separate in each workspace
Can I limit team members' access to only specific campaigns
Can I limit team members' access to only specific campaigns
Unfortunately, it's not possible to limit team members' access to only specific campaigns. Any team members with access to the campaign can see all campaigns in the workspace.
It's recommended to create separate workspaces to keep data isolated. Each workspace requires its own paid subscription.
Do I pay separately for each workspace?
Do I pay separately for each workspace?
Yes. Each workspace requires its own subscription. If you have 3 workspaces, you'll have 3 separate subscriptions to manage, and each can be on a different plan.
Can I rename a workspace after creating it?
Can I rename a workspace after creating it?
Yes. Go to Workspace & members tab and update the workspace name. This doesn't affect any functionality or data.