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Switch or create a workspace

Each workspace has its own senders, campaigns, tokens, and seats. Owner or admin creates a workspace on Settings → Workspaces, then switches there.

Each workspace has its own senders, campaigns, tokens, and seats. Owner or admin creates another workspace on Settings → Workspaces, and anyone on the workspace can switch.

Switch workspace

Switching changes the data you see. Lists, Unibox, and Billing belong to the workspace you open.

  1. Open Settings → Workspaces.

  2. Find the workspace you want. The active one is marked in the table.

  3. Switch to that row.

  4. Confirm the flash Switched workspace.

Campaigns, senders, company enrich tokens, and sender seats do not move with you. A token you spend in workspace A does not unlock a company in workspace B. Billing on the new workspace starts at that workspace's own seats and tokens.

Create a workspace

Create when a client or brand needs an isolated outreach space.

  1. Sign in as Owner or admin on a workspace you already belong to.

  2. Open Settings → Workspaces.

  3. Under New workspace, enter a name.

  4. Select Create workspace.

  5. The flash says Workspace created. You land in the new workspace.

Members and viewers cannot create. They see "Owner or admin required to create a workspace." Ask an admin to create it and invite them. Creating a workspace does not copy senders, campaigns, or tokens from the one you were in.

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