Workspaces and inviting your team
A workspace holds everything for one business: its contacts, campaigns, connections, audits and settings. You get your own workspace when you sign up, and you can invite teammates into it.
Invite a teammate
- Click Invite a teammate (the person-with-a-plus icon) in the top bar. Or go to Settings → Workspace and click Add person under People.
- Enter their Email address.
- Choose a Role.
- Click Send invite.
They get an email with a link to join. The invite link works for 7 days. Until they accept, they're listed under Pending — invited, not yet accepted, where you can revoke the invite with the bin icon.
Only an owner or admin can invite, change roles or remove people.
Roles
| Role | What they can do |
|---|---|
| Owner | Full access, including billing, API keys and removing people. |
| Admin | Everything day-to-day, plus managing people. Cannot create API keys. |
| Member | Create and send campaigns, manage contacts. Cannot change settings. |
| Viewer | Read-only. Can see everything, change nothing. |
The owner is set when the workspace is created and can't be picked from the role list. To change someone's role, pick a new one beside their name under People. To remove someone, click the bin icon; they lose access straight away, but their own account and other workspaces aren't affected.
Who pays
Work done in a workspace is paid from the workspace owner's credits, whoever clicks. Inviting a teammate doesn't give them a separate balance.
Switching workspaces
If you belong to more than one workspace, a switcher with the workspace name appears in the top bar. Click it and choose another under Switch workspace. Each browser tab keeps its own workspace, so you can have two open side by side.
Almost everything you create belongs to the workspace you're in at the time. If something seems to have disappeared, check the switcher first. See Workspaces.
Rename a workspace
Go to Settings → Workspace and click Rename next to the Workspace name. Only an owner or admin can rename it.
There is no button to create another workspace yourself. Extra client workspaces come with the larger plans; see Credits, plans and billing.
Next: click Invite a teammate in the top bar and send your first invite.
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