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Workspace Settings

How to create a collaborative environment, invite team members, and manage multiple sub-workspaces for clients.

Updated over 2 months ago

What is a Workspace?

A Workspace is a container for all your data: Email Accounts, Campaigns, Lead Lists, and Analytics.

Accessing Workspace Settings

  1. Click Settings on the left sidebar.

  2. Select the “Manage Account" tab.

  3. If you would like more individuals to have access to this account, Click “Add email addresses".

  4. Enter their email address.

  1. Send Invite. The user will receive an email with a join link.

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