The Workspaces tab in Reply helps organizations manage multiple clients or teams under one account. You can set up separate workspaces, manage who's in each team, and make collaboration across projects easier – all from one place.
What you can do in the Workspaces tab
Create and organize workspaces
Set up dedicated spaces to manage different clients or teams.Manage users and roles
Invite or remove users and assign or change roles.Collaborate across workspaces
Enable users to participate in multiple workspaces for shared clients or cross-team projects.
💡 Would like to learn more about organization roles and permissions? Check out this article collection.
Managing workspaces
Viewing workspaces
In the Workspaces tab, you have the option to view all your existing workspaces, their members, and assigned roles.
To open the Workspaces tab:
Click on your profile photo → Organization.
Switch to the Workspaces tab and expand a workspace to view its members.
Use filters to sort workspaces alphabetically or by creation date, or use the search bar to find one quickly.
Creating a new workspace
Add a separate workspace when you need to manage a new client, project, or team independently from others.
Click New workspace in the upper-right corner.
Enter a name and click Create - that's it!
You also have the option to add a logo to make it easier to recognize visually and rename a workspace.
Deleting a workspace
If a workspace is no longer needed, you can remove it.
Go to Organization → Workspaces.
Click the three dots next to the workspace name.
Select Delete workspace.
Type DELETE to confirm.
💡 You'll need to remove all users from the workspace and leave only the Organization Owner account. Otherwise, the Delete button won't be available.
Once you delete the workspace, refresh the page to see the changes.
Keep in mind:
Deleting a workspace is permanent.
All related data (sequences, contacts, templates, etc.) will be deleted.
This action cannot be undone.
Managing users in workspaces
Inviting new users
You can invite new teammates or clients to join a workspace and assign them the right role.
Click + Invite next to the desired workspace.
Enter the user's email (or multiple users), assign a role, and click Send invite.
The status will show as Pending until they accept the invitation.
💡If a user already created a trial account outside your organization, you won’t be able to invite them. Please contact our Support team in chat or at [email protected] so we can delete the trial account, and you'll be able to resend the invite.
Adding existing users
You can add users who are already part of your organization to another workspace to collaborate on shared projects or clients. This helps teams work together across multiple client groups.
Adding existing users to a workspace:
Click the three dots next to the workspace and select Add users.
Choose users from the list, assign their roles, and click Add.
Adding a specific user to another workspace:
Expand the workspace.
Find the user you want to add.
Click on Add to another client.
Select the workspace you want to add the user to and select their role → Add.
💡 Users added to multiple workspaces can easily switch between them from their account.
Editing roles
You can update a user's role anytime if their responsibilities change or they need different access levels.
To change a role, click the user's current role and select a new one from the drop-down menu.
Removing users
When someone no longer works with a specific client or project, you can remove them from the workspace.
Click the three dots next to the user's name.
Select Remove from the client.
Type DELETE to confirm.
📌 Important notes:
You can only remove team members one by one.
The organization owner is automatically included in all client groups and can't be removed or reassigned.
When a user is removed:
Their data (contacts, sequences, schedules, unfinished tasks, and templates) is transferred to the organization owner in the same team.
Connected email accounts and completed tasks are deleted permanently.
This process can't be undone.
If the user had a lot of data, deletion might take time. A Pending status means the system is still processing the request – this may take several days.