The Workspaces/Teams tab lets you create and manage workspaces (for agencies) or teams (for business accounts) within your organization. From here, you can:
create workspaces or teams,
manage users and roles, and
give users access to multiple workspaces.
Manage workspaces
View workspaces
In the Workspaces/Teams tab, you have the option to view all your existing workspaces, their members, and assigned roles.
To open the Workspaces/Teams tab:
Click on your profile photo → Organization.
Switch to the Workspaces/Teams 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.
Create 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!
After you create a workspace, click the three dots next to its name to:
Copy the Team ID
Add users
Rename
Pick a logo
To copy the User ID, click the three dots next to the user's name.
💡 The Team ID and User ID are required when setting up the API with Master or Organization API keys.
Delete a workspace
If a workspace is no longer needed, you can remove it.
Go to Organization → Workspaces/Teams.
Click the three dots next to the workspace name.
Select Delete.
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.
Manage users in workspaces
Invite 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.
Add existing users
You can add users who are already part of your organization to another workspace to collaborate on shared projects or clients.
Add 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.
Add a specific user to another workspace
Expand the workspace.
Find the user you want to add.
Click on Add to another workspace.
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.
Edit 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.
Remove 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 workspace.
Type DELETE to confirm.
💡Important notes:
You can only remove team members one by one.
The organization owner is automatically included in all workspaces 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 workspace.
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.