Create or switch workspaces

Before you start

• Use separate workspaces for teams, clients, business units, or environments that should not share data.
• Before switching, confirm which workspace owns the lists, campaigns, accounts, agents, and billing you need.
• Workspace switching affects what data you see and which actions are available.

Steps

Step 1

Open the workspace switcher

Use the workspace menu in the dashboard sidebar or header to see the workspace you are currently using.

Step 2

Choose the right workspace

Select the workspace that contains the audience, campaign, senders, or settings you want to work on. Check the workspace name before editing data.

Step 3

Create a workspace when data should be separated

Create a new workspace when a client, brand, team, or test environment should have separate users, lists, campaigns, senders, and settings.

Step 4

Review users and permissions

After creating or switching workspaces, confirm the right teammates have access and that sensitive actions are limited to admins.

What happens next

• Set up users, account settings, sending accounts, and lists inside the correct workspace.
• Avoid copying campaigns or lists into another workspace unless you are sure the data should live there.

FAQ