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.

Step 1

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

Step 2

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

Step 4

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

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.

You may be in the wrong workspace or you may not have permission to view it.

Usually no. Separate clients or brands into separate workspaces when data, billing, users, or sending infrastructure should stay separate.

Use the setup checklist before importing leads, connecting senders, or launching campaigns.