Instantly

A workspace group allows you to organize multiple workspaces (sub-workspaces) within a single admin workspace. This guide provides step-by-step instructions on managing sub-workspaces through the Instantly platform and via API.

​The current release only allows you to manage the workspace grouping through the dashboard. It does not allow you to see data from across different workspaces in one place.

- Only workspace owners and admins can manage sub-workspaces. 
- A workspace cannot be both an admin and a sub-workspace simultaneously.

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All sub-workspaces automatically share the Hyper Credits plan and the Hyper Inbox Placement plan.

Navigate to Settings &gt; <a href="https://app.instantly.ai/app/settings/account" rel="nofollow noopener noreferrer" target="_blank">Account</a>.

Click the Add sub workspace button.

Enter the workspace ID or select existing workspaces in the dropdown.

Then click Add sub workspace to send an invitation. The workspace owner will receive an invite to join your workspace group. They will be able to see your workspace name and email address.

The workspace becomes a sub-workspace once the invitation is accepted.

1. Navigate to Settings &gt; <a href="https://app.instantly.ai/app/settings/account" rel="nofollow noopener noreferrer" target="_blank">Account</a>.
2. Go to the Workspace Group tab.
3. Click the Add sub workspace button.
4. Enter the workspace ID or select existing workspaces in the dropdown.
5. Then click Add sub workspace to send an invitation. The workspace owner will receive an invite to join your workspace group. They will be able to see your workspace name and email address.
6. The workspace becomes a sub-workspace once the invitation is accepted.

Use the POST <code>/workspace-group-members</code> endpoint.

Set the <code>sub_workspace_id</code> field to the workspace you want to invite.

Send the request. The workspace becomes a sub-workspace once the invitation is accepted.

Check the API documentation <a href="https://developer.instantly.ai/api/v2/workspacegroupmember/getworkspacegroupmember" rel="nofollow noopener noreferrer" target="_blank">here</a>.

1. Use the POST <code>/workspace-group-members</code> endpoint.
2. Set the <code>sub_workspace_id</code> field to the workspace you want to invite.
3. Send the request. The workspace becomes a sub-workspace once the invitation is accepted.
4. Check the API documentation <a href="https://developer.instantly.ai/api/v2/workspacegroupmember/getworkspacegroupmember" rel="nofollow noopener noreferrer" target="_blank">here</a>.

Locate the sub-workspace in the Sub workspaces section.

Click the Remove button. The workspace is removed immediately.

1. Navigate to Settings &gt; <a href="https://app.instantly.ai/app/settings/account" rel="nofollow noopener noreferrer" target="_blank">Account</a>.
2. Go to the Workspace Group tab.
3. Locate the sub-workspace in the Sub workspaces section.
4. Click the Remove button. The workspace is removed immediately.

Use the GET <code>/workspace-group-members</code> endpoint to get a list of sub-workspaces.

Identify the sub-workspace to remove using the <code>sub_workspace_id</code>.

Send a DELETE request to the <code>/workspace-group-members/:id</code> endpoint, replacing <code>:id</code> with the appropriate ID.

The sub-workspace is removed immediately. 

1. Use the GET <code>/workspace-group-members</code> endpoint to get a list of sub-workspaces.
2. Identify the sub-workspace to remove using the <code>sub_workspace_id</code>.
3. Send a DELETE request to the <code>/workspace-group-members/:id</code> endpoint, replacing <code>:id</code> with the appropriate ID.
4. The sub-workspace is removed immediately. 
5. Check the API documentation <a href="https://developer.instantly.ai/api/v2/workspacegroupmember/getworkspacegroupmember" rel="nofollow noopener noreferrer" target="_blank">here</a>.

Important: Only workspace owners can leave a workspace group.

Click the Leave workspace group button under the Admin workspace section. The workspace leaves the group immediately.

1. Navigate to Settings &gt; <a href="https://app.instantly.ai/app/settings/account" rel="nofollow noopener noreferrer" target="_blank">Account</a>.
2. Go to the Workspace Group tab.
3. Click the Leave workspace group button under the Admin workspace section. The workspace leaves the group immediately.

Call the GET <code>/workspace-group-members/admin</code> endpoint.

Retrieve the <code>workspace_group_member_id</code>.

Send a DELETE request to the <code>/workspace-group-members/:id</code> endpoint, replacing <code>:id</code> with the <code>workspace_group_member_id</code>.

The workspace leaves the group immediately.

1. Call the GET <code>/workspace-group-members/admin</code> endpoint.
2. Retrieve the <code>workspace_group_member_id</code>.
3. Send a DELETE request to the <code>/workspace-group-members/:id</code> endpoint, replacing <code>:id</code> with the <code>workspace_group_member_id</code>.
4. The workspace leaves the group immediately.

For more details about Workspace API endpoints, check our API documentation here: <a href="https://developer.instantly.ai/workspace-group" rel="nofollow noopener noreferrer" target="_blank">https://developer.instantly.ai/workspace-group</a> ​

Workspace Groups

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Workspace Groups

Adding Sub-Workspaces

From the Instantly platform

Via API

Removing Sub-Workspaces

From the Instantly platform

Via API

Leaving a Workspace Group

From the Instantly platform

Via API