Instantly

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

Centralized management of multiple workspaces

Shareable Hyper Credits plan and Inbox Placement plan

Ability to transfer email accounts between grouped workspaces

- Centralized management of multiple workspaces
- Shareable Hyper Credits plan and Inbox Placement plan
- Ability to transfer email accounts between grouped workspaces

You can't view consolidated data from multiple workspaces in one dashboard.

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

___________________________________________________________

You can add sub-workspaces through the dashboard or via API.

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

- Option A: Enter the workspace ID directly. Go to Workspace &amp; members tab to copy the workspace ID
- Option B: Select from existing workspaces in the dropdown

Click "Add sub workspace" to send the invitation

- The workspace owner receives an email invitation and becomes a sub-workspace once they accept
- They can see your workspace name and email address in the invite

1. Go to <a href="https://app.instantly.ai/app/settings/account" rel="nofollow noopener noreferrer" target="_blank">Account &amp; Settings</a>
2. Click the Workspace Group tab
3. Click "Add sub workspace" button
4. Add the workspace:
 - Option A: Enter the workspace ID directly. Go to Workspace &amp; members tab to copy the workspace ID
 - Option B: Select from existing workspaces in the dropdown
5. Click "Add sub workspace" to send the invitation
6. Wait for acceptance:
 - The workspace owner receives an email invitation and becomes a sub-workspace once they accept
 - They can see your workspace name and email address in the invite

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>.

To see all sub-workspaces in your group:

- Sub-workspace name
- Sub-workspace ID
- Date added to group
- Current status (Accepted/pending invitation)
- Remove button

1. Go to Account &amp; Settings
2. Click the Workspace Group tab
3. View the Sub workspaces section
 - Sub-workspace name
 - Sub-workspace ID
 - Date added to group
 - Current status (Accepted/pending invitation)
 - Remove button

You can remove sub-workspaces at any time. Removal is immediate and doesn't require confirmation from the sub-workspace.

Locate the sub-workspace in the Sub workspaces section.

1. Go to the Workspace Group tab
2. Locate the sub-workspace in the Sub workspaces section.
3. Click the Remove button.

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>.

Only workspace owner can leave a workspace group. If you are a team member in the workspace, please request that the owner leave the group.

Click the Leave workspace group button. The workspace leaves the group immediately.

- Only workspace owner can leave a workspace group. If you are a team member in the workspace, please request that the owner leave the group.
- Go to the Workspace Group tab.
- Click the Leave workspace group button. 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>.

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>.

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

Method 1: Through the Dashboard

Method 2: Via API

Viewing Your Sub-Workspaces

Removing Sub-Workspaces

Method 1: Through the Dashboard

Method 2: Via API

Leaving a Workspace Group

Method 1: Through the Dashboard

Method 2: Via API