The section under "Account & Settings" allows you to manage basic identity details and key security settings for your Instantly workspace account.
Profile
Name: Displays the first and last name associated with the account. Click to edit if you wish to update the name.
Email: This is the primary email used for login and notifications. Click to edit if you wish to update the login email.
Password: Click 'Update Password' to change your login credentials securely.
Security:
Two-Factor Authentication (2FA): You can enable or disable two-factor authentication using a toggle switch. When enabled, this adds an extra layer of security by requiring a verification code at login.
Log out of all devices: Signs you out of all active sessions across devices.
Log out all users from all devices of organization: Forces every user in the workspace to be logged out, useful in security-related scenarios or workspace resets.
Workspace & Members
Workspace Name: Displays the name of your current workspace. Click to customize the workspace name.
Workspace ID
A unique identifier for your workspace.
This ID can be used for API integrations, support requests, or internal references.
A copy button is provided to easily copy the ID to your clipboard.
Members: You can invite new users to your workspace by entering their email address and selecting a role from the dropdown. Once a role is selected, click Invite to send an invitation. Learn more details here.
Team Members: Displays all current users in the workspace along with their assigned roles.
Pending Invitations: Lists users who have been invited but have not yet accepted.
Workspace Groups
Workspace Groups allow users to organize and manage multiple workspaces under a single Admin Workspace, making it easier to oversee sub-workspaces from one central place.
This feature is designed for teams, agencies, and enterprise users who need to manage multiple Instantly workspaces more efficiently. Learn more details here.
Lead Labels
The labels help you track the status of leads in your outreach or sales process. Learn more details here.
Create new custom lead statuses (e.g., Interested, Not a Fit, Follow Up)
Edit existing labels to match your workflow
Delete labels that are no longer needed
Custom Tags
Tags can be used for filtering and segmenting your accounts and campaigns. Learn more details here.
Create new tags to organize your accounts or campaigns
Edit tags
Delete unused tags from your workspace
Website Visitors
The Website Visitor section enables you to install a pixel on your website and track visitors. We offer 50 email and 200 LinkedIn visitor resolution credits for free.
For more details on setup, compliance, and best practices, please visit the official help article.
Agency White Label
The Agency section in Instantly is designed for agencies managing multiple clients or brands. Learn more details here.
This feature allows you to apply your own branding and centralize workspace management while delivering a seamless client experience.
Audit Logs
Workspace owners and admins can track key actions across campaigns, lists, and accounts for better security and visibility.
This helps ensure transparency and security by logging usernames, timestamps, and IP addresses for the following activity types:
Login
Lead delete
Campaign delete
Campaign launch
Campaign pause
Account add
Account delete
Leads moved
Leads added
Leads merged
Campaign update
Subsequence update
