The Account & Settings section allows you to manage your workspace identity, security, members, and organizational features for your Instantly account.
Click the initial name avatar in the bottom left corner.
Click 'Settings'
Navigate to 'Account & Settings'
Profile
Manage your personal account details and security settings.
Name: Displays the first and last name associated with the account. Click to edit and update.
Email: This is the primary email used for login and notifications. Click to edit and update your login email.
Password: Click 'Update Password' to securely change your login credentials.
Security:
Two-Factor Authentication (2FA): Use the toggle switch to enable or disable 2FA. 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 all your devices
Log out all users from all devices of organization: Forces every user in the workspace to be logged out (useful for security incidents or workspace resets)
Workspace & Members
Manage your workspace identity and team access.
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.
Click the copy button to easily copy the ID to your clipboard.
Members: Invite new users to your workspace by entering their email address and selecting a role from the dropdown menu. Once a role is selected, click Invite to send an invitation. Learn more about user roles and permissions.
Team Members: View all current users in the workspace along with their assigned roles.
Pending Invitations: Lists users who have been invited but haven't yet accepted their invitation.
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 about Workspace Groups.
Lead Labels
Lead labels help you track the status of leads throughout your outreach or sales process. Learn more about Lead Labels.
Create new custom lead statuses
Edit existing labels to match your workflow
Delete labels that are no longer needed
Custom Tags
Tags help you organize and segment your email accounts and campaigns for easier filtering and management. Learn more about Custom Tags.
Create new tags to organize accounts or campaigns
Edit existing tags to update naming or categorization
Delete unused tags from your workspace
Website Visitors
Track visitors to your website and identify potential leads with our visitor tracking pixel. What's included:
Install a tracking pixel on your website
50 free email resolution credits
200 free LinkedIn visitor resolution credits
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 about Agency White Label.
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, compliance, and visibility. Learn all activity types.
Each action is recorded with:
Username – Who performed the action
Timestamp – When the action occurred
IP address – Where the action originated
