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Create a separate workspace and invite team members
Create a separate workspace and invite team members

How to create a separate workspace within the same Instantly account

Updated over a week ago

Workspaces are completely separate Instantly spaces and are primarily meant for agency customers who were using multiple Instantly login accounts to manage their end-customers.

Now they can manage their customers (while keeping their data separate) within a single log-in account.

To have multiple workspaces, you need to already be on a paid plan before you can create a new workspace.

Note: Every workspace requires its own separate subscription. Workspaces aren’t ‘Folders’ inside a single workspace.


Create a workspace

For creating a workspace, here are the steps to follow.

  1. Click on Account and select My Organization.

  2. Click Create Workspace and enter the name of the new workspace and click Continue.

  3. Subscribe to any plan to proceed with starting your workspace. Every workspace requires its own separate subscription.

  4. You're all set up!


How to switch workspaces

You can switch to another workspace by selecting one from the drop-down list:


Invite team members to your workspace

You no longer need to share the same login with your team members to access the account since they can have their own credentials.

If a person is already an Instantly user, this workspace will be added to their list. If they are not using Instantly, they will be asked to create a new account.

To assign a team member to a workspace, you may do the following steps:

  1. Go to Instantly Account Settings.

  2. Click on the Account tab and select Workspace & members.

  3. Invite a team member by entering their email address and choosing their role.

Roles in Instantly:

  • Owner of the account - has all the privileges, assigning the team members, deleting the account, etc.

  • Admin - same as owner, except deleting the account, access to Lead Finder

  • Editor - manage the campaigns, access to Lead Finder

  • View / VA Access - able to make changes to sending accounts, add more accounts, reply from Unibox, and monitor the workspace.

Note: If a person is already an Instantly user, this workspace will be added to their list. If they are not using Instantly, they will be asked to create a new account.


Change workspace ownership

If you need to change the owner of the workspace e.g. from Admin to a new Owner, please follow these steps:

  1. Login with the Owner member account to Instantly

  2. Go to the Workspace & members section.

  3. Change the role from Admin (or any other) to Owner.

  4. The confirmation email will be sent to the current Workspace owner's email address.

  5. Confirm the ownership change by clicking the link in the email.


FAQ

Q: If we have 2 workspaces, do we have 2 logins then?

A: No. You won't get 2 logins if you have two workspaces. All your workspaces will have the same login and you can easily switch the workspaces under the same account.


Q: Can we have the same sending email accounts in more than 1 workspace?

A: Unfortunately, you cannot have the same sending email accounts in different workspaces.

Q: Can we share leads/campaigns/stats between workspaces?

A: No. We cannot share leads, campaigns, or stats between workspaces since they are strictly separated in each workspace.

Q: How do I cancel one of my workspaces?

A: We are sad to see you cancel your workspace. However, workspace can be cancelled by going to your Billing section in specific workspace, and click Cancel subscription.


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