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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

Marija Zivanovic avatar
Written by Marija Zivanovic
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.

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

  1. You need to already be on a paid plan before you can create a new workspace.

  2. Each workspace requires its own separate paid plan.


This is how you can create a new workspace:

  1. Click on your account and select Default Workspace

2. Then, click on Create Workspace

3. Enter the name of the new workspace and hit Continue.

4. Subscribe to any plan to start using the workspace.


You can move between workspaces by selecting one from the drop-down list or by clicking the workspace button in the top right-hand corner:


Workspace can be canceled by going to the Billing in the specific workspace, and canceling the subscription.


Assigning team members to a workspace

You no longer need to share the same login to your team members to access the account. Access the workspace settings by going to Settings, Account- https://app.instantly.ai/app/settings/account

Then, click on the Members tab.

There are 4 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.

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

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, follow these steps:

Step 1. Login with the Owner member account to Instantly.
Step 2. Go to Team members section:

Step 3. Change the role from Admin (or any other) to Owner.
Step 4. The confirmation email will be sent to the current Workspace owner's email address.

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


FAQ:

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

  • Same login for all workspaces.

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

  • No, you cannot have the same sending email accounts across workspaces.

Can we share leads/campaigns/stats between workspaces?

  • No, they are completely separated.

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