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.
You can manage your customers (while keeping their data separate) within a single login account.
Note: Every workspace requires its own separate subscription. Workspaces aren’t ‘Folders’ inside a single workspace.
Create a workspace
You need to have an active Email Outreach plan to create a new workspace. Here are the steps to create a workspace:
Click My Organization in the top right corner
Click Create Workspace, enter the name of the new workspace, and click Continue.
Subscribe to any plan to proceed with starting your new workspace. Every workspace requires its own separate subscription.
Invite team members to your workspace
You can invite unlimited team members to your workspace if you're on the Hyper Growth or Light Speed plan. You no longer need to share the same login with your team members to access the account, as they can have their own credentials.
To invite a team member to your workspace, please follow these steps:
Go to Instantly Account & Settings.
Select Workspace & members.
Invite a team member by entering their email address and choosing their role. Here are the available roles in Instantly:
Owner of the account - has all the privileges, assigning the team members, deleting the account, etc.
Admin - same as owner, except for deleting the account, and access to SuperSearch
Editor - manage the campaigns, access to SuperSearch
View / VA Access - able to make changes to sending accounts, add more accounts, reply from Unibox, and monitor the workspace.
Client - This is specifically for Agency whitelabel clients.
Click 'Invite' to send the invitation email. Users can click the link in the email to join your workspace.
If they are already Instantly users, this workspace will be added to their list.
If they are not using Instantly, they will be prompted to create a new Instantly account.
You can check all team members in the Team Members section.
Users who have not accepted your invitation will be listed in the Pending Invitations section.
Team members can switch to another workspace by selecting it from the drop-down list or by searching for the workspace by name or workspace ID.
Change workspace ownership
You can change the owner of the workspace to another team member. Here are the steps:
Log in to Instantly using the Owner account.
Go to the Workspace & members section.
Scroll down to check all team members.
Change the current role to Owner.
The confirmation email will be sent to the current Workspace owner's email address.
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, the workspace can be canceled by going to your Billing section in the specific workspace and clicking Cancel subscription.