Workspaces & Teams

Workspaces help you organize campaigns under one company, brand, or team. You can have multiple workspaces if you manage multiple brands or clients.

Dashboard Screen 1

1. Create a New Workspace

1. Click the workspace dropdown (top-left corner of the dashboard).

2. Select Add Workspace.

3. Enter a Workspace Name.

4. Click Create.

Your new workspace will now be available in the dropdown menu.

Dashboard Screen 2

2. Invite Team Members

You can invite colleagues to View or Edit campaigns within a specific workspace.

Dashboard Screen 3

How to Invite Users

1. Go to your Dashboard.

2. On the bottom left panel, click Invite.

3. Enter the email address of the teammate you want to add.

4. The teammate will receive an email from [email protected].

5. They must click Accept in the email to join the workspace.

Invitation Status

Status	Meaning
Invite Sent	The user has not yet accepted the invitation.
(No status)	The user has accepted and is now part of the workspace.

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3. Set View Permissions

Once a user has joined your workspace, you can control specifically which campaigns they are allowed to see.

Dashboard Screen 4

How to Give or Remove View Access

1. In your dashboard, find the specific Campaign Card.

2. Click the Settings (three dot icon) on that campaign.

3. Enable or Disable View Access for each invited member in the list.

Note: This ensures that freelancers or clients only see the specific campaigns relevant to them, maintaining privacy across your workspace.