Workspaces

Overview

Workspaces allow you to organize your SalesBlink account into separate environments for different teams, clients, or projects. Each workspace has its own data, users, and settings, keeping everything isolated and organized.

Prerequisites

• Permission to create workspaces (Owner or Admin role)

What is a Workspace?

A workspace is a dedicated environment within SalesBlink that contains:

• Separate lead lists and contacts

• Independent email sequences and campaigns

• Unique email senders and settings

• Dedicated users with role-based access

• Isolated analytics and reporting

Workspaces are ideal for agencies managing multiple clients or companies with different teams that need separate outreach operations.

Create a Workspace

Step 1: Open Workspace Switcher

1. Click the Workspace dropdown in the Top Navbar

Step 2: Create New Workspace

1. Click the + (Create New Workspace) button

Step 3: Enter Workspace Name

1. Enter a Workspace Name (e.g., "Client A", "Sales Team", "Marketing Dept")

2. Click Create Workspace

Your new workspace is now created and ready to use!

Manage Users in a Workspace

Before You Begin

• Only Owners and Admins can add or manage users

• Users can only access workspaces they are invited to

• Each user can have different roles in different workspaces

Add a User

1. Click on your Profile icon and select My Profile

1. Navigate to Account → Users

2. Click Add User

1. Enter the user details:

• Email address: The user's email for login

• Permission: Select the appropriate role

1. Click Send Invite

Done! The user will receive an email invitation to join the workspace.

User Permissions

Each user in a workspace can be assigned one of the following roles:

Role	Permissions
Admin	Full access to all features, can manage users
Developer	Can create and manage their own sequences and leads; cannot manage other users
User	Can create and manage their own sequences and leads; cannot manage other users
Client	Read-only access to view sequences, leads, and reports; cannot make changes

Manage Existing Users

To view or manage existing users in a workspace:

1. Go to Account → Users

2. View the list of all users in the current workspace

3. Click on a user to:

• Edit their details

• Change their role

• Remove them from the workspace

Important Notes

Note: Removing a user from a workspace will immediately revoke their access. Note: Ensure your plan supports the number of workspaces you need.

Pro Tip

Tip: Use descriptive workspace names that clearly identify the team or client. This makes it easier to switch between workspaces and keep everything organized.

Switch Between Workspaces

Step 1: Click Workspace Dropdown

1. Click the Workspace dropdown in the Top Navbar

Step 2: Select Workspace

1. Select the workspace you want to switch to from the list

The page will refresh and you'll be working in the selected workspace. All data, settings, and users will be specific to that workspace.