Workspace and team setup

Confirm the active workspace

Use the workspace switcher when your account belongs to more than one workspace. The active workspace determines which contacts, conversations, connections, agents, content, usage, and settings you see.

Check it before you:

• Import or delete records.
• Connect or disconnect a provider.
• Assign a phone number, sender, domain, or social account.
• Publish content or enable an automation.
• Change a subscription, payment method, or agency setting.

Configure workspace details

Open Settings → Workspace and review the fields available to your role. Use a recognizable business name and the correct timezone. Timezone affects schedules, reports, due dates, campaigns, webinar sessions, and the interpretation of support evidence.

Use Settings → General for your personal profile and Settings → Preferences for user-facing preferences. Personal changes follow your account; workspace changes affect shared operations.

Invite teammates

1. Open Settings → Workspace.
2. Choose the invitation action and enter the teammate’s intended work email.
3. Select the least-privileged role that supports their responsibilities.
4. Send the invitation and confirm it is accepted by the intended person.
5. Ask the teammate to verify the active workspace before doing any work.

Invitations can expire, be revoked, or be blocked by email security controls. If an invitation is not visible, verify the address, check spam or quarantine, resend from Spacebrain, and avoid forwarding a private invitation between people.

Access design

Separate responsibility where practical:

• Workspace owners: membership, sensitive connections, billing, and agency-wide configuration.
• Builders: agents, workflows, forms, pages, and templates.
• Operators: inboxes, CRM records, tasks, campaigns, and reports.
• Reviewers: approvals, analytics, quality checks, and incident review.

Exact roles and permissions can differ by account type. If a control is missing, confirm the workspace and role before assuming the feature is unavailable.

Offboarding a teammate

Before removing access, reassign owned leads, deals, tasks, conversations, campaigns, workflows, and scheduled content. Confirm that shared provider connections do not rely on a personal account that will be disabled. Then remove the member and rotate any credentials that were shared outside an approved connection flow.

Workspace readiness checklist

• Workspace name and timezone are correct.
• At least two appropriate administrators are available for business continuity.
• Every production workflow has a named owner and backup.
• Personal and shared provider accounts are distinguishable.
• Test contacts are clearly labeled and excluded from live audiences.
• Notification ownership is agreed before launch.