Set up your workspace

Manage a workspace

Rename, switch, or create a workspace. Billing, members, and profiles are always scoped to the workspace you have selected.

Last updated Aug 18, 2026

A workspace is the shared space for one desk: profiles, statuses, positions, members, and the bill. Signup creates {Your name}'s workspace automatically.

Rename it

Owner only: Settings → General. Pick a name the desk will recognize (the agency name, the country team, the brand).

Switch workspaces

Use the workspace name at the top of the sidebar. Extension data follows the active workspace from the web app — switch in the app, not in the extension popup.

Create another workspace

Create workspace runs a short setup (name, positions, statuses). You can own up to 5 workspaces. Each has its own trial, seats, and profiles. Most teams need one.

Leave or delete

Admins and Members can Leave from Members. The Owner cannot leave. Deleting a workspace is Owner-only and irreversible — you must type the name to confirm.

What happens next

Invites, billing, and saved profiles apply only to the workspace you are in. Boolean history is also per workspace.

The extension popup shows who is signed in and which workspace is active. It does not switch workspaces; do that in the app.

Related guides

Was this helpful?

Notes and activity

Key notes are the lasting summary. Activity is the timeline — including short handoff lines — that nobody can rewrite.

Statuses

Statuses are the shared outreach steps for the whole workspace — New, Contacted, Replied, Rejected, or your own list.