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A workspace is a self-contained account that holds everything associated with one business or project: funnels, contacts, integrations, domains, and billing. Each workspace is fully isolated — funnels and data in one workspace are not visible to others. You can belong to multiple workspaces (for example, one per client or brand) and switch between them at any time.

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Create a workspace

Your first workspace is created automatically when you sign up. To create additional workspaces:
  1. Open the workspace switcher in the top navigation.
  2. Click New workspace.
  3. Enter a workspace name and click Create.
You’ll be switched into the new workspace immediately. Each workspace has its own Settings → Workspace page where you can update the name, logo, default timezone, and currency.

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Switch workspaces

Open the workspace switcher in the top navigation. All workspaces you belong to are listed there. Click any workspace to switch to it. Your last-used workspace is remembered across sessions.

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Invite team members

Only owners and admins can invite others. Role permissions follow a strict hierarchy: owners can manage admins, admins can manage members, and members can manage viewers. You cannot remove or modify someone at the same level or above yours.
1

Open team settings

Go to Settings → Team.
2

Send an invitation

Click Invite, enter the person’s email address, and choose a role:
RoleWhat they can do
OwnerFull access, including billing and workspace deletion. Assigned at workspace creation.
AdminManage funnels, campaigns, contacts, and team members below admin level.
MemberBuild and edit funnels and pages; cannot manage billing or other members.
ViewerRead-only access to funnels and analytics.
Click Send invite. The recipient receives an email with a link to join.
3

Manage pending invitations

Pending invitations appear in the Pending invitations section on the same page. If the email wasn’t received, click Resend. To cancel an invitation before it’s accepted, click Revoke.
You can remove yourself from a workspace at any time from Settings → Team, regardless of your role.

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Workspace billing

Billing is per workspace. Each workspace has its own subscription and payment method. To manage your plan or payment details, go to Settings → Billing inside the relevant workspace.
If you belong to multiple workspaces, check which workspace is active before making billing changes.

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Real-time collaboration

Multiple team members can work in the same funnel simultaneously. Changes made by one person — moving pages, editing the canvas, publishing — are reflected in real time for everyone currently viewing that funnel.