Help centre

Workspaces and team

Workspaces, roles and inviting teammates

How do I change my account settings?Name, phone, title, password, two-factor authentication, active sessions and notification preferences are on Settings › Account.
How do I change workspace settings?The organization name, your website, the workspace name and its address are edited on Settings › Workspace.
How do I delete a workspace?Workspaces can't be deleted in the app at the moment; write to us in the support chat about the workspace you want deleted.
How do I delete my account?Delete Account on Settings › Account closes your account at once; your data is deleted permanently 30 days later.
How do I invite members to my team?On Settings › Team, send an invite with an email address and a role; invites are valid for 7 days.
How do I switch between workspaces, and create a new one?Click the workspace name at the top of the menu and pick another workspace; the Owner and Admins can create a new one there.
What are the team roles and who can do what?Owner, Admin, Member and Viewer roles; billing is managed by the Owner and Admins.
What are workspaces and organizations?Your projects, leads and campaigns live in a workspace; the subscription belongs to the organization.
Where do I see what my team did in the workspace?Settings › Activity › Team actions lists who did what, and when, in projects, campaigns, the team and sending settings.

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