Hi there — we’re so glad you to have you here! You're about to open the door to more prospects and revenue opportunities. But before you dive in, you'll need to create a workspace. In this article, we’ll walk you through the two easy ways to set one up.
What Is a Workspace?
Think of a workspace as your command center. It’s where you connect your social accounts (you can link more than one, depending on your subscription) and collaborate with teammates if needed. It’s the foundation of everything you’ll do on the platform — outreach, communication, and growth all start here.
Note: Creating a new workspace may incur charges, even if you do not plan to add new seats to it. For more information and a detailed breakdown of potential costs, please reach out to your Customer Success representative.
Option 1: Create a Workspace When Signing Up
If you're brand new to using our platform, you’ll be prompted to create your first workspace during the sign-up process.
Here’s how:
Sign up with your email and password.
In Step 3 of onboarding, you'll see the Create Workspace screen.
Enter your desired workspace name.
4. Click Create Workspace — and you’re in!
Option 2: Add a New Workspace Later
Already using the platform and want to add another workspace? No problem.
Follow these steps:
In the top-right corner of your screen, click the dropdown with your current workspace name.
Click Add New Workspace (look for the ➕ icon).
3. In the pop-up window, choose New Workspace.
4. Give your new workspace a name.
5. (Optional) Invite teammates by clicking Invite User and entering their email addresses.
6. Click Create Workspace.
Your new workspace will be created instantly, and if you’ve added anyone, invitations will be sent their way.
That’s it! Whether you're just starting out or expanding your operations, we make it simple to set up and manage your workspaces.
Need help? Our support team is always here for you — reach out anytime!