How to Create and Manage Multiple Workspaces

Learning how to create and manage multiple workspaces allows you to separate different businesses, projects, or client accounts within a single platform login. Whether you are managing personal networking profiles or running a large collaborative team, workspaces keep your data, billing, and team members perfectly organized.

This guide will walk you through creating, switching, editing, and managing your workspaces.

Creating a New Workspace

You can create an entirely new workspace directly from your dashboard. Follow these steps:

1. Navigate to your workspace switcher or settings menu in the main navigation.
2. Click Create workspace to open the creation window.

Adding a Logo

• Click Upload logo to attach an image file for your new workspace. If you skip this step, the platform will automatically generate a logo using the first two letters of the workspace name.

Naming Your Workspace

• Type your desired name into the Workspace name field.

Finalizing Creation

• Click the dark Create workspace button to finalize. You will be automatically switched into your new workspace.

⚠️ Workspace Limits

The number of workspaces you can create depends on your active subscription plan. If you attempt to create a new one and have reached your limit, a warning will appear detailing your usage and prompting you to upgrade your plan.

Personal vs. Team Workspaces

When you create a new workspace, its type is determined by your current billing plan:

• Personal Workspaces: Available on the Free or Pro AI plans. You cannot invite other users to these workspaces.
• Team Workspaces: Created with an active Teams plan. These allow you to invite teammates and collaborate directly within the workspace.

Switching Between Workspaces

If you belong to multiple workspaces, you can easily toggle between them without needing to log out.

1. Click your current workspace name in the main navigation menu to open the dropdown list.
2. Select the workspace you wish to view.

The platform will instantly reload your dashboard with the data for your selected workspace. Your workspace selection is remembered by your browser for convenience.

Editing Workspace Settings

As an owner or administrator, you can update your workspace details at any time:

1. Open your workspace navigation menu.
2. Click Team settings (or Workspace settings for personal accounts).

Updating Basic Details

• In the Edit team modal, you can upload a new logo and change the workspace name.

Updating Team Metadata

• If it is a Team workspace, you can also assign an Industry and select your company Size (e.g., 1-5, 21-50, 50+) from the dropdown menus.

• Click Save changes to apply your updates.

Deleting or Leaving a Workspace

Leaving a Team Workspace

• If you were invited to a workspace, open the Edit settings.
• Click the Leave team button at the bottom of the window to remove yourself.

Deleting a Workspace

• If you are the original creator of a workspace, you can permanently delete it.
• Click Delete workspace or Delete team.
• A confirmation window will appear.

 

Warning: Deleting a workspace is permanent and erases all associated business cards, contacts, templates, and team members.