Workspaces & Teams
Workspaces
Workspaces provide isolated environments for managing multiple clients or projects. Each workspace has its own campaigns, lists, senders, domains, and analytics.
Creating a Workspace
- Go to Workspaces → New Workspace (admin only)
- Enter a name, domain, and optional email
- A URL-safe slug is auto-generated from the name
- Optionally assign to a team member
Workspace Scoping
All data is scoped to workspaces. When you select a workspace (via header X-Workspace-ID or query param), all API calls return only data belonging to that workspace.
- Admins can see all workspaces and switch between them
- Members only see workspaces assigned to them
Client Portal
Each workspace has a shareable public portal that shows campaign stats to clients without giving them dashboard access:
- Go to workspace settings
- Click Generate Share Token
- Share the portal URL with your client
The portal shows: emails sent, open rate, bounce rate, unsubscribe rate, domain/sender counts, and campaign list.
White-label portal
Customize the portal's primary color per workspace to match your client's brand.
Workspace Properties
| Property | Description |
|---|---|
| Name | Display name |
| Slug | URL identifier (auto-generated, unique) |
| Domain | Client's primary domain |
| Tracking Domain | Custom domain for open/click tracking URLs |
| Share Token | Public portal access token |
| Assigned To | Team member responsible for this workspace |
| Portal Color | Primary color for the client portal |