Account
Workspace Settings
Manage your workspace, its Products, and shared preferences.
A workspace is the top level of your account. It holds your Products, team members, integrations, and billing.
What lives here
| Setting | What it controls |
|---|---|
| Workspace name | How your account is labelled |
| Products | The companies-you-sell-for. One for most teams, up to 3 on Scale for agencies. |
| Default Product | The Product selected when you sign in |
| Preferences | Shared defaults like time zone for digests |
Products
Each Product has its own Audience, Accounts, Leads, and integrations. Switch the active Product from the sidebar Product switcher. Everything you see is scoped to the Product you are in — Accounts, Leads, Audience, Integrations.
To change what lands in your book, you edit the Audience of the Product, not the workspace. See Audience. To run several client Products, see Multi-Product and Agencies.
How many Products you can create depends on your plan. See Billing.