Account
Workspace Settings
Manage your workspace, its brands, and shared preferences.
A workspace is the top level of your account. It holds your brands, agents, leads, team, and billing.
What lives here
| Setting | What it controls |
|---|---|
| Workspace name | How your account is labelled |
| Brands | The products or clients you run. One for most teams, several for agencies |
| Default brand | The brand selected when you sign in |
| Preferences | Shared defaults like time zone for digests |
Brands
Each brand has its own targeting, agents, leads, and integrations. Switch the active brand from the workspace switcher. Everything you see is scoped to the brand you are in.
To change what an agent finds, you almost always edit the brand, not the workspace. See Brand Setup. To run several client brands, see Multi-Brand and Agencies.
How many brands you can create depends on your plan. See Billing and Plans.