Partner: Setting Up Workspace

Log in to the workspace account.

Click on the top right corner where your account information is. This opens a pop-up where you can see all the workspaces in your account.

Click on the + sign to add a workspace.

Select "New Workspace".

To easily associate the workspace with your client, we recommend adding the name of the workspace to be the same as the client's name, and then saving by clicking on the Create Workspace button.

Go to the Admin settings, which can be found at the bottom left of the dashboard on your screen.

This shows the workspaces. Click on the account you just created to open the account information.

From the workspace account, click the Manage button.

This opens a pop-up window. Within the pop-up, set the "Set paid until date" to any date in the future, then close the pop-up when done.

N.B. Make it + one year from today.

Under subscription, choose the correct subscription type for the workspace.

Update the “Manage Max Accounts" if the client is adding more than one profile.

Click on " Login as customer ".

Go to "Workspace Settings" in the top right corner.

Select "Basic Information".

Turn on the toggle for the deduplicates and off for verifying emails.

Click "Save Changes".

Select "Auto-label" under workspace settings if they are on "Growth" or "Unlimited".

Select "Auto-label" under workspace settings if they are on "Engage AI".