How to create your workspace and invite your team

A workspace is where your email accounts, campaigns, leads and settings live. Everyone in a workspace works on the same ones. You get a workspace when you sign up, and you can create more, for example one for each client, then invite your team to each.

Before you start

• Your teammates' email addresses
• About 5 minutes

Create a workspace

Step 1: Open the workspace menu

• Click your workspace's name at the top left of the page, next to the left menu.
• A list opens with every workspace you belong to.

Step 2: Start a new workspace

• Click Create new workspace at the bottom of the list.

Step 3: Name it and create it

• Type a name for the workspace, such as your company or client's name.
• Click Create.
• SpamCipher creates the workspace, makes you its Owner and switches you to it.

Invite your team

Step 4: Open the CRM

• In the left menu, point to the paper plane icon to open Outreach.
• Click CRM.

Step 5: Open Workspace & members

• In the CRM menu, click Preferences.
• Click Workspace & members.

Step 6: Enter their email address

• Under Add new member, type your teammate's email address.

Step 7: Choose a role

• Click the role box next to the address and choose Admin, Member or Viewer.
• Admin can invite and remove people and change their roles, like the Owner.
• Member and Viewer can't invite or remove people.

Step 8: Send the invitation

• Click Invite.
• SpamCipher emails your teammate a link to join. The invitation appears under Pending Invitations until they accept it.

Step 9: See who has joined

• Team Members lists everyone in the workspace with their role. The person who created it is the Owner.
• Pending Invitations lists invitations nobody has accepted yet.

Troubleshooting