How do client workspaces work, and how do I pay for a second workspace?
A workspace is a separate space with its own mailboxes, campaigns and inbox, kept apart from your other workspaces. How a second workspace is paid for depends on your plan:
- You own a workspace on the Agency plan: a new workspace becomes a client workspace inside your Agency plan. No card, no setup questions, and it shares the Agency workspace's allowances.
- Any other plan (including Free): a new workspace is paid for on its own. You choose a paid plan for it. Free is never offered for an extra workspace.
Whether Agency includes client workspaces, and how many, is on the pricing page and in Plans and limits.
How do I create a workspace?
- Open Settings > Workspaces and click New workspace. You can also use Manage workspaces in the workspace switcher in the sidebar.
- Type a Workspace name.
- What happens next depends on your plan:
- Agency owner: the button reads Create workspace and you are done. The page says "Included in your Agency plan".
- Anyone else: the button reads Continue to choose a plan, and you pick a plan and add a card for the new workspace. You do not have to answer the setup questions again. Your earlier answers, sender name and postal address are copied and can be edited later. The page also offers Upgrade to Agency if you would rather run everything under one plan.
You can switch between workspaces from the switcher or from Settings > Workspaces with Switch.
What do client workspaces share?
Everything about the plan belongs to the Agency workspace, and the client workspaces count against it together:
- Capacity limits, added up across the whole family: mailboxes, active campaigns, active prospects, LinkedIn accounts and WhatsApp numbers.
- Monthly allowances (verifications, lookups, exports, placement tests, AI credits): the Agency plan's limits.
- The AI credit wallet. A pack bought on the Agency workspace is usable in every client workspace.
- The grace period and any lock. If the family goes over the plan, the Agency workspace's billing state applies to all of it. See What happens if I am over my plan's limits?.
Each client workspace still has its own mailboxes, campaigns, leads, inbox, do-not-contact list and team.
What can I not do inside a client workspace?
A client workspace has no subscription of its own, so billing actions are refused there: switching plan, opening Manage billing, entering a promo code, buying credits, or buying LinkedIn or WhatsApp slots. Settings > Billing in a client workspace says "Included in your Agency plan" and has a button to go to the Agency workspace's billing, where everything is done.
OneMail hosted mailboxes cannot be ordered inside a client workspace. Order them on the Agency workspace. See OneMail.
What if I delete a client workspace?
Your bill does not change. It locks now, is kept for 30 days, and can be restored any time before then. See Delete or restore a workspace.
What happens when Agency ends?
If the Agency plan is downgraded, lapses or its workspace is deleted, its clients are no longer covered. Nothing is swept or deleted. Each client workspace simply has no plan of its own, and its owner is sent to the plan picker for that workspace. A plan chosen there belongs to that workspace from then on. If the Agency workspace comes back to a live Agency plan before you pick, the clients rejoin the pool automatically.
Paying for a second workspace on a non-Agency plan
- Create the workspace as above and choose a paid plan. It gets the same trial rules as any subscription: see What happens when my free trial ends?.
- That workspace has its own subscription, invoices and Manage billing. Allowances are not pooled with your first workspace's plan.
- Only one unfinished workspace of this kind can exist at a time. Creating another reuses it under the new name. An unfinished workspace with no plan and nothing paid is removed straight away if you delete it.
Monthly allowances that are counted per person (verifications, lookups, exports and so on) follow you across the workspaces you own, so check Settings > Usage & limits in the workspace you are working in.
Common problems
"I do not see Free when I create a second workspace." By design. An extra workspace needs a paid plan, or the Agency plan that includes client workspaces.
"My client workspace shows Included in your Agency plan and I cannot buy credits." Switch to the Agency workspace and buy there. The wallet is shared.
"My client workspace asks me to pick a plan." The Agency plan it belonged to has ended. Choose a plan for it, or restore the Agency plan.