Creating and managing workspaces in Outreachly allows teams to collaborate more effectively on campaigns, data, and performance tracking. Here’s a step-by-step guide to set up and manage workspaces:
Setting Up a New Workspace
Login to Your Outreachly Account.
Find and select the “Workspaces” option on the dashboard in the main menu.
Select “Create New Workspace”.
Name the workspace as your company name.
Select "Create Workspace".
🚨 To help our users manage their workspaces & billing, our support team will create additional workspaces for you.
Please contact us via live chat to create your workspace
Adding Users to the Workspace
Go to "Workspace Settings".
Select "Members".
Select "Invite Members"
Assign Roles: Choose appropriate roles for each member (e.g., Admin, Memeber).
Note that roles determine access levels and permissions.
Send Invitations: Outreachly will send an invitation link to each user’s email, which they must accept to gain access to the workspace.
Managing Workspace Permissions
Adjust Permissions: If roles need to be updated, go to the “Members” tab in the workspace settings.
Set Permissions: You can set permissions for members individually to ensure team members access only relevant areas.
Managing Multiple Workspaces
Switching Between Workspaces: From the dashboard, users can easily switch between workspaces they can access by selecting the relevant workspace name in the top menu.
Cross-Workspace Access: If campaigns need to be shared across workspaces, contact us on Live Chat, and we can quickly share them.
🚀Success! Now you can easily manage your workspace in Outreachly.