Manage client workspaces and team access

Create workspaces, invite your team, and find your workspace ID when support or the API needs it.

Create a new workspace

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Click the workspace name at the top of the sidebar, then Add workspace. Give it a name and click Add Workspace — you're switched into it right away.

If you manage clients through the Agency or Studio hub, you can also create client workspaces from there: click Agency (or Studio), open Workspaces, and click New Workspace.

Invite a team member

1. Switch to the workspace you're inviting them into.
2. Click Settings → Workspace tab → Team Members → Invite Member.
3. Enter their email and choose a role.
4. If you're inviting into an agency or studio workspace, you'll also choose their User experience — Advanced or Simplified. Simplified turns their whole account into a limited one once they accept — it hides Workflows, Roles & Permissions, API Keys, and more, across everything they can see. Choose it only if that's genuinely what you want for this person.
5. Click Send Invitation. It shows as Pending until accepted.

Find your workspace ID

Support and the API both ask for this.

1. Click Settings → Workspace tab → Workspace Details, and click the copy icon next to Workspace ID.
2. Or, click the workspace name at the top of the sidebar and choose Copy workspace ID.
3. Or, click the small ID text shown directly under the workspace name at the top of the sidebar.

Related: Create a call flow, Brand a client portal, Manage agency and client billing, Find your workspace ID.