Workspace and account
Workspace settings and sign-in
Workspace name, other workspaces, appearance, and signing in with a password or Google.
Workspace
- Settings, Workspace: change the workspace name and billing email, and click Save.
- Mailboxes can be moved between your workspaces from the mailbox's Settings tab.
Workspaces
- Each workspace is a separate account with its own leads, campaigns, mailboxes, integrations, API keys and webhooks.
- The Workspaces page lists yours with their leads, campaigns, mailboxes and people. Create another (your plan sets how many), open one, or archive one you no longer use.
- Switch workspace with the switcher at the top of the menu.
Appearance
- Open Settings, then Appearance.
- Pick Standard (light), System or Dark, and click Save.
- Under Deleting, choose whether deleting rows asks you first.
Sign in with Google
- On the sign-in page, click Continue with Google and choose your Google account.
- If an account already uses that email address, Google signs you into it. Otherwise a new account is created when sign-up is open.
- Two-factor sign-in still applies after Google.
Signing in
- If two-factor sign-in is on for your account, enter the 6-digit code from your authenticator app, or a backup code, after your password.
- Use Sign out in the menu under your initials when you are on a shared computer.
Delete a workspace
At the bottom of Settings, Workspace, type the workspace name to confirm and delete it. This cannot be undone.