A workspace is one client you prospect for. Agencies use one per client; if you only sell for your own company, you have one workspace and nothing changes: the switcher stays hidden until you add a second client.
What each client has
Each workspace has its own:
- company profile and ICPs
- lead lists and company lists
- monitors and watchers, with their signals
- exclusion lists uploaded for that client
Whatever you create belongs to the client you're in. There's nothing to tag by hand.
What your account shares
These belong to your account and work for every client:
- your plan and your one credit balance
- API keys
- sequencer connections
- LinkedIn accounts (you can limit each one to some clients)
- exclusion lists uploaded for All clients
| Per client | Shared by all clients |
|---|---|
| Company profile and ICPs | Credits and your plan |
| Lead and company lists | API keys and sequencer connections |
| Monitors, watchers and signals | LinkedIn accounts |
| Exclusion lists for that client | Exclusion lists for All clients |
LinkedIn accounts
Every connected LinkedIn account works for all clients by default. In Settings → LinkedIn accounts, use Used for to limit an account to some clients. Its daily limits stay one budget, shared by those clients.
Who can use a workspace
Workspaces organise one filtrat account's work by client. They don't add users: your clients and teammates don't get their own logins to a workspace.
Want the overview first? See the Workspaces product page.