Workspaces & Teams
Workspaces are isolated environments for separate brands, clients, or projects. Each workspace has its own contacts, campaigns, API keys, and email providers. Invite team members and assign roles to control who can do what.
What Is a Workspace?
A workspace is a fully isolated container for one brand or client. Everything lives inside a workspace: contacts, lists, campaigns, templates, automations, forms, API keys, and email provider connections. There is no data bleed between workspaces — a contact in Workspace A is invisible to Workspace B.
Common use cases for multiple workspaces:
- Agencies: one workspace per client. Each client has its own sending domain, contacts, and campaigns.
- Multi-brand companies: separate workspaces for different product lines or regional brands.
- Testing: a dedicated staging workspace to test new automations or templates without affecting production.
Each workspace has its own:
- Sending domains and email provider credentials
- Contact database, lists, segments, and custom fields
- Campaign history and analytics
- API keys (bearer tokens scoped to the workspace)
- Team members and role assignments
- Subscription forms and hosted landing pages
Creating a Workspace
To create a new workspace, click the workspace switcher in the top-left corner of the dashboard and select New Workspace.
- Workspace name: a human-readable name shown in the dashboard and in emails sent on behalf of this workspace (e.g., Acme Corp, Smith Consulting).
- Workspace slug: a URL-safe identifier auto-generated from the name (e.g.,
acme-corp). Used in API paths and your hosted form URLs. Can be changed once. - Timezone: the default timezone for scheduling campaigns. Individual contacts can have their own timezone for timezone-optimized delivery.
After creation, the workspace is empty. You'll be prompted to connect an email provider and verify a sending domain before you can send campaigns.
Workspace limits by plan
Team Members
You can invite colleagues and clients to a workspace. Each invitation is workspace-scoped — someone can be an Admin in one workspace and a Viewer in another.
Inviting via email
- Go to Workspace Settings → Team.
- Click Invite Member.
- Enter the person's email address and select their role.
- Click Send Invite. An invitation email is sent immediately.
The invitee receives an email with a link to accept. If they don't have an EmailSendX account yet, they'll be prompted to create one (free). Accepting the invite adds them to your workspace.
Invite link
For bulk invites or onboarding, generate a shareable invite link in Workspace Settings → Team → Invite Link. The link is tied to a specific role and expires after 7 days. You can revoke and regenerate it at any time.
Managing pending invites
Under Workspace Settings → Team → Pending Invites, you can see all outstanding invitations and cancel any that haven't been accepted. Cancelled invites become invalid immediately.
Roles & Permissions
EmailSendX has five built-in roles. Assign the least-permissive role that covers a person's needs.
| Role | What they can do |
|---|---|
| Admin | Full access to everything including workspace settings, billing info, API key management, email provider credentials, and team management. Can delete the workspace. |
| Editor | Create, edit, and send campaigns; manage contacts, lists, and segments; build automations and forms; create templates. Cannot access workspace settings, API keys, or billing. |
| Member | Create and edit campaigns and templates in draft; cannot publish, schedule, or send campaigns. Can view contacts and analytics. Suitable for junior team members or copywriters. |
| Viewer | Read-only access to campaigns, analytics, contacts, and automations. Cannot create or modify anything. Suitable for stakeholders who need visibility without editing access. |
| Client View | Highly restricted read-only role for white-label client portals. Sees only campaign stats (opens, clicks, unsubscribes) and contact counts. Cannot see settings, API keys, provider credentials, or EmailSendX branding. |
Client View role for white-label
Billing & Plans
Billing is account-level, not per-workspace. Your plan applies to your entire EmailSendX account. All workspaces under your account share the contact and send limits defined by your plan.
Plans:
- Hobby — Free. 1 workspace, 500 contacts, 3,000 sends/month.
- Starter — Up to 3 workspaces, 5,000 contacts, 15,000 sends/month.
- Pro — Up to 10 workspaces, 25,000 contacts, 100,000 sends/month. Public API access and outgoing webhooks.
- Business — Up to 25 workspaces, 100,000 contacts, 500,000 sends/month. Custom sending domain, white-label, and priority support.
- Custom plan — Need higher limits, an SLA, or dedicated infrastructure? Contact us and we'll scope a tailored plan.
CRM Add-on
Each workspace can optionally add the CRM add-on ($19/workspace/month) which unlocks extended contact properties, deal pipeline tracking, and activity timelines per contact. This is billed in addition to your base plan.
Manage your plan and billing in Account Settings → Billing. You can upgrade, downgrade, or cancel at any time. Downgrades take effect at the end of your current billing period.
Workspace Limits by Plan
| Plan | Workspaces | Contacts | Sends / Month | Team Members |
|---|---|---|---|---|
| Hobby | 1 | 500 | 3,000 | 1 |
| Starter | 3 | 5,000 | 15,000 | 3 |
| Pro | 10 | 25,000 | 100,000 | 10 |
| Business | 25 | 100,000 | 500,000 | 25 |
Need more than what Business offers? Contact us about a custom plan with the limits, dedicated infrastructure, and SLA your team needs.
Manage your team and workspaces
Invite collaborators, set up client portals, and scale across multiple brands — all from one account.