Your workspace

Check your business context, membership, and available features.

Updated September 27, 2026 1 min read

A workspace holds one business's records, connected accounts, and settings. Before importing contacts or sending a message, check that you are working in the intended business.

Settings in the selected workspace in the fictional Northline Roofing workspace. — Settings in the selected workspace. The real interface uses fictional demo data in this image; follow the steps below in your own workspace. Select the image to view it full size.

Access your business

You need a signed-in account with active membership in that workspace. If you cannot open it, ask an administrator to check the account and membership. Having a login alone does not grant access to every business.

Keep contexts separate

Switching workspace changes the business records you are working with. A demo workspace contains fictional data and does not verify your real connections or permissions.

Your available screens can also differ from someone else's. Optional modules may be disabled, and provider-dependent features need a ready connection.

Find configuration and help

Use Setup to inspect readiness and Integrations to manage connected providers. Settings holds workspace preferences. Platform administration is a separate role from normal workspace membership.

For a new self-hosted installation, follow Self-hosting before inviting a team or using real data.