Workspaces

What is a Workspace?

A workspace in Salesnode is a dedicated environment where you can organize and manage your campaigns, contacts, mailboxes, and other sales-related data separately from other projects or teams. Workspaces help you keep your sales activities structured and ensure that different teams or projects do not mix data, making it easier to focus on specific goals or clients.

Using workspaces is especially helpful if you manage multiple clients, departments, or product lines, as it allows you to maintain clear boundaries and control over your sales processes.

Data Isolation in Workspaces

Each workspace in Salesnode keeps its data completely isolated from others. This means that contacts, campaigns, email inboxes, and settings within one workspace are not accessible or visible in another workspace. Data isolation ensures privacy and security, preventing accidental data leaks or confusion between different projects.

Why Data Isolation Matters

Data isolation is crucial when working with multiple clients or teams because it:

1. Prevents data overlap and confusion.
2. Protects sensitive information by restricting access.
3. Enables tailored configurations and campaigns for each workspace without interference.

Switching Workspaces

Switching between workspaces in Salesnode is designed to be quick and intuitive, so you can manage multiple projects or teams efficiently without logging out.

To switch workspaces, you have two options:

1. From Within a Workspace:

   • Navigate to the Dashboard.
   • Click the workspace title in the header.
   • Select the desired workspace from the popover list.

2. From the Dashboard Logo:

   • Click the Salesnode logo in the top left corner of the Dashboard.
   • Choose the workspace card you want to switch to.

Creating a New Workspace

If you need to add a new workspace, follow these steps:

1. Go to the Dashboard.
2. Click the Salesnode logo in the top left corner.
3. Click the “New workspace” card.
4. Enter the workspace name and other details as prompted.
5. Confirm to create the workspace.

Switching and creating workspaces is seamless, enabling you to organize your sales efforts with minimal interruption.

Permissions for Members per Workspace

Salesnode supports member permissions that can be assigned on a per-workspace basis, providing granular control over who can access and modify workspace data. This feature is especially useful for managing teams with different roles or clients with varying access needs.

Use Cases for Workspace Permissions

Permissions allow you to:

1. Restrict sensitive data access to specific team members.
2. Assign roles such as admin, editor, or viewer within each workspace.
3. Enable collaboration while maintaining control over critical settings.
4. Manage client access when working with external contractors or agencies.

By applying permissions at the workspace level, you ensure that users only see and interact with the data relevant to their responsibilities.

Workspace Limits

Each Salesnode account has certain limits on the number of workspaces and the data they can contain, depending on your subscription plan. These limits help maintain system performance and ensure fair usage.

Typical workspace limits include:

• Maximum number of active workspaces.
• Limits on contacts, campaigns, and mailboxes per workspace.
• Restrictions on member invitations per workspace.

Managing Workspace Limits

To stay within your limits:

1. Regularly review and archive unused workspaces.
2. Monitor contact and campaign counts within each workspace.
3. Upgrade your subscription plan if you require higher limits.

Troubleshooting Workspace Issues

If you encounter issues related to workspaces, such as missing data or access problems, consider the following: