Workspaces
Organize teams, data, and sending configuration for each business unit or environment.
What is a workspace?
A workspace is an isolated home for your data, settings, and team. Each workspace contains its own:
- Contacts, templates, and campaigns
- Delivery configuration and sending domains
- Identity rules and custom fields
- Team members and roles
Workspaces help you keep brands, regions, or environments separate and secure.
When to create another workspace
Create additional workspaces when you need to separate:
- Different brands or business units
- Regions with distinct compliance requirements
- Client accounts (for agencies)
- Environments (e.g., a staging workspace that stays in Sandbox)
Delivery modes
Workspaces support the following delivery modes:
- Sandbox. Messages are simulated and not delivered to recipients.
- Normal. Messages are delivered to recipients and counted toward your budget.
- Disabled. Messages are blocked and not sent.
You can't switch your workspace delivery mode to Normal until your account email is verified and at least one sending domain is verified.
Switch from Sandbox to Normal (when ready)
Open Workspace Settings
From the Dashboard, go to Workspace Settings and open the Delivery tab.
Complete required verifications
- Verify your account email address (look for the verification email from Leadpush).
- Verify at least one sending domain and add a sending address.
Enable Normal delivery
Change the delivery mode from Sandbox to Normal, then save your changes.
Workspace Settings overview
Use the Workspace Settings page to configure how your workspace behaves:
- Profile. Update workspace name and logo.
- Delivery. Choose delivery mode and channel behavior.
- Identity. Select the fields used to uniquely identify contacts.
- Domains. Add and verify sending domains and create sending addresses.
- Fields. Create custom fields to personalize content and segment contacts.
- Team Members. Invite teammates and manage their roles and access.
Common tasks
Rename your workspace
Navigate to Workspace Settings
Open the Profile tab.
Update details
Edit the Name (and logo if needed).
Save
Click Save to apply your changes.
Verify a sending domain and add a sending address
Navigate to Workspace Settings
Click on the Domains tab.
Add a Sending Domain
Click the + Domain button and enter your domain name, then Create.
Verify the domain
Click Verify next to your domain and add the shown DNS records with your DNS provider. DNS may take minutes to a few hours (up to 24 hours) to propagate. Click Verify again to confirm.
Add a Sending Address
Expand the domain row and click + Sending Address. Enter the address and business details, then Create. Use a monitored inbox so you don't miss replies.
Invite your team
Open Workspace Settings
Go to Team Members and click Invite Users.
Send the invite
Enter an email, choose a role, and click Invite.
Track invites
Pending invitations will be listed until accepted.
For more detail, see Invite Users
Roles and permissions
| Role | Permissions |
|---|---|
| Owner | Full control of the workspace, including deleting or transferring the workspace and managing billing and roles |
| Admin | Full access to workspace settings, can invite/remove users, manage billing |
| Member | Can access and edit content, create campaigns, view analytics |
| Read Only | Read-only access, can view content and reports but cannot make changes |
Best practices
- Keep new workspaces in Sandbox until you complete verifications and run test sends.
- Use separate workspaces for production and staging/testing.
- Verify at least one sending domain per workspace and use a monitored inbox for sending addresses.
- Review team access regularly and assign the least-privileged role required.
Troubleshooting
- Can't switch to Normal. Verify your account email and at least one sending domain; allow time for DNS propagation before retrying.
- Domain won't verify. Check that DNS records match exactly, there are no conflicting records, and propagation has completed.
- Invitations not received. Check spam/junk, confirm the email address, or resend the invite. See Invite Users for more tips.