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Use the workspace switcher to choose the workspace you intend to work in. Leads, targeting, campaigns, and integrations belong to that workspace.

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Invite members

An admin can invite members through the sidebar invitation action or Settings > Team. Review the email address and role before sending the invitation. Use the team screen to inspect invitations and active members. Change or remove access when responsibilities change.

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Understand permissions

Members with product access can work with shared leads and targeting. Billing changes and API-key management require the appropriate billing or admin permission. The app disables actions your current role cannot perform. A connected MCP client also checks the permissions granted during authorization and your current workspace role. Its permissions are documented separately.

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Create another workspace

Use the workspace menu when you need separate targeting and lead data. Additional-workspace eligibility depends on paid access. If you are in a trial, review the offered options to finish it or activate paid access before continuing.

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Keep company context accurate

Open Settings > Company to review company and product information. Use Lead criteria and Signals for targeting changes rather than creating another workspace for every small adjustment.