Workspaces

Workspaces let you organize your work and collaborate with teammates in separate, dedicated environments.

Understanding Workspaces

Each workspace is its own environment within Blueticks:

Data and resources (scheduled messages, campaigns, audiences, boards) are isolated between workspaces
Team members can belong to multiple workspaces with different roles
Your subscription plan applies at the workspace level

Creating a New Workspace

Click the workspace selector in the top navigation bar
Select Create New Workspace
Enter a name for the workspace (and an icon, optionally)
Click Create Workspace

Switching Between Workspaces

Click the workspace selector in the top navigation
Select the workspace you want to open
Your dashboard updates to show that workspace’s data

Workspace Members

Inviting Members

Open User Management in your account settings
Click Invite (or Add Member)
Enter the teammate’s email address
Choose their role and send the invite

Roles

Owner — full control of the workspace, including billing and ownership transfer
Admin — manage members and workspace settings
Member — use the workspace’s features

Transferring Ownership

The workspace owner can hand ownership to another member from User Management — because the subscription is tied to the workspace, transferring ownership does not require re-purchasing the plan.

Deleting a Workspace

If a workspace is no longer needed, the owner can delete it from the workspace settings. Deletion is permanent — all of that workspace’s data is removed and can’t be recovered.

Best Practices

Create separate workspaces for distinct clients or business units
Use clear, consistent workspace names
Give teammates the least access they need for their role
Review workspace membership periodically

Need Help with Workspaces?

Contact support through the in-app chat
Or email support@blueticks.co with “Workspace Help” in the subject line