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Managing Workspaces

Organize multiple brands, clients, or projects with workspaces.

What are Workspaces?​

Workspaces let you separate different brands, clients, or projects within your 3L3C account. Each workspace has its own:

  • Brand settings: Logo, colors, voice, guidelines
  • Connected accounts: Platform integrations
  • Campaigns: All campaign data and history
  • Team members: Workspace-specific access
  • Billing: Separate credit usage tracking

Creating a Workspace​

From Dashboard​

  1. Click the workspace dropdown (top-left)
  2. Select "+ Create Workspace"
  3. Enter workspace details:
    • Workspace name
    • Description (optional)
    • Workspace type (Brand, Client, Project)
  4. Click "Create"

Workspace Limits​

Different plans have different workspace limits:

PlanWorkspaces
Starter1 workspace
Growth3 workspaces
AgencyUnlimited

Workspace Settings​

General Settings​

Configure basic workspace information:

  • Workspace name
  • Description
  • Workspace type
  • Default language
  • Time zone

Brand Kit​

Each workspace has its own brand kit:

  • Logo (primary and alternate)
  • Brand colors (primary, secondary, accent)
  • Typography preferences
  • Brand voice and tone
  • Do's and don'ts
  • Compliance rules

Platform Connections​

Connect social and ad accounts per workspace:

  • Instagram Business/Creator
  • Facebook Page
  • X (Twitter) account
  • YouTube channel
  • TikTok account
  • Google Ads account
  • Meta Ads account

Switching Between Workspaces​

Quick Switch​

Use the workspace dropdown in the top navigation:

  1. Click current workspace name
  2. Select different workspace from list
  3. Dashboard updates instantly

Keyboard Shortcut​

  • Mac: Cmd + K, then type workspace name
  • Windows: Ctrl + K, then type workspace name

Workspace Roles & Permissions​

Owner​

Full control over workspace:

  • Manage all settings
  • Invite/remove team members
  • View billing
  • Delete workspace

Admin​

Administrative access:

  • Manage campaigns
  • Configure brand settings
  • Invite team members (can't remove Owner)
  • View analytics

Editor​

Content management:

  • Create and edit campaigns
  • Approve content
  • Schedule posts
  • View analytics

Viewer​

Read-only access:

  • View campaigns
  • See analytics
  • No editing permissions

Use Cases​

Agencies​

Manage multiple client brands:

Agency Account
├── Client A Workspace
│   ├── Fashion brand
│   └── Instagram, Facebook
├── Client B Workspace
│   ├── Tech startup
│   └── X, LinkedIn, YouTube
└── Client C Workspace
    ├── E-commerce
    └── All platforms

Multi-Brand Companies​

Separate different product lines:

Company Account
├── Main Brand Workspace
├── Sub-Brand A Workspace
└── Sub-Brand B Workspace

Solo Marketers​

Organize personal projects:

Personal Account
├── Main Business
├── Side Project
└── Testing/Sandbox

Workspace Templates​

Quick Start Templates​

Pre-configured workspace setups:

E-Commerce Brand:

  • Instagram Shopping integration
  • Facebook Catalog sync
  • Product launch campaign template
  • Seasonal promotion templates

B2B SaaS:

  • LinkedIn integration
  • Lead generation templates
  • Product update campaigns
  • Thought leadership content

Local Business:

  • Google My Business
  • Facebook Local
  • Event promotion templates
  • Community engagement campaigns

Archiving Workspaces​

When to Archive​

  • Client project completed
  • Brand sunset
  • Seasonal workspace no longer needed
  • Testing workspace cleanup

How to Archive​

  1. Go to Workspace Settings
  2. Scroll to "Danger Zone"
  3. Click "Archive Workspace"
  4. Confirm action

Note: Archived workspaces:

  • Don't count toward workspace limits
  • Keep all data (read-only)
  • Can be restored anytime
  • Stop consuming Creative Credits

Deleting Workspaces​

Warning

Deleting a workspace is permanent and cannot be undone!

Before Deleting​

  • Export campaign data
  • Download analytics reports
  • Save any important content
  • Disconnect platform accounts

Deletion Process​

  1. Archive workspace first (24-hour cooldown)
  2. After 24 hours, access archived workspace
  3. Click "Delete Permanently"
  4. Type workspace name to confirm
  5. Confirm deletion

Best Practices​

Naming Conventions​

Use clear, consistent names:

  • ✅ ACME Corp - Main Brand
  • ✅ Client: TechStartup Inc
  • ✅ Project: Summer Campaign 2025
  • ❌ Test
  • ❌ Workspace 1

Workspace Organization​

Keep workspaces focused:

  • One brand per workspace
  • Don't mix unrelated projects
  • Use consistent brand kits
  • Regular cleanup of old workspaces

Team Access​

Follow principle of least privilege:

  • Give minimum required permissions
  • Review team access quarterly
  • Remove access when team members leave
  • Use Viewer role for stakeholders

Credit Management​

Monitor usage per workspace:

  • Set budget alerts
  • Track credit consumption
  • Allocate credits strategically
  • Review monthly usage reports

Next Steps​