Workspaces and Team Members

When managing multiple campaigns or collaborating with a team on Plai, it's essential to maintain a well-organized structure. This is where workspaces and team members come into play.

What is a Workspace? 

A workspace on Plai is like a sub-account within your primary account. It's a level of organization that lets you keep specific campaigns separate. For example, you might create a workspace for your seasonal marketing campaigns or for a particular client.

What is a Team Member?

Team members are individuals who have their own logins to your Plai account. You can invite team members to collaborate on campaigns within specific workspaces. This ensures that they only see the information relevant to their tasks.

How to Add a Team Member

1. Access your profile: Click on your business name or picture in the top right corner of the screen.
2. Go to the Teams tab: Look for the tab labeled "Teams" and click on it.


3. Click "Add team member": This will open a form where you can enter the team member's email address.
4. Select workspaces: Choose the workspaces that you want the team member to have access to.
   
   

Note: By assigning team members to specific workspaces, you can control their visibility and ensure that they only have access to the information they need.