Workspaces and members

A workspace is where your work in Openlead lives. You create your first one when you sign up.

What a workspace holds

Everything you find and keep belongs to a workspace:

• Searches. Every search you run, with its results.
• Your database. The companies and people your workspace's searches have found, and the ones its lists hold.
• Lists. The lists you make from them. See Lists.

Each workspace has its own address, openlead.ai/your-name. You pick the name when you set up the workspace: lower case letters, digits and hyphens, up to 40 characters. A few names are used by Openlead itself and cannot be taken.

Other workspaces cannot see what is in yours. The people who are members of a workspace see all of it.

Workspaces and seats by plan

Your plan decides how many workspaces you can run and how many seats it includes.

The workspaces you run under one plan share its monthly companies and your credits. A search in one workspace lowers what the others have left. See Plans and credits.

Switch between workspaces

The workspace button at the top of the sidebar shows the workspace you are in. Click it to open a menu with your email address, your workspaces with a tick on the current one, and Sign out. Click another workspace to switch to it.

When several workspaces share a plan, the menu groups them and marks the group as a shared pool. Under the list it shows your plan, how many of this month's companies you have used, when the month resets and how many credits you have left. Click that line to open your billing page.

Your first workspace is created when you sign up. Adding more workspaces from inside the app is not available yet.

Members

Seats come with your plan, as the table above shows. The workspace you create has you as its owner. Everything in a workspace is shared by its members, including its searches, its database and its lists.

Inviting teammates from inside the app is not available yet.

FAQ