Managing projects
Add, rename, or remove workspaces.
Projects (workspaces) are managed on the Projects page (/admin/settings/projects, under Projects & Teams) by an Admin.
Add a project
Click Add Project and name it. A new project starts empty — no contacts, no connected accounts, its own everything. Your plan sets the maximum number of projects.
Use a separate project only when you need a genuinely separate audience and set of connected channels — a second brand, or a client. Don't create one just to organize campaigns.
Rename a project
Click Rename on its row and save. This doesn't affect any data.
Give people access
New non-admin members are added to specific projects. Adjust project access per member on the Team page. Admins always have access to every project.
Delete a project
Deleting a project permanently removes all of its data — contacts, campaigns, connected accounts, conversations, everything. It can't be undone. Disconnect any connected accounts you want to reuse elsewhere first.
To move between projects day to day, see Switching workspace.