Creating a Shared Workspace

If you're using PhantomBuster with your team and would like to have multiple people be able to access one account, create a Workspace to share among your colleagues!

Overview:

 

What is a Shared Workspace?

Your Workspace account is separate from your personal account, offering a dedicated environment for seamless collaboration with your team. Within this workspace, you have the flexibility to invite team members. While you can maintain subscriptions for both your private workspace and a shared one, it's important to note that team members can only be invited to the shared workspace.

Create a Shared Workspace

If you wish to create a Workspace, you will need to click on the three little dots next to your name at the top of your account and select User settings. Then, scroll down and click on "Advanced Settings" and "Create new Workspace."

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From there, you will need to choose your Workspace's Name. Keep in mind: you won't be able to change your Workspace slug, but it will still be possible to change the name directly from your Shared Workspace Settings page.

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Please note: Complete your account validation to unlock the capability to create a shared workspace.

Add members

To add members to your newly created Workspace, head over to your Shared Workspace Settings.

Manage your Workspace by inviting members to join by entering their email addresses* and deleting them as you wish. You can invite up to 100 members!

Important notes

*In order for someone to be a part of your Workspace, they will need to have created a PhantomBuster account with the email by which you invite them. 

For now we aren't able to transfer any paid plans, Phantoms, or billing details across to your Workspace, so you'll have to create new Phantoms, select a new plan, and re-enter your details there.

Keep in mind that you can create a Workspace with any of our subscription plans (either Starter, Pro, or Team)!

 

If you think this article does not address your issue, please contact Support directly. We are continuously improving, so your feedback means the world to us!

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