This guide will walk you through setting up a shared workspace, step-by-step.
What is a shared workspace?
đź’ˇ Each workspace acts as an independent account.
A shared workspace is a space where you and your team can collaborate on the same projects and manage tasks more efficiently. It's where you can centralize all automation, making it easier to stay organized and work together within a team.
⚠️ You need to purchase separate subscriptions for your personal and shared workspaces. Team members can only be added to the shared workspace.
How to create a shared workspace
Here's a step-by-step guide on creating a shared workspace:
1. Log in to your PhantomBuster workspace.
2. Hover over your name in the top right corner of your workspace and click on the Users & Accounts page.
3. From the Users tab, locate and click on Create a Shared Workspace.
4. Choose your Workspace name and enter it in the Display name box. Then, choose a Slug. Click Create Workspace when you are done.
⚠️ Keep in mind that you can’t change your workspace slug once you have created it. However, you will still able to change your Workspace name from your Shared Workspace Settings page.
How to add members to a shared workspace
⚠️ Team members need to have a PhantomBuster account before you can add them to a shared workspace. Ask them to sign up on this page. Don’t forget to ask them to validate their email address once they've signed up.
Here's how to add team members to a shared workspace:
1. Log into your shared workspace by hovering over your name in the top right corner of your workspace and clicking on the shared workspace's name you wish to add new members to.
2. Select your shared workspace name in the top right corner of your account and click on Shared workspace settings.
3. Under the Users tab, click + Add user, enter the team member's email, and click Add user.
Managing roles in shared workspaces
From the same Users tab in the Shared workspace settings, you can assign roles to team members.
Role permissions:
-
Owner:
- Can promote Members to Admin roles or demote Admins to Member roles.
-
Admin:
- Can promote Members to Admin roles.
- Cannot demote Admins to Member roles.
- Cannot edit the shared workspace’s name.
-
Member
- Cannot promote or demote users.
- Cannot access billing, API keys, or CRM connections.
- Cannot edit the shared workspace’s name or time zone.
⚠️ Members in a shared workspace cannot access sensitive areas like Billing or API keys. If you are unable to access these sections, please contact an admin or owner of your shared workspace for assistance.
How to remove members from a shared workspace
1. Log into your shared workspace by hovering over your name in the top right corner of your Workspace and clicking on shared workspace's name.
2. Select your shared workspace name in the top right corner of your account and click on Shared workspace settings.
3. You will land on the Users tab, which displays the last name, first name, role, and email address of every user of the shared workspace.
4. Hover on the member of the shared workspace you want to remove.
5. Select the bin icon next to the team member’s name to remove it from the shared workspace.
Related guides
Plan Features and Choosing the Right Plan
Not Receiving Validation Email to Verify Account
User settings vs Workspace settings
You can contact Support at any time for additional details on your PhantomBuster workspace.