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Workspace Creation

A workspace is a group of ad accounts analysed together, usually for one brand or client. Each workspace has its own Brand Kit, settings and permissions, which keeps client and brand data separate.

 How do I create a workspace?

  1. In Settings, select Workspaces.
  2. Click Create Workspace.
  3. Name the workspace and add a description, logo and currency.
  4. Select the ad accounts to include.
  5. Assign a team and set each member's permission level.
  6. Save the workspace.

Start with one account per workspace during your first week. This makes it easier to sanity-check spend against the platform before you aggregate data.

How do I switch workspaces?

Use the workspace badge in the lower-left corner of the sidebar. Every dashboard, report and generation is scoped to the workspace currently selected.

How do teams and permissions work?

Teams are the main route into a workspace. Assign a team to a workspace and its members inherit the default permission you set. A per-user permission overrides the team default.

An organisation role does not automatically grant data access. Even an organisation administrator must be added to a workspace through a team or an explicit permission. Team administrators automatically receive full access to every workspace their team is assigned to.