Workspace Management

Organize your automation by creating and managing multiple workspaces for different teams, campaigns, or HubSpot portals.

What is a Workspace?

A workspace is an organizational container in AutoSeq that holds:

  • One HubSpot portal connection - Each workspace connects to one HubSpot account
  • Inbox rotation strategies - Your team distribution configurations
  • Usage tracking - Execution counts and analytics
  • Team members - Who can access this workspace
  • Billing settings - Subscription plan and payment info
Good to Know
Think of a workspace like a folder or project. Everything related to one HubSpot portal lives in one workspace.

When to Create Multiple Workspaces

Multiple HubSpot Portals

If you manage multiple HubSpot accounts, create one workspace per portal:

  • "Company A - Production Portal"
  • "Company A - Sandbox Portal"
  • "Client B - HubSpot"

Team or Department Separation

Separate workspaces for different teams using the same HubSpot portal:

  • "Sales Team - Q4 2025"
  • "Marketing - Lead Nurture"
  • "Customer Success"

Campaign or Project Separation

Isolate usage and analytics for specific campaigns:

  • "Product Launch Campaign"
  • "Event Follow-up Automation"
  • "Q1 Outbound Campaign"
Pro Tip
Most users only need ONE workspace. Only create additional workspaces if you have a clear organizational need.

Creating a Workspace

  1. Click your current workspace name in the top left
  2. Click "Create New Workspace"
  3. Enter a descriptive name
  4. Click "Create"
  5. Connect your HubSpot portal (if different from other workspaces)

Switching Between Workspaces

To switch workspaces:

  1. Click the workspace name in the top left corner
  2. Select the workspace you want to switch to from the dropdown

What happens when you switch:

  • All data shown is for the selected workspace only
  • Inbox rotations are specific to that workspace
  • Usage stats are isolated per workspace
  • Your last active workspace is remembered

Workspace Settings

General Settings

  • Workspace Name: Change the display name
  • Default Workspace: Set which workspace opens by default
  • HubSpot Connection: View connected portal, reconnect if needed

Team Members

Invite colleagues to access this workspace:

Role Permissions
Owner Full access: manage settings, billing, delete workspace
Admin Manage rotations, view analytics, invite members
Member View analytics only, no configuration changes
Important
Team members in AutoSeq have access to view data. This is separate from HubSpot users who can be assigned sequences.

Understanding Workspace ID

Every workspace has a unique ID like: ws_1a2b3c4d5e6f7g8h

Where you'll use it:

  • In the HubSpot workflow action configuration
  • When contacting support (helps us find your account)
  • In API calls (if using advanced integrations)

Where to find it:

  • Top of every page in AutoSeq dashboard
  • Workspace Settings page
  • URL when viewing workspace: /dashboard/{ workspace_id }
Save Your Workspace ID
Copy your Workspace ID and save it in a note or password manager. You'll need it every time you create a workflow in HubSpot!

Renaming a Workspace

  1. Go to Settings → Workspace Settings
  2. Click "Edit" next to the workspace name
  3. Enter the new name
  4. Click "Save"

What doesn't change:

  • Workspace ID (stays the same forever)
  • HubSpot connection
  • Existing rotations and data
  • Billing settings

Deleting a Workspace

Permanent Action
Deleting a workspace is permanent and cannot be undone. All rotations, settings, and analytics will be lost.

Before deleting:

  1. Make sure no active workflows are using this workspace
  2. Export any analytics data you want to keep
  3. Cancel the subscription if on a paid plan
  4. Inform team members with access

To delete:

  1. Go to Settings → Workspace Settings
  2. Scroll to "Danger Zone"
  3. Click "Delete Workspace"
  4. Type the workspace name to confirm
  5. Click "Delete Permanently"

What happens:

  • Workspace and all data are deleted immediately
  • Active workflows in HubSpot will fail (you'll need to remove AutoSeq actions)
  • Subscription is canceled (if applicable)
  • Team members lose access

Setting a Default Workspace

If you have multiple workspaces, set which one opens when you log in:

  1. Click workspace name in top left
  2. Click the star icon next to the workspace you want as default

The starred workspace will open automatically on login.

Workspace Limits

Plan Max Workspaces
Free Unlimited
Starter Unlimited
Professional Unlimited

Each workspace has its own usage limits based on its plan.

Best Practices

Use Clear Naming Conventions

  • ✅ "Acme Corp - Sales Team"
  • ✅ "Client XYZ - Production"
  • ❌ "Workspace 1"
  • ❌ "Test"

Start with One Workspace

Don't create multiple workspaces "just because you can." Start with one, and only add more when you have a specific organizational need.

Document Your Workspace ID

Keep your Workspace ID somewhere accessible to your team (internal wiki, shared doc, password manager). Everyone who creates workflows will need it.

Regular Cleanup

Delete workspaces you're no longer using to keep your account organized and avoid confusion.