How to Manage Organizations & Workspaces in FirstSales

An organization is your top-level account — it owns billing, members, and one or more workspaces. A workspace is a self-contained sending environment inside the org: its own mailboxes, campaigns, contacts, knowledge bases, and offerings. Use separate workspaces to keep clients, brands, or teams cleanly apart.

Use the switcher in the sidebar to move between organizations and workspaces. It shows your current org and workspace; pick another to change context. Everything you see — campaigns, contacts, settings — is scoped to the selected workspace.

From the switcher, choose Create workspace. The wizard asks for a name and basic profile. New workspace starts empty — connect mailboxes and build campaigns fresh. This is the right move for a new client or a distinct sending identity you don't want mixed with existing sends.

Need fully separate billing and membership? Create organization from the switcher. A new org has its own credit balance, plan, member list, and workspaces — nothing is shared with your other orgs. Most teams need only one org with several workspaces; reach for a second org only when billing or ownership must be separate.

In Settings, the organization section holds the org name, its ID (used by the API and CLI), industry, company size, and address. Keep these accurate — the org ID is what you pass to --org in the CLI, and the profile feeds AI context and billing records.

Each workspace has its own profile plus a Default Contact Person — the fallback sender identity used when a campaign or contact doesn't specify one. Set this so drafts always have a sensible "from" persona. Workspace settings also gate which mailboxes and content that workspace can use.

Members and their permissions are workspace-scoped. When you invite someone, you choose which workspaces they can access and their role in them. This lets one org host multiple client workspaces where each contractor only sees the workspace they're assigned to.