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Workspaces and scopes

LeadsParrot has two scopes: Account and Workspace.

Account scope is used for account-level resources and settings. Workspace scope is used for workspace-specific campaign work.

Choose the right scope​

  1. Use the workspace rail to select account scope or a workspace.
  2. Stay in account scope for Lead Finder, saved searches, account-scope Lead Lists, account settings, tokens, users, and subscription work.
  3. Select a workspace when creating or editing campaigns.

Email and domain setup scope​

Email & Domain Setup can be used from account scope or workspace scope.

  • In account scope, Zapmail connections, domains, and email accounts are owned by the account. Account-owned resources can be assigned to workspaces.
  • In workspace scope, domains and email accounts are owned by that workspace and are exclusive to it.
  • Assignment is not ownership. Assigning an account-owned resource to a workspace only grants that workspace access.

Use account scope when you want to dynamically assign resources across workspaces. Use workspace scope when the setup belongs to one client or when managed provisioning charges should stay tied to one workspace.

Workspace-only areas​

Campaign pages require workspace scope. If you open a campaign page from account scope, LeadsParrot asks you to select a workspace.

Locked workspaces​

Locked workspaces stay readable, but workspace-scoped edits are blocked. A workspace can become locked by subscription plan limits after a downgrade.