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Workspace Setup
Configure your GrowthEngene workspace, users, permissions, and required profile settings.
Quick Answer
What A Workspace Controls
The workspace keeps GrowthEngene activity organized. It connects users, LinkedIn accounts, contacts, campaigns, billing, and automation rules under one operational boundary.
Workspace scope matters because automation output, contact ownership, credit usage, audit records, and safety policy are all easier to manage when they belong to the correct workspace.
- Users and permissions.
- Connected accounts and sessions.
- Mailbox, SMTP, sender, and domain configuration.
- Workspace automation policy, launch checks, and setup readiness.
- Campaigns, pipelines, contacts, and groups.
- Credits, usage, limits, and safety settings.
Setup Checklist
Complete the workspace basics before launching automation so activity is tracked correctly and the right people can review results.
- Confirm workspace name and owner.
- Invite teammates if needed.
- Assign roles and permissions.
- Connect LinkedIn and email settings.
- Confirm resume profiles if job outreach will be used.
- Configure targets, search sources, templates, and action plans before launch.
- Review usage and billing configuration.
Workspace Roles And Access
GrowthEngene separates normal workspace activity from admin and support operations. The public usage guide should explain role behavior in simple terms: owners and admins configure, operators run and review workflows, and viewers inspect results where allowed.
- Workspace owner: manages the workspace and high-level configuration.
- Workspace admin: configures accounts, policies, templates, and operational settings.
- Operator: reviews results, runs workflows, and handles assigned actions.
- Viewer: reads data without changing automation settings.
- Super admin or support admin: handles cross-workspace support, billing, and operational diagnostics.
Setup Readiness Checks
The setup area is designed as a readiness hub. It can surface account selection, mailbox readiness, sender identity, targets, search sources, templates, launch blockers, warnings, and next actions.
A workspace can be partially configured. That is normal. The important part is to know which workflow is ready and which blockers remain.
- Account selected and session available.
- Mailbox or sender identity configured for email workflows.
- Targets, sources, or presets selected for discovery workflows.
- Templates or action plans available for outreach workflows.
- Credits and plan entitlement sufficient for the intended run.
Recommended Workspace Hygiene
Keep each workspace focused. If one workspace is used for a job seeker and another for an agency client, do not share senders, sessions, contact groups, or templates unless that is intentional.
- Use separate workspaces for separate clients or business units.
- Keep sender identities aligned with the workspace purpose.
- Review audit and usage history before changing high-impact settings.
- Avoid copying SMTP credentials or LinkedIn sessions between unrelated accounts.
Frequently Asked Questions
Can one workspace manage multiple workflows?
Yes. A workspace can contain multiple campaigns, LinkedIn workflows, email discovery runs, contacts, and pipelines.
What does workspace readiness mean?
Workspace readiness means the required account, sender, source, target, template, credit, and safety settings are present for the workflow you want to run.
Should different clients share one GrowthEngene workspace?
Use separate workspaces when clients, sender identities, contacts, billing, or automation policies should remain separate.