Workspace Settings

Account & Workspace

Workspace Settings Overview

General Settings

Team Members & Roles

Billing & Credits

Email Templates

CRM Custom Fields

Related in Account & Workspace

Account Settings White Label & Partners Workspace Switcher Onboarding

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Help Centre Workspace SettingsFrequently Asked Questions

WORKSPACE SETTINGS

Frequently Asked Questions

Common questions about workspace members, management, billing, and subscriptions.

Members & Roles

How do I invite team members to my workspace?How do I activate my main business email for login?How do I invite an admin member and manage their billing access?How do I change my workspace role from Member/Editor to Owner?Why can my client workspace member see my personal workspace?

Workspace Management

How do I add a client workspace / onboard a client into Acquisity?How do I delete/remove a client workspace?How do I rename a workspace?How do I view how many workspaces my Pro subscription covers?Why do I still see the onboarding prompt after paying for a workspace?

Billing & Subscriptions

What does my course or program purchase include, and why do I see 0 credits?Can I transfer domains/inboxes between workspaces?Can I use different payment cards per workspace?How do I cancel my Acquisity workspace and stop all billing?How do I disconnect Instantly from Acquisity?What does the Legacy Pro upgrade fee mean during workspace setup?Where can I see my subscription end date on the dashboard?