Using more than one workspace

Most people need one workspace. You’d want a second if you run customs for genuinely separate things — an agency with two clients, or a business with two brands whose leads should never sit in the same table.

Everything is separate

A workspace is a wall, not a folder. Customs, contacts and leads, brands, media, templates and team members all belong to one workspace and are invisible from another.

That’s the point, and it’s also the catch: there’s no moving a custom from one workspace to another, and no shared library between them.

The plan is the exception. It belongs to whoever pays, not to a workspace: every workspace you create runs on your plan, and they share what it includes. Two workspaces don’t mean two plans.

Creating a workspace

1. Open the menu at the bottom of the left sidebar, the one with your name.
2. Click Change workspace, then New workspace.
3. Give it a name and click Create.

You land in the new workspace straight away, empty and ready for its first custom. You’re its owner, and it runs on your own plan alongside the others you own — even if you created it while you were in someone else’s workspace.

How many workspaces you can have depends on your plan. The counter next to New workspace shows how many your plan is using out of how many. When you can’t create one, the button is greyed out and says why when you hover it: your plan includes only one workspace, you’ve reached its limit, or you don’t have a plan of your own (you only joined other people’s workspaces). See Changing or cancelling your plan.

Setting one up for a client? Create it the same way, then invite them from Team inside it. See Your team. Inviting them doesn’t change who pays: the workspace stays on your plan.

If you’d rather your client pay for it themselves, send them a transfer from Workspace settings → Workspaces → Transfers, with New transfer. They get an email with a link. When they accept, the workspace moves to their own plan and they become its owner; you stay in it as an admin.

Sending a transfer means you stop paying for that workspace: you only keep funding it, for the days and leads you choose, while they decide. If they decline, or don’t answer in time, its customs go offline. Until they answer, you can cancel the transfer and keep paying. Only whoever pays for the workspace can send one, and if you don’t see Transfers, your plan doesn’t include it. See Handing a workspace’s billing over.

Switching

Your current workspace is shown in the left menu — open it to switch. Everything on screen changes with it: the customs you see, the leads, the team.

Being in one doesn’t sign you out of another. You’re a member of each, and switching just changes which one you’re looking at.

It’s per browser, and it remembers

Custom One remembers the workspace you last switched to and puts you back there next time you sign in.

It remembers per browser and device, though. Switch on your laptop and your phone stays where it was — which is useful once you’re used to it, and confusing the first time it happens. If you’re ever unsure which one you’re in, the left menu is the place to check.

Joining someone else’s

You don’t create a workspace to join a team — you get invited to theirs. Accept the invitation and it appears alongside your own, and you switch between them the same way.

Your role can differ in each one: an owner of your own workspace and a guest in a client’s is perfectly normal.