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  • Start Guide
    • What's Shipper CRM?
      • Onboarding
      • The first 60 seconds
      • Product concepts
  • Shipper Database
    • Parent Companies
    • Shipping Locations
    • Magic Contacts
  • Magic Map
    • Overview
    • Filters
    • 🟡Shipper Profiles
      • 🟡Parent Company View
      • 🟡Tool Bar Actions
    • 🟡List View
    • Request New Companies
  • Relationship Manager
    • Overview
    • Contact Info Card
    • Filtering
    • Interactions
    • Reminders
  • Request Tracking
    • LinkedIn Profiles
    • Contact Enrichment
  • Teams & Agencies
    • ⭐Overview
    • ⭐Workspaces
      • Setup an agency
      • Setup a corporate workspace
      • Removing Members
    • ⭐Assign Me To Shipper
    • ⭐Workspace switching
  • Settings
    • Organization
      • Account
      • 🔴Members
        • 🟡Inviting Members
        • 🟡Deactivating a Member
      • 🟡Workspaces
      • Enrichment Credits
      • Integrations
    • Support
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On this page
  • Workspace information
  • Editing workspaces
  • Creating a new agency

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  1. Settings
  2. Organization

Workspaces

You can easily view and edit your workspaces from within the settings tab.

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Last updated 7 months ago

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Workspace information

To view your and their settings, go to the settings page and click on the Workspaces tab. This will open up settings for your workspaces.

Here, you can view all your workspaces, their details, and make changes to them.

You'll be able to view the following information about your workspaces:

  • Name

  • Number of members

  • Enrichment Credits used

Editing workspaces

From settings, you'll also be able to edit your existing workspaces. To do so, simply click on the workspace that you want to edit, and you'll be taken to a settings page for that specific workspace.

Here, you'll be able to add or remove members, and be able to see the roles of the existing members

Creating a new agency

You can also create new agencies from the settings page. To create a new agency, simply click the Setup a New Agency button in the table listing out the agencies in your organization. This will open a modal allowing you to create a new agency.

You can find more details about creating new agencies .

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here
workspaces
Settings for workspaces look like this