Workspace & Team Management

What is a Reachvo Workspace?

In Reachvo, a Workspace is your dedicated team space. All contacts, campaigns, deals, connected accounts, and AI credit balances belong exclusively to your active workspace so everything stays clean, private, and organized.

You can switch workspaces at any time using the Workspace Switcher in the top-left corner of the sidebar navigation.

Workspace Types

Reachvo supports two workspace options:

1. Standard Workspace

Ideal for individual creators, startups, and in-house sales teams. Contains a single unified place for your contacts, campaigns, sender accounts, and billing details.

2. Agency & Client Workspaces

For B2B growth agencies and ghostwriters managing multiple client brands:

• Navigate to Agency (/agency) in the top sidebar group.
• Create sub-workspaces for each client (e.g. Acme Corp, Vertex Media).
• Client workspaces keep connected LinkedIn and email accounts, prospect lists, and campaign sequences completely separate from one another.
• The parent agency workspace retains master billing, shared credit pools, and client oversight.

Inviting Team Members & Assigning Roles

To collaborate with colleagues or assign team members to specific campaigns:

1. Open Settings → Workspace → Team Members.
2. Click Invite Member and enter their work email.
3. Select their Role:
   • Admin: Full control over workspace settings, billing, team invitations, account connections, and campaign launches.
   • Member: Can search prospects, draft and schedule social posts, launch campaigns, and manage inbox replies. Cannot access billing or delete workspaces.
   • Viewer / Client: Read-only access to campaign analytics, pipeline reports, and social calendar drafts for client review and sign-off.
4. An invitation email with a secure onboarding link will be sent automatically.

Setting Up Global Sending Windows

To prevent outreach emails or LinkedIn messages from sending in the middle of the night:

1. Go to Settings → Schedules (/settings/schedules).
2. Create or edit your default sending window:
   • Active Days: e.g., Monday through Friday.
   • Active Hours: e.g., 09:00 to 17:00.
   • Timezone Detection: Enable Auto-detect recipient timezone so prospects receive your messages during their local morning hours.
3. Save the schedule and assign it to your active campaigns.