---
title: "InboxKit Workspace Setup – Create New Workspaces, Update Account Info, and Manage Team Access"
description: "InboxKit Workspace Setup – Create New Workspaces, Update Account Info, and Manage Team Access"
url: https://help.inboxkit.com/en/articles/8-inboxkit-workspace-setup-create-new-workspaces-update-account-info-and-manage-team-access
collection: "Get Started With InboxKit!"
updated: 2026-11-01
language: en
---

# InboxKit Workspace Setup – Create New Workspaces, Update Account Info, and Manage Team Access

InboxKit Workspace Setup – Create New Workspaces, Update Account Info, and Manage Team Access

Your **InboxKit Workspace** acts as your central hub for managing domains, mailboxes, integrations, billing, and team members. Each workspace is independent — making it easy to separate projects, clients, or internal operations.

* * *

### 1⃣ **Creating a New Workspace**

1.  **Go to the top-left corner** of your InboxKit dashboard (beside your workspace name).
    
2.  Click the dropdown arrow → select **Manage Workspaces.**
    
3.  Click **\+ Create Workspace** (green button).
    
4.  Give your workspace a name — e.g., “Core Frontier,” “Client A,” or “Outbound Ops.”
    
5.  Your new workspace will appear in the list with its own domain, mailbox, and billing data.
    

> 💡 **Tip:** Each workspace has its own limits, credit balance, and domains. You can switch between workspaces anytime from the top-left dropdown.
> 
> ### 2⃣ **Updating Account Profile Information**

Keep your profile up-to-date to ensure smooth communication and secure access.

1.  Go to **Settings → Account**.
    
2.  Update your details:
    
    -   **Full Name**
        
    -   **Email Address** _(used for login; cannot be changed)_
        
    -   **Phone Number**
        
    -   **Company Name**
        
3.  Click **Save Changes** to apply updates.
    

> 🔹 _Your profile info helps InboxKit personalize billing, notifications, and team invites._

* * *

### 3⃣ **Inviting Team Members and Managing Permissions**

Collaborate easily by adding your teammates to your workspace.

1.  Go to **Settings → Team.**
    
2.  Enter the team member’s **Full Name** and **Email Address.**
    
3.  Enable or disable the toggle for **“Allow managing billing and payments.”**
    
    -   **Enabled:** Gives the user access to billing, subscriptions, and credits.
        
    -   **Disabled:** Grants access to workspace operations only.
        
4.  Click **Invite.**
    

The invited user will receive an email to join your workspace.

> 👥 _You can view all members, their roles, and permissions directly in the Team section._

* * *

### **Role Overview**

**Role**

**Access Level**

**Typical Use Case**

<table data-id="0e2e37db-e2e0-4e77-b4f3-a7781a369145" style="min-width: 75px;"><colgroup><col style="min-width: 25px;"><col style="min-width: 25px;"><col style="min-width: 25px;"></colgroup><tbody><tr><td colspan="1" rowspan="1"><p data-id="1e3b92d4-d95c-4916-9fc1-2239ee881a07"><strong>Admin</strong></p></td><td colspan="1" rowspan="1"><p data-id="1eda2d5b-6e21-481f-9678-449cef344563">Full access to domains, mailboxes, billing, and settings</p></td><td colspan="1" rowspan="1"><p data-id="66a89921-b2a0-4809-82d8-e0c59140feb4">Workspace owner or team lead</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="731f5b3e-511c-4709-a9b3-c7d8e33aebae"><strong>Member (Billing Enabled)</strong></p></td><td colspan="1" rowspan="1"><p data-id="2e68dac1-15b3-4634-9c57-8314f51b7a54">Can manage payments and subscriptions</p></td><td colspan="1" rowspan="1"><p data-id="a37c34dd-90a1-4e62-a27a-263389d04798">Finance or operations role</p></td></tr><tr><td colspan="1" rowspan="1"><p data-id="bc95dc9f-bb82-4515-8402-dcffea8baa54"><strong>Member (No Billing)</strong></p></td><td colspan="1" rowspan="1"><p data-id="1499f774-6269-4e8a-9fae-55aca236bd5f">Limited to workspace actions only</p></td><td colspan="1" rowspan="1"><p data-id="c68a167a-2a93-439f-b333-0563cd3c960e">Support, onboarding, or technical staff</p></td></tr></tbody></table>

* * *

### 4⃣ **Managing Existing Workspaces**

You can edit or switch between workspaces at any time:

-   From the **Manage Workspaces** screen, click the three dots (⋮) on any workspace.
    
-   Options include: **Rename**, **View Members**, or **Switch Workspace.**
    

* * *

### ✅ **Summary**

By now, you can:

-   Create and organize multiple workspaces
    
-   Update your account profile and company details
    
-   Invite teammates with customized access levels
    

> 🎯 _Your workspace setup ensures each team member has the right visibility — from domain operations to billing management — all within a single, secure environment._

## Related

- [Introducing InboxKit - Deliverability, Simplified!](https://help.inboxkit.com/en/articles/1-introducing-inboxkit-deliverability-simplified.md)
- [Getting Started with Your InboxKit Account!](https://help.inboxkit.com/en/articles/7-getting-started-with-your-inboxkit-account.md)
- [InboxKit Affiliates — Earn by Referring New Users](https://help.inboxkit.com/en/articles/9-inboxkit-affiliates-%E2%80%94-earn-by-referring-new-users.md)
- [Benefits of Automatic DNS Configuration by InboxKit](https://help.inboxkit.com/en/articles/10-benefits-of-automatic-dns-configuration-by-inboxkit.md)
- [Cold Emailing Best Practices: A Comprehensive Guide](https://help.inboxkit.com/en/articles/11-cold-emailing-best-practices-a-comprehensive-guide.md)