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A workspace is the boundary around everything you build in Senderz. One person can belong to several workspaces, which is how an agency manages clients and how a merchant runs more than one brand from a single sign-in.

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What a workspace owns

Everything below belongs to one workspace and is never shared with another:

Audience

Contacts, lists, segments, tags, custom fields and the consent log.

Content and sending

Campaigns, automations, templates, brand kit, popups, coupons and media.

Sending identity

Verified domains, sender addresses, sender names and warmup progress.

Connections

Store integrations, API keys, webhooks and AI provider settings.

Money

The plan, the subscription and the SMS credit balance.

Record

The audit log of who did what inside that workspace.
Isolation is enforced in the database, not just in the interface. A query made while you are in one workspace cannot return another workspace’s rows, no matter which role you hold.

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Your workspace ID

Every workspace has a short public ID, separate from its display name. You will need it for the public API, for Make scenarios and for embedded form snippets. Find it in Settings → Workspace, under Workspace ID, with a copy button next to it. It also appears under the workspace name in the sidebar switcher. The ID is generated from your workspace name plus a short random suffix, and it is capped at 24 characters. It never changes once created.
The public API accepts either the workspace ID or the internal UUID in the X-Sender-Tenant header. Use the workspace ID. See API authentication.

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Membership and your active workspace

Membership and your active workspace are two different things.
  • Membership is the list of workspaces you belong to, each with its own role. It does not change when you move around the app.
  • Your active workspace is the one you are currently signed in to. It decides what every screen shows and what the API acts on. Only one is active at a time.

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How many workspaces you can join

By default you can belong to 5 workspaces. That covers memberships you created and memberships you accepted from an invite. The cap can be raised for your account. Senderz support can set a higher per-account limit, up to 100. Contact support if you genuinely need more than five, for example if you run an agency. The sidebar switcher tells you when you are at the cap. The Create workspace item is disabled and reads Workspace limit reached instead.
The cap applies when you accept an invitation too. If you are already at your limit, accepting a new invite is refused until you leave a workspace or your limit is raised.

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Creating and switching

1

Create a workspace

Open the workspace switcher at the top of the sidebar and choose Create workspace. Enter a name between 2 and 255 characters.You become its owner. Senderz then switches you into the new workspace and takes you to the onboarding checklist.
2

Set it up

A brand new workspace starts with no plan, so it goes through onboarding like a fresh signup. That includes choosing a paid plan before the dashboard opens. Your other workspaces are unaffected while you do this.
3

Switch between workspaces

Pick any workspace from the switcher, or open Manage workspaces and use Switch on the card you want.Your session is re-issued for the new workspace and the app reloads. Other tabs you have open follow you across.
Switching clears the locally cached data before loading the new workspace, so one workspace’s contacts or reports can never appear inside another.
Manage workspaces opens the Workspaces page, which lists every workspace you belong to with its role, plan and member count, plus the actions available on each one.

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Roles

Each membership carries exactly one role. A role decides whether you are allowed to perform an action. Database isolation independently decides which rows you can see.

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What each role can do

Every role can read every screen. The table below is about changes, not visibility.
Designer and editor currently have the same access. The Roles & Permissions screen shows a per-resource permission grid with view, create, edit and delete checkboxes for each role. Those checkboxes do not change what a role is allowed to do. Access is decided by the role itself, exactly as listed above. Treat the grid as a description that is out of date for designer, not as a control.
Owner and admin are the approvers in the campaign approval workflow and are never blocked by it. When the workflow is switched on, editors and designers see Submit for approval instead of Send. The workflow is available on paid plans and is switched on in Settings → Workflow & Approval. See Campaigns.

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Inviting people

Owners and admins invite from Settings → Roles & Permissions.
1

Send the invitation

Choose Invite member, enter the email address and pick a role. You can assign admin, editor, designer or viewer. Owner cannot be assigned by invitation.The invitation is emailed as a link and expires after 7 days.
2

They accept

What happens next depends on whether that email address already has a Senderz account. Both paths are covered below.
3

Manage pending invitations

Pending invitations are listed under the member list. Resend sends the email again. Revoke cancels it and breaks the existing link. Only pending invitations can be revoked.

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The two invite paths

The link asks them to sign in, then adds this workspace to their memberships with the role you chose. Their existing workspaces are untouched, and their active workspace does not change until they switch.This path is refused if they are already at their workspace limit, or if they are already a member of this workspace.
The link opens a short signup form. They set their name and a password of at least 8 characters. The account is created with the email already verified, they are signed straight in, and this workspace is their first membership.They do not choose their own role. It is the role you picked on the invitation.
An invitation is bound to the exact email address you typed. Signing in with a different address and clicking the link is refused. If you sent it to the wrong address, revoke the invitation and send a new one.

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Changing someone’s role

Owners and admins change roles from the member list in Settings → Roles & Permissions. Three changes are refused:
  • You cannot change the owner’s role. Use ownership transfer instead.
  • You cannot change your own role.
  • You cannot promote anyone to owner. Owner moves only through a transfer.
A role change takes effect the next time that person’s session refreshes, which is within about 15 minutes.

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Removing someone

Owners and admins remove members from the same screen. Removal takes away that person’s membership of this workspace only. It never deletes their Senderz account, and it never touches their other workspaces.
  • You cannot remove the workspace owner.
  • You cannot remove yourself. Leave the workspace instead.
If the workspace you removed them from was their active one, they are signed out of every device immediately and moved to another workspace they belong to, if they have one.

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Leaving a workspace

Open Manage workspaces from the switcher and use the action on the card. The card shows the correct action for your situation, so you will see Leave, Transfer & leave or Delete rather than a button that fails. Leaving is refused in three situations:
You cannot leave the workspace you are signed in to. Switch to another workspace first, then leave the old one from the Workspaces page.
There is nobody left to hand it to, so leaving would orphan the workspace. Close it instead. See the section below.
Transfer ownership to another member first, then leave. A workspace must always have an owner.
Leaving is not destructive. Nothing in the workspace is deleted, and someone can invite you back later.

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Transferring ownership

Only an owner can transfer ownership, and only to someone who is already a member of the workspace.
1

Open the transfer

On the Workspaces page, choose Transfer & leave on the workspace card. If you are the only owner and want to leave, this is the required first step.
2

Pick the new owner

Select any other member from the list. Their current role does not matter.
3

Confirm

They become the owner. You become an admin, so you keep full working access including billing, but you can no longer transfer ownership or close the workspace.
The transfer is recorded in the audit log with both people named.

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Closing a workspace

Closing is permanent and is deliberately hard to do by accident.
1

Be the only member

Only an owner can close a workspace, and only when everyone else has been removed. Remove or transfer the other members first.
2

Confirm the details

On the Workspaces page choose Delete. You must type the workspace name exactly, pick a reason, and you can add a note of up to 500 characters.Reasons offered: too expensive, switching to another tool, missing features, too complex, no longer needed, support experience, or other.
3

What happens next

The workspace is closed immediately and stops sending.

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What closing does to your data

Closing a workspace is not reversible from inside the app. Export anything you want to keep before you start.
If this was your last workspace, your Senderz account is closed with it. Your email address is released, so you can sign up again from scratch later. If you belong to other workspaces, you keep your account and are moved into one of them.
Closing the workspace is what removes the workspace. Cancelling your subscription in Settings → Plans & Billing only stops the billing. It leaves the workspace and its data in place.

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Operator access and read-only sessions

Senderz staff accounts, called operators, are separate from workspace roles. The two are independent, so the same person can be a workspace owner and a Senderz operator without either affecting the other. Operator tooling lives in its own console and does not appear inside your workspace. There is one case where an operator does enter your workspace: a read-only support session. When you raise a problem that needs looking at, an operator can open your workspace to see exactly what you see.
  • The session lasts 15 minutes.
  • A banner sits at the top of every screen for the whole session, reading Read-only session. Viewing as followed by the account being viewed, and Changes are disabled.
  • Every attempt to change anything is refused by the server, not just hidden in the interface. Nothing can be created, edited, sent or deleted.
  • Starting the session is written to the audit log.
Read-only support sessions cannot be started by anyone outside Senderz.

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Audit log

Settings → Audit Log records who did what in this workspace, and it is readable by every member. It covers sign-ins, contact and campaign changes, automation publishes, domain verification, approval decisions, workspace creation, switching and leaving, and the operator actions above. You can filter by user, action type and time range, open any entry for its full detail, and export the results as a CSV.

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Securing your account

These settings belong to you, not to a workspace, so they follow you into every workspace you belong to.

Two-factor authentication

In Settings → 2FA & Security. Three methods you can configure, plus an email fallback that is always available.

Passkeys

In Settings → Passkeys. Sign in with your fingerprint, face or screen lock instead of a password. Up to 20 per account.

Password

Change it in Settings → 2FA & Security. Changing your password signs out your other devices.

Active sessions

Also in Settings → 2FA & Security. See every signed-in device, revoke a single one, or sign out all other devices at once.

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Two-factor methods

You can configure any combination of three methods:
  • Authenticator app. Scan a QR code with any authenticator app and enter the 6 digit code.
  • Text message. A one-time code sent to your mobile number.
  • WhatsApp. A one-time code sent to your WhatsApp number.
On top of those, an email fallback is always available. Whenever two-factor is on, you can ask for a sign-in code by email as a backup. Two-factor stays on while at least one method is configured. Turning off a single method leaves the others in place.
When you are on the code entry screen you have 10 minutes to finish. After that the attempt expires and you sign in again from the start.
Passkeys are not available inside the Shopify embedded app. Use your password and two-factor there, or open Senderz in a normal browser tab.

Quickstart

Set up a new workspace end to end.

Core concepts

Contacts, consent, segments and the send pipeline.

Campaigns

Including the approval workflow that owners and admins run.

Integrations

Connect a store, and see what each connector brings in.