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

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A workspace in Zapmail is where everything comes together—your domains, mailboxes, subscriptions, and team members.

You can create multiple workspaces to keep things organized, whether you’re managing different clients, teams, or projects.


1️⃣ Creating a New Workspace

To create a workspace:

  • Click the Workspace Selector in the left sidebar and Select + Create Workspace..

  • Enter a workspace name (e.g., Outbound Team, Client A, Sales Ops).

  • Add contact information.If you need to add the same contact information, there’s no need to click on “Add New Contact” again.

  • Review the details and click Create Workspace.

Your new workspace will be created and ready to use.

💡 Tip: Each workspace maintains its own domains, mailboxes, users, and subscriptions.


2️⃣ Managing Your Workspace (Edit, Switch, or Delete)

All workspace actions are available from the same menu, making management quick and simple.

To manage a workspace:

  • Go to Settings → Workspace.

  • Click the three-dot menu (⋮) next to the workspace you want to manage.

  • Choose one of the following options:

    • Edit Workspace – Update the workspace name or details.

    • Switch Workspace – Move to another workspace instantly.

    • Delete Workspace – Remove the workspace once it’s fully cleared.

Before Deleting a Workspace

⚠️ A workspace can only be deleted if:

  • All mailboxes are removed

  • All domains are disconnected

  • The active subscription is canceled

Once these steps are completed, the workspace can be deleted safely.


3️⃣ Managing Team Members

You can invite teammates to your workspace and control what they can access—all from the Workspace settings.

⚠️ Only the Workspace Owner can manage team members.


Add a Team Member

Invite someone when you want them to collaborate in your workspace.

How to invite:

  • Open Settings → Workspace.

  • Select Invite User from the workspace menu.

  • Enter the user’s email address.

  • Choose a role:

    • Viewer – View-only access

    • Editor – Manage mailboxes and domains

    • Admin – Full access, including billing

  • Click Send Invitation.

The user will receive an email invite instantly.


What Happens Next?

  • New users are guided through account setup.

  • Existing Zapmail users can log in directly after accepting the invite.

  • Access becomes active as soon as the invitation is accepted.


Change or Remove Access

Need to update permissions or remove someone? You can do this anytime.

To manage users:

  1. Go to Settings → Workspace → Manage Users.

  2. From here, you can:

    • Update a user’s role

    • Revoke access to remove them from the workspace

Changes apply immediately.


Leave a Workspace

If you no longer need access to a workspace:

  1. Open Settings → Workspace.

  2. Select Leave Workspace from the menu.

  3. Confirm to exit.

You’ll be removed immediately.


You’re All Set 🎉

You now know how to:

  • Create and manage workspaces

  • Switch between them easily

  • Invite teammates and manage permissions

Keeping your workspaces organized helps everything run smoothly as you scale your outreach.

If you need help at any point, we’re here for you.

📩 Contact Support: [email protected]

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