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 1. PhantomBuster
 2. Subscription and Billing
 3. I. Account and Subscription Management


HOW TO SET UP A SHARED WORKSPACE

October 17, 2024 23:44

This guide will walk you through setting up a shared workspace, step-by-step.


WHAT IS A SHARED WORKSPACE?

> 💡 Each workspace acts as an independent account.

A shared workspace is a space where you and your team can collaborate on the
same projects and manage tasks more efficiently. It's where you can centralizes
all automations, making it easier to stay organized and work together within a
team.

> ⚠️ You need to purchase separate subscriptions for your personal and shared
> workspaces. Team members can only be added to the shared workspace.

 


HOW TO CREATE A SHARED WORKSPACE

Here's a step-by-step guide on creating a shared workspace:

1. Log in to your PhantomBuster account.
2. Navigate to the User Settings by hovering over your name in the top right
corner of your workspace and click on User settings.



3. Locate the Advanced Settings and click on Create new Workspace.



4. Choose your Workspace name and enter it in the Display name box. Then choose
a Slug. Click Create Workspace when you're done.

> ⚠️ Keep in mind that you can’t change your workspace slug once you created it.
> However you will still able to change your Workspace name from your Shared
> Workspace Settings page.



 


HOW TO ADD MEMBERS TO A SHARED WORKSPACE

> ⚠️ Team members need to have a PhantomBuster account before you can add them
> to a shared workspace. Ask them to sign up on this page. Don’t forget to ask
> them to validate their email address once they've signed up.

Here's how to add team members to a shared workspace:

1. Log into your shared workspace by hovering over your name in the top right
corner of your workspace and clicking on the shared workspace's name you wish to
add new members to.

2. Select your shared workspace name in the top right corner of your account and
click on Shared workspace settings.

3. In the Shared workspace settings, locate the Workspace members section.

4. Enter the email address of the team member you want to add in the Invite new
user field and click Add user.



 


HOW TO REMOVE MEMBERS FROM A SHARED WORKSPACE

1. Log into your shared workspace by hovering over your name in the top right
corner of your Workspace and clicking on shared workspace's name.

2. Select your shared workspace name in the top right corner of your account and
click on Shared workspace settings.

3. In the Shared workspace settings, locate the Workspace members section.

4. Select the bin icon next to the team member’s name to remove it from the
Shared Workspace.



5. Select Ok in the pop-up window to confirm the deletion.



 


RELATED GUIDES

Plan Features and Choosing the Right Plan

Not Receiving Validation Email to Verify Account 

User settings vs Workspace settings 

 

You can contact Support at any time for additional details on your PhantomBuster
workspace.



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ARTICLES IN THIS SECTION

 * PhantomBuster Refund Policy
 * How to Choose The Right PhantomBuster Plan
 * User settings vs Workspace settings
 * Not Receiving Validation Email to Verify Account
 * How To Set Up a Shared Workspace
 * Manage your PhantomBuster Emails
 * Deleting Your PhantomBuster Account


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