Switch and Manage Workspaces

3 min readLast updated: February 20, 2026Account & Settings

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Open the workspace dropdown

Click the workspace dropdown in the header (top navigation bar). It displays the name of your currently active workspace.

Select a workspace

In the dropdown, you will see a list of all workspaces you have access to. Click on the desired workspace to switch to it.

Work in the new workspace

After switching, you are in the selected workspace. All displayed data -- campaigns, customers, templates, payments -- now belongs to this workspace. The workspace ID is stored in your browser session so that you will automatically land in this workspace the next time you visit.

The workspace switch happens instantly. You do not need to save or confirm anything -- one click is all it takes, and you are in the new workspace.

When you switch workspaces, all displayed data changes, as each workspace is a completely independent environment:

Area	Behavior
Campaigns	You only see the campaigns of the active workspace
Templates	Templates from other workspaces are not available
Customers	Customer data belongs to the respective workspace
Integrations	Each workspace has its own integration connections
Sender Addresses	Sender addresses are workspace-specific
Payments	Invoices and payment methods apply per workspace

Data cannot be copied or moved between workspaces. If you need a template or customer list in another workspace, you must create or import it there anew.

Typical use cases for multiple workspaces:

Multiple companies: You run different businesses and want to manage their letter campaigns separately

Client management: You manage letter delivery for different clients and need separate billing

Test and production: You want to test campaigns without affecting your production data

Departments: Different departments in your organization use AutoLetter independently

The owner of a workspace has full control over all settings and data. As owner, you can:

Adjust all workspace settings

Manage payment methods and billing addresses

Connect and configure integrations

View and edit all campaigns and customer data

AutoLetter supports collaboration within a workspace. Team members can access certain areas depending on their role:

Admin: Full access to all features including the admin area

User: Standard access to essential features like campaigns, templates, and customers

If you frequently switch between workspaces, make sure to save any ongoing edits before switching. Unsaved changes in forms will be lost when switching workspaces.