[Leadpages] Organizations & Teams — Collaborating with Team Members

Leadpages uses organizations and workspaces to keep your work organized and let you collaborate with your team.

Organizations vs. workspaces

An organization is your account’s top level. It holds your plan and billing, plus the limits everyone in it shares: team seats, custom domains, storage, and AI credits.

A workspace lives inside an organization. Each workspace has its own pages, sites, members, and settings. Every organization starts with one main workspace, and some plans let you add more. 

An easy way to think about it: if you’re an agency, your organization is your agency, and each workspace is a client. If you’re a business, your workspaces might be separate brands, teams, or projects.

Switching between workspaces

1. Click the workspace name at the top-left of your dashboard.
2. Pick the workspace you want to work in.

The menu has two sections:

• My Workspaces: Organizations you own, with their workspaces listed underneath.
• Shared with Me: Organizations other people have invited you to, along with your role in each one.

Click Manage at the bottom of the menu to go to the Organizations page.

The Organizations page

To get here, click Manage in the workspace menu, or go to Account Settings → Organizations.

This page shows:

• Your organization’s usage: Seats, custom domains, storage, and AI credits used against your plan’s limits.
• Your workspaces: Each workspace with its plan, number of members, and number of pages.
• Other organizations you belong to: Each one with its plan, members, pages, and your role.

Add a workspace

1. Go to the Organizations page.
2. Click Add workspace on your organization.
3. Enter a name for the workspace.
4. Click Add workspace.

A new workspace:

• Is billed through your organization, so it doesn’t need its own payment method or billing email.
• Uses your organization’s plan and limits.
• Is owned by your organization’s owner. If you’re not the owner, you’ll be added to it as an admin.
• Shows up under your organization on the Organizations page.

If your organization’s plan doesn’t include extra workspaces, you’ll see Upgrade to add workspaces instead.

Create a new organization

1. Go to the Organizations page.
2. Click New organization.
3. Under Where should this live?, choose one:
   • Add to [your organization]: Creates a workspace inside your current organization, billed and managed with your other workspaces.
   • Separate organization: Creates a brand-new organization with its own plan, billing, and members.
4. Enter a name and confirm.

Not sure which to pick? If it’s for a client or brand you manage under your current plan, add a workspace. If it needs its own billing (for example, a client paying for their own plan), create a separate organization.

Workspace settings

To open a workspace’s settings:

1. Switch to that workspace.
2. Go to Account Settings → Settings.

From here you can:

• Rename the workspace: Change the name and click Save changes.
• See your URL slug: This is the Leadpages address the workspace’s pages publish to when you aren’t using a custom domain.
• Manage members: Click Manage members to go to the Members page.

Delete a workspace

Scroll to Danger zone and click Delete Workspace. This permanently deletes the workspace and all of its pages, sites, and members. It can’t be undone.

Team members

Members are added to a specific workspace. Each workspace has its own Members page, so you can give someone access to one client’s workspace without giving them access to the rest.

To open the Members page, switch to the workspace and go to Account Settings → Members.

Seats

Every person in a workspace, and every pending invite, takes up one seat. Seats are shared across all the workspaces in your organization, and the Members page shows how many are used and available.

Click Add seats to buy more. In a workspace other than your main one, you’ll see a note that seats are managed on your main account.

Team seats included by plan: 

• Grow: 1 seat
• Optimize: 3 seats
• Scale: 10 seats

Invite someone by email

1. Enter their email address.
2. Choose a role.
3. Click Invite.

They’ll get an email invitation to join the workspace.

Invite people with a link

1. Choose a role.
2. Click Create Invite Link.
3. Copy the link and share it.

Anyone with the link can join with the role you picked, up to the link’s use limit. Share it carefully. 

Pending invites

Invites that haven’t been accepted show under Pending members. Each one shows its role, when it expires, and how many times it’s been used. Pending invites hold a seat until they’re accepted or deleted.

• Click the copy icon to copy an invite link again.
• Click the trash icon to cancel an invite and free up the seat.

Roles

Change someone’s role or remove them

1. On the Members page, click the ⋯ next to the person.
2. Choose Make Admin, Make Viewer (read-only), Transfer Ownership, or Remove.

Audit logs

Available on the Scale plan.

Audit logs show who did what in your workspace, so you can keep track of changes when several people are working together. Each entry shows:

• When it happened
• Who did it, with their email and role
• What they did, like publishing or deleting a page, or inviting or removing a member
• What it affected, like a page name or a member

Logs cover membership, content, and billing changes from the last 30 days.

To view audit logs:

1. Switch to the workspace you want to check.
2. In the sidebar, under Manage, click Audit Logs.

Filter the log: Use the filters at the top to narrow it down by action, target type (like a page or a member), a person’s user ID, or a date range. Click Apply to filter, or Reset to clear the filters.

Export the log: Click Export CSV to download it as a spreadsheet.

Moving a page to another workspace

1. Go to your pages list.
2. Click the ⋯ button on the page.
3. Hover over Move to Org.
4. Choose the workspace you want to move it to.

The list includes every workspace you have access to, including ones shared with you. 

Frequently asked questions

What’s the difference between an organization and a workspace?

An organization is your account and plan. A workspace lives inside it and holds the pages, sites, and members for one client, brand, or project. All the workspaces in an organization share its billing and limits.

Should I add a workspace or create a new organization?

Add a workspace if it’s something you manage under your current plan, like a client or brand. Create a separate organization if it needs its own billing, for example a client who pays for their own plan.

Do team members take up a seat in every workspace they join?

Seats are shared across your organization’s workspaces. Confirm whether one person in two workspaces uses one seat or two. 

Do pending invites use a seat?

Yes. Each pending invite holds a seat until it’s accepted or deleted. If you’re out of seats, delete any old invites under Pending members.

Can someone have different roles in different workspaces?

Yes. Roles are set on each workspace’s Members page, so someone can be an Admin in one workspace and a Viewer in another. 

How do I give someone access to only one client’s workspace?

Switch to that workspace and invite them from its Members page. They’ll only see the workspaces they’ve been invited to.

How do I transfer ownership of a workspace?

On the Members page, click the ⋯ next to the person and choose Transfer Ownership. The previous owner will move to the Admin role.

Why can’t I see Billing, Members, or Audit Logs?

Your role controls what you can see. Only Owners and Admins can see audit logs, and only the Owner can manage billing. 

I was invited to someone else’s organization. Will I be charged?

No. Workspaces shared with you are billed to the organization that owns them. You’ll find them under Shared with Me in the workspace menu.

What happens if I delete a workspace?

The workspace and all of its pages, sites, and members are permanently deleted. This can’t be undone, so move any pages you want to keep first.

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Need more help?

You can always get in touch with our support team—just click Support in your Leadpages navigation menu, or submit a ticket ↗