Your workspace

A workspace keeps a business's customer data, brand, campaigns, journeys and team together. For an agency managing two clients, separate workspaces keep their contacts, credentials and bills apart. Use segments within one workspace when you only need different audiences for the same business.

Almost everything on this page lives under Settings, which you open from the workspace menu at the top of the app (the one showing your workspace name). Admins also get Members and Billing shortcuts in that same menu.

Name it and set its address

Open Settings, then General. You can set three things: the workspace logo, the name, and the slug.

The slug is the part of the address bar that identifies your workspace, so changing it changes every link into this workspace. It has to be unique across all of maxclicks, and the name has to be unique among the workspaces you belong to. Either field tells you it is not available before you can save.

General is admin-only, along with Brand, Members, maxinja, Plans, Billing, and Forms Protection. Domains, Sender Profiles, Schemas, Events, Topics, and Developers are open to every member.

Name and Slug save automatically after you stop typing. Wait for validation and the save to finish before sharing the new address. Changing the display name does not move customer data or change the workspace's billing identity.

The workspace's data region is selected during setup and cannot be changed here. Create a separate workspace when you need a different region; switching workspaces does not transfer its records or campaigns.

Get it ready to send

A brand new workspace cannot send email yet. Two things have to happen first, and both are worth doing on day one:

1. Verify a sending domain

   Under Settings, then Domains, add the domain you send from and follow the DNS steps. Sending stays off until one is verified, and the app nags you about it: No Sending Domain while you have none, Unverified Domain while one is waiting on DNS. See deliverability for the full walkthrough.

2. Pick your defaults

   maxclicks pre-selects a default wherever a choice is needed, so you are not choosing a domain and a sender for every email. Open the row menu on Domains, Sender Profiles, or Schemas and choose Set as default.

Your first contact schema becomes the default automatically, and a workspace always keeps at least one. Delete the default while you have others and maxclicks promotes one of them in its place. Try to delete the only one you have and maxclicks refuses: "Cannot delete the last contact schema".

Invite the people you work with

Settings, then Members, then Invite team members. Everyone you add holds one of three roles (Admin, Member, or Non-paid Admin), and a workspace always keeps at least one person with administrative permission. Roles determine editing and administrative permissions. Collaborators and maxinja access have no per-seat charge; permission requirements still apply. See members for access and membership changes.

What your plan covers

A workspace with an active subscription is Premium. Settings → Plans shows the monthly offer; new annual subscriptions are unavailable. Billing explains included capacity, recipient sends and separately paid AI work.

Understand what a default changes

Defaults reduce setup for the next item you create; they are not a promise to rewrite every existing message. Review the sender and brand on live templates, scheduled broadcasts and published workflow versions before changing workspace settings. Campaign revisions and published workflow email templates preserve the configuration used by that work.

Use the workspace for one coherent customer model and operating team. Separate spaces have separate credentials, domains, data and balances; selecting another workspace does not move a contact or campaign there.

Changing the default domain also selects the first sender belonging to that domain, or clears the default sender when it has none. Set the intended sender after changing the domain. A default sender must belong to the current default domain; a default contact schema must be a contact schema in this workspace.

Changing field definitions and their dependent campaigns is a different operation. Use a setup change when the attribute editor requires Review; changing a workspace default does not convert record values or repair dependent definitions.

For example, an agency switching a client's default from mail.example.com to updates.example.com should check the new sender profile before creating its next campaign. An already prepared campaign keeps its captured sender configuration.

Watch for notices

maxclicks raises anything that needs your attention in an Inbox panel, opened from the icon in the top bar. You can filter it by Critical, Action, or Updates.

What actually turns up there:

• Low Credits and Credits Depleted, as available usage runs low. New work may be refused; broadcasts and workflows can wait for credits.
• Email Limit Reached on Free, and Monthly Email Limit Exceeded once a Premium workspace passes its current paid sending allowance.
• No Sending Domain and Unverified Domain, each linking straight to the page that fixes it.
• Deliverability warnings raised against your sending reputation: DKIM Setup Needed, SPF Setup Needed, DMARC Setup Needed, BIMI Setup Needed, Bounce Rate Warning, Complaint Rate Warning, and Sending IP Warming. These are the ones worth acting on quickly, because they compound: see deliverability.

Issue an API key

Settings, then Developers, then the API keys tab. A key works in this one workspace, carries its owner's access, and is shown to you exactly once. Members covers who can issue a key and what to do when one leaks, and authentication covers using it against the API.

Working in more than one workspace

Your account can belong to several workspaces. The menu at the top of the app lists the ones you are a member of, switches between them, and offers New workspace. Nothing is shared between workspaces: contacts, schemas, domains, credits, and billing are all separate.

Deleting a workspace

Settings, then General, at the bottom. maxclicks asks you to confirm with Permanently delete workspace.

Deletion is background work. Deletion queued means the request was accepted; it does not mean every record and external resource has already been removed. Deletion is waiting means unresolved work needs reconciliation. The workspace remains closed while this cleanup runs. Keep the reported operation details if you need support, and do not treat a delayed cleanup as permission to recreate the original work.