Workspace Setup

A workspace is the foundation of everything you do in Stormy. It is where your team collaborates, your creator lists live, your outreach sequences run, and your campaign data is tracked. This guide walks you through creating a workspace, configuring it for your brand, and inviting your team.

Creating a Workspace

When you first sign up for Stormy, you are prompted to create your initial workspace. You can also create additional workspaces at any time from the workspace switcher in the sidebar.

First-Time Setup

1. After signing up, you will land on the workspace creation screen
2. Enter your Workspace Name — this is typically your brand name, company name, or agency name
3. Optionally upload a Workspace Logo (recommended for team environments so members can quickly identify which workspace they are in)
4. Click Create Workspace

Creating Additional Workspaces

If you manage multiple brands or clients, each one should have its own workspace. To create another:

1. Click your workspace name in the top-left corner of the sidebar
2. Click Create New Workspace at the bottom of the dropdown
3. Follow the same setup flow as above

Understanding product_context_id

Every workspace in Stormy is identified by an internal ID called product_context_id. This ID:

• Ties all resources (lists, creators, sequences, emails, payments) to a specific workspace
• Is used in API calls if you are building custom integrations
• Appears in webhook payloads and export files
• Enforces data isolation — the backend checks this ID on every request to ensure users can only access data in workspaces they belong to

You can find your workspace's product_context_id in Settings > General > Workspace ID.

---

Workspace Settings

After creating your workspace, configure it to match your brand and operational needs. Navigate to Settings from the sidebar to access all configuration options.

General Settings

The General tab contains your core workspace configuration:

Setting	Description
Workspace Name	Display name shown in the sidebar and to team members
Workspace Logo	Square image used in the workspace switcher and team views
Workspace URL	Your unique Stormy URL slug (e.g., stormy.ai/app/your-brand)
Timezone	Default timezone for scheduling sequences and reporting. All team members see data in this timezone.
Default Currency	Currency used for CPM calculations, budgets, and CreatorPay invoices

Brand Profile

The Brand Profile section defines how your brand appears to creators and in AI-generated outreach:

1. Brand Name — The name the AI agent uses when introducing itself in emails (e.g., "Hi, I'm reaching out on behalf of Acme Co...")
2. Brand Description — A short paragraph about your brand that the AI agent uses for context when writing outreach emails and negotiating with creators
3. Website URL — Your brand's website, included in outreach emails and creator briefs
4. Industry/Niche — Helps Stormy suggest relevant creators and tailor AI messaging
5. Brand Guidelines — Upload a PDF or paste text with your brand voice, messaging dos/don'ts, and visual guidelines. The AI agent references these when drafting communications.

Notification Preferences

Control how and when Stormy notifies your team:

• Email Notifications — Get notified when creators reply, when sequences complete, or when action items need attention
• In-App Notifications — Badge counts and notification bell alerts within the Stormy app
• Daily Digest — A summary email sent each morning with key metrics: new replies, pending action items, sequence progress
• Escalation Alerts — Immediate notifications when the AI agent encounters a situation it cannot handle (e.g., a creator asks about something outside your configured playbook)

---

Team Management

Stormy is built for teams. You can invite colleagues, assign roles, and control who has access to what.

Inviting Team Members

1. Go to Settings > Team
2. Click Invite Member
3. Enter their email address
4. Select a role (see roles below)
5. Click Send Invite

The invited person receives an email with a link to join your workspace. If they do not have a Stormy account yet, they will be prompted to create one first.

Roles and Permissions

Stormy has three roles, each with increasing levels of access:

Owner

• Full access to everything in the workspace
• Can delete the workspace
• Can manage billing and subscriptions
• Can invite and remove any team member, including admins
• Can transfer ownership to another member
• There is exactly one owner per workspace

Admin

• Full access to all features (discovery, lists, sequences, inbox, payments, tracking)
• Can invite and remove members (but not other admins or the owner)
• Can configure workspace settings and brand profile
• Can manage integrations (connect/disconnect Gmail, Shopify, etc.)
• Cannot delete the workspace or manage billing

Member

• Can use creator discovery and add creators to lists
• Can create and manage their own sequences
• Can view and respond to inbox conversations assigned to them
• Can view campaign dashboards and reports
• Cannot modify workspace settings or integrations
• Cannot invite or remove other team members
• Cannot access billing information

Permission	Owner	Admin	Member
Creator Discovery	Yes	Yes	Yes
Create/Edit Lists	Yes	Yes	Yes
Create/Launch Sequences	Yes	Yes	Yes
View All Inbox Conversations	Yes	Yes	Assigned only
Configure AI Agent	Yes	Yes	No
Manage Integrations	Yes	Yes	No
Workspace Settings	Yes	Yes	No
Invite/Remove Members	Yes	Yes (members only)	No
Billing & Subscriptions	Yes	No	No
Delete Workspace	Yes	No	No

Changing Roles

To change a team member's role:

1. Go to Settings > Team
2. Click the three-dot menu next to the member's name
3. Select Change Role
4. Choose the new role and confirm

Role changes take effect immediately. If you downgrade an Admin to Member, they will lose access to settings, integrations, and unassigned inbox conversations on their next page load.

Removing Team Members

1. Go to Settings > Team
2. Click the three-dot menu next to the member's name
3. Select Remove from Workspace
4. Confirm the removal

Transferring Ownership

If you need to transfer workspace ownership (e.g., you are leaving the company):

1. Go to Settings > Team
2. Click the three-dot menu next to the person you want to make the new owner
3. Select Transfer Ownership
4. Confirm by typing the workspace name
5. You will be downgraded to Admin automatically

---

Workspace Data and Access Control

Stormy enforces strict data isolation between workspaces using the product_context_id system. Here is what that means in practice:

Data Isolation

• Every database query is scoped to the workspace's product_context_id
• API tokens are workspace-specific — a token for Workspace A cannot access Workspace B
• File uploads (brand assets, creator briefs) are stored in workspace-specific storage buckets
• Even Stormy support staff cannot cross-access workspace data without explicit authorization

Row-Level Security

Stormy uses Supabase row-level security (RLS) policies to enforce access control at the database level. This means:

• Even if there were a bug in the application code, the database itself would reject unauthorized access
• Every row in every table has a product_context_id column
• RLS policies check both the workspace ID and the user's membership before allowing reads or writes

Audit Logging

All significant actions in a workspace are logged:

• Team member invitations and removals
• Role changes
• Integration connections and disconnections
• Sequence launches and pauses
• AI agent configuration changes
• Payment and invoice events

You can view the audit log in Settings > Activity Log.

---

Best Practices

For Solo Users

• You only need one workspace unless you are managing multiple brands
• Take the time to fill out your Brand Profile thoroughly — it directly improves AI-generated outreach quality
• Set your timezone correctly; it affects when scheduled emails are sent

For Teams

• Use the Member role for team members who only need to run campaigns, and Admin for people who manage settings
• Establish naming conventions for lists and sequences early (e.g., [Campaign] - [Platform] - [Date]) so things stay organized as volume grows
• Enable Daily Digest emails for all team members so everyone stays aligned on campaign progress
• Designate one person to manage integrations and AI agent configuration to avoid conflicting changes

For Agencies

• Create one workspace per client to keep data completely separate
• Use consistent Brand Profile information across client workspaces so the AI agent has clear context
• Consider having the client as the Owner and your agency team as Admins — this makes handoffs cleaner if the engagement ends
• Document your workspace setup in the Brand Guidelines field so any team member can understand the configuration

---

Troubleshooting

I cannot see a workspace I was invited to

• Check your email (including spam) for the invitation link
• Make sure you are logged into Stormy with the same email address the invitation was sent to
• Ask the workspace owner to resend the invitation — it may have expired

I accidentally removed a team member

• Re-invite them using the same email address. Their previous data (lists, sequences, etc.) is still in the workspace and will be accessible to them again after they rejoin.

I need to change the workspace owner but the current owner is unavailable

• Contact support@stormy.ai with proof of organization authority (e.g., company email from a manager or HR). Stormy support can assist with ownership transfers in exceptional circumstances.

My workspace timezone seems wrong

• Timezone changes apply to future scheduled events only. Already-scheduled sequence emails will send at the time they were originally set. Update the timezone in Settings > General and re-check any active sequences.