Workspaces

A workspace is the fundamental organizational unit in Stormy. It is the boundary around all of your data — every creator, list, sequence, inbox conversation, integration, and payment lives inside a workspace. Nothing leaks between workspaces, making them ideal for separating brands, clients, or business units.

What is a workspace?

Think of a workspace as a completely independent instance of Stormy. When you create a workspace, you get:

• A private set of creator lists and CRM data
• Separate email sequences and outreach history
• An isolated AI inbox with its own conversation threads
• Independent integrations (Gmail, Shopify, etc.)
• Its own subscription, billing, and credit balance
• A dedicated team with role-based access control

Under the hood, every workspace is identified by a product_context_id. This is the internal identifier that scopes all your data. When you interact with the API or see database references, this is the ID that ties everything together.

When to create a new workspace

Here are common scenarios where creating a separate workspace makes sense:

You manage multiple brands. If you run influencer marketing for Brand A and Brand B, each brand should have its own workspace. Creator lists, outreach history, and payment records stay separate, which keeps reporting clean.

You are an agency. Create one workspace per client. Each client gets their own subscription and billing, so you can pass costs through cleanly. You (the agency) can be a member of all client workspaces and switch between them from the sidebar.

You want to separate departments. If your company has different teams running influencer campaigns (e.g., product marketing vs. brand marketing), separate workspaces ensure each team has its own data and budget.

You are testing. Create a sandbox workspace to experiment with sequences, AI agent settings, or integrations without affecting your production campaigns.

Creating a workspace

1. Click the workspace switcher in the top-left corner of the sidebar
2. Click Create Workspace
3. Enter a workspace name (usually your brand or client name)
4. Optionally upload a workspace logo
5. Click Create

Your new workspace starts empty — no lists, no sequences, no integrations. You will need to set up integrations (Gmail, Shopify, etc.) and invite team members separately for each workspace.

Switching between workspaces

Click the workspace switcher in the top-left corner of the sidebar to see all workspaces you belong to. Click any workspace to switch to it instantly.

When you switch workspaces:

• The sidebar, lists, inbox, and all data updates to reflect the selected workspace
• Your role may change (you could be an Owner in one workspace and a Member in another)
• Credit balance and subscription status reflect the selected workspace's plan

The workspace switcher shows your most recently used workspaces at the top for quick access.

Workspace settings

Access workspace settings by navigating to Settings > Workspace (or clicking the gear icon next to the workspace name).

General settings

• Workspace name — rename your workspace at any time
• Workspace logo — upload or change the logo displayed in the sidebar and team invitations
• Timezone — set the default timezone for scheduling sequences and reporting

Integrations

Each workspace has its own set of integrations. When you connect Gmail, Shopify, or any other service, that connection is scoped to the current workspace.

This means:

• You can connect different Gmail accounts for different workspaces
• Shopify stores are linked per workspace
• Disconnecting an integration in one workspace does not affect others

See Integrations for setup guides.

Danger zone

At the bottom of workspace settings, you will find:

• Transfer ownership — transfer the workspace to another team member
• Delete workspace — permanently delete the workspace and all its data

Data isolation

Workspace data isolation is one of Stormy's core architectural principles. Here is what it means in practice:

Data type	Isolated per workspace?
Creator lists and CRM	Yes
Email sequences	Yes
Inbox conversations	Yes
AI agent configuration	Yes
Integrations (Gmail, Shopify)	Yes
CreatorPay invoices and payments	Yes
Post tracking data	Yes
Subscription and billing	Yes
Credit balance	Yes
Team members and roles	Yes
User profile (name, email, avatar)	No — shared across all workspaces

Your personal user profile (name, email, and avatar) is the only thing shared across workspaces. Everything else is completely separated.

Agency setup guide

If you are an agency managing multiple clients, here is the recommended workspace structure:

Step 1: Create one workspace per client

Each client gets their own workspace with a dedicated subscription. This ensures:

• Client data is never mixed
• Billing is separated per client
• Integrations connect to the client's own accounts (their Gmail, their Shopify store)

Step 2: Invite your team to each workspace

Add your agency team members to the relevant client workspaces. Common patterns:

• Account managers — Admin role in their assigned client workspaces
• Campaign coordinators — Member role for day-to-day list and sequence management
• Leadership — Viewer role across all workspaces for oversight

Step 3: Connect client-specific integrations

In each workspace, connect the integrations relevant to that client:

• The client's Gmail account (or a dedicated outreach account)
• The client's Shopify store (if applicable)
• Any other client-specific tools

Step 4: Use the workspace switcher to navigate

Your team can switch between client workspaces instantly using the sidebar switcher. The most recently used workspaces appear at the top, so the clients you are actively working on are always a click away.

Workspace limits

Workspace limits depend on your subscription plan:

Plan	Workspaces you can own	Workspaces you can be a member of
Starter	1	Unlimited
Growth	3	Unlimited
Business	10	Unlimited
Enterprise	Unlimited	Unlimited

What to read next

• Team & Billing Overview — manage team members and billing
• Subscriptions — choose the right plan for your workspaces
• Credits — understand how credits are allocated per workspace