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Creating & Managing Workspaces

Workspaces in AdStellar AI make it easy to organize campaigns, templates, media, and analytics across different clients, brands, or projects. Each workspace is its own environment, helping you keep everything clean, separated, and focused.

Updated this week

Workspaces are unlimited on all plans — you can create as many as you need at no additional cost.


What is a Workspace?

A workspace is an organizational container inside your AdStellar AI team. Think of it like a dedicated folder for a specific client or initiative. All content inside a workspace stays isolated, including:

  • Campaigns

  • Templates

  • Media/creatives

  • Performance data

  • AI insights

Common Use Cases

  • Agencies: Create a workspace for each client

  • Brands: Separate product lines, initiatives, or markets

  • Freelancers: Organize client engagements cleanly

  • Teams: Keep experiments, tests, and evergreen campaigns separated



Accessing Workspaces

Workspace Switcher (Sidebar)

Your active workspace is always shown at the top of the left sidebar.

To switch:

  1. Click the workspace name

  2. A dropdown appears listing all workspaces

  3. Click any workspace to activate it

  4. The app reloads with data for that workspace

The dropdown also includes quick links for:

  • Manage Workspaces


Creating a Workspace

  1. Click your workspace name in the sidebar app menu

    1. This is where you will easily switch workspaces in the app

  2. Select Manage Workspaces

  3. Click Create Workspace (top right)

  4. Fill in the details:

    • Icon (optional)

    • Workspace Name (required)

    • Description (optional)

  5. Click Create Workspace

You’ll be automatically switched into the new workspace.



Managing Workspaces

All workspace management occurs in Manage Workspaces available in the app menu.

Available Actions

Action

Description

Switch

Make a workspace active

Edit

Change name, description, or icon

Delete

Soft-delete workspace (recoverable for 30 days)

View Members

Expand to see workspace members

Add Members

Add team members or invite new users

Note: The default workspace cannot be deleted.


Workspace Members

Each workspace can have its own member list and permissions.

Roles & Permissions

Role

Permissions

Admin

Full control of workspace settings and content

Member

Can create and manage campaigns, templates, and media

Adding Members

  1. Navigate to the workspace by clicking Manage Workspaces in the app menu

  2. Expand the workspace’s member list

  3. Click Add Member

  4. Choose an existing team member or invite a new one

Removing Members

  1. Expand the member list

  2. Click the X next to their name

  3. Confirm removal

If it’s their only workspace, you can optionally remove them from the entire team.

Team Admin Access

Team Owners and Team Admins automatically have access to every workspace.


Data Isolation

Workspaces keep everything neatly separated:

Data Type

Workspace-Isolated?

Campaigns

✔ Yes

Templates

✔ Yes (unless shared at team level)

Media / Creatives

✔ Yes

Analytics

✔ Yes

AI Insights

✔ Yes

Shared across the team:

  • Team-level templates

  • Connected Meta ad accounts


Default Workspace

Every new team on AdStellar AI is created with a Default Workspace, which:

  • Cannot be deleted

  • Acts as a fallback for users

  • Can be renamed or updated


Workspace Permissions

Action

Team Owner

Team Admin

Workspace Admin

Workspace Member

Create workspaces

Delete workspaces

Edit settings

Add/remove members

Create campaigns

View analytics

Access all workspaces


FAQs

Are workspaces limited by plan?

No — all plans include unlimited workspaces.

Can I move campaigns or templates to another workspace?

Not yet. Campaigns, media, and templates must be recreated in the target workspace.

What happens when a workspace is deleted?

It becomes soft-deleted and can be restored by support for up to 30 days.

Can one user belong to multiple workspaces?

Yes. Members can be added to as many workspaces as needed.

Who can see all workspaces?

Team Owners and Team Admins see every workspace. Other members only see the ones they’re added to.


Need Help?

If you have questions about workspaces or team organization, our support team is here to help. Please contact us by clicking the icon in the bottom right of your screen.

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