Workspaces & projects

MixerLead organizes everything into workspaces and projects. Getting this structure right keeps context clean and your team aligned.

Workspaces

A workspace is your team’s tenant — it owns members, billing, knowledge, files, and all content. Data is fully isolated between workspaces.

• You get a workspace automatically when you sign up.
• A workspace has a plan and a credit balance.
• You can belong to more than one workspace and switch between them.

Switch or create a workspace

Use the workspace control in the app to switch between workspaces you belong to, or create a new one for a separate team or organization.

Note

Billing, members, and limits are all per workspace. Choose the right workspace before starting work so it lands in the right place.

Projects

A project is a scope inside a workspace. Use projects to keep different clients, brands, or campaigns cleanly separated.

What's project‑scoped

Conversations, agents, tracked competitors, and intel events are organized by the active project.

What's workspace‑wide

Members, billing, plan, the brand profile, and storage are shared across the whole workspace.

Switch the active project

Use the project switcher in the sidebar. The active project determines what you see and where new work is saved.

1. Open the project switcher in the sidebar.
2. Select an existing project, or create a new one.
3. Work normally — new conversations, agents, and intel are saved to that project.

A pattern that works

Agencies: one project per client. In‑house teams: one project per brand, product line, or major campaign.

Related

Members & roles Invite teammates and set permissions.

Plans & billing Per-workspace plan and credits.

Core concepts The mental model behind it all.