Rename and set up your workspace

A workspace is the shared book of business: one ICP, one set of watched profiles and keywords, one lead book, and the notes, statuses, and lists your team adds. Every self-serve plan is exactly one workspace. Its settings live on Settings, then Account (/settings/account).

What is on Settings, then Account

The page opens on one line saying who the workspace is set up for, such as “Set up for just you”, with the facts under it: how far back scoring looks, when the weekly report goes out, and your role. The cards follow.

Agency portfolios also see Client-facing branding and Shared lead page here, where you set your branding and share a branded lead feed with a client. Both need the Agency plan.

Watched profiles are managed on the Watchlist, blocked companies on Settings, then Blocklist, members on Settings, then Team, and billing on Settings, then Billing. See watched profiles and invite your team.

Rename the workspace

1. Open Settings, then Account

   The Account card sits below the Workspace card.

2. Edit the account name

   Up to 50 characters. The counter beside the field shows how many you have used.

3. Save changes

   Save changes and Cancel appear under the card once the name differs from the saved one. Choose Save changes and the new name appears in the sidebar and the workspace switcher straight away. Cancel puts the old name back.

Rename before you send invitations: the name is what invitees see in the email. It is also what webhook payloads carry as account.name.

Choose who the workspace is for

The Workspace card records who you set the workspace up for. It shapes setup guidance and which client tools appear, and it never changes your plan:

• Just me: one person working their own pipeline.
• My sales team: several members sharing one lead book.
• Client accounts: one workspace per client you report to. Locked unless you are on Agency.

The three options sit side by side in one control, stacked on a phone, with a line under it describing the one picked. Picking an option saves it straight away: the top bar shows Saving, then Saved, and the line at the top of the page follows. If the save fails, the previous choice comes back with an error. With a keyboard, the arrow keys move between options and Enter or Space picks one.

The owner and admins can change it; members see “Only a workspace owner or admin can change this.” See what each role can do for the rest of the split. For what each mode changes, see choose your workspace mode.

Set the lookback window

Lookback window is how far back Embers counts engagement when it scores a lead: 7 to 365 days. It is part of how lead scoring works; it does not change what the first scan fetches, which the history lookback covers.

It is a row on the Account card, under Account name. Type a number of days and choose Save changes, which appears once the value changes. The field shows 90 until you change it. On a paid plan, 90 means “use the plan default”, which is 365 days, so a new workspace scores its last year of engagement. Any other value is used exactly as set.

Block a company

Blocked companies have their own section, Settings, then Blocklist (/settings/blocklist), right after Account. Its Blocked companies card keeps your own company, partners, and customers out of every lead surface, and each entry shows how many leads it hides. The older /settings/account#blocklist address opens it too. See block a company.

Delete or leave the workspace

The Danger zone card holds the irreversible actions. The owner sees Delete workspace; a member sees Leave team, which removes their access to all leads and data in the workspace. Everyone also sees Delete my Embers account, which removes your login and the workspaces you own. Both deletes are covered in data and privacy.

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