What are workspaces
Workspaces are groups of Mixmax users who share a payment method. One or more workspace admins oversee a workspace. Admins can limit who can join their workspace, manage subscriptions, set workspace-level Rules, assign workspace Roles, manage shared assets (like Sequences), and enforce Role policies.
Once set up, users in domains you authorize can join your workspace with less administrative overhead and automatic asset sharing, including Templates and Sequences. This lets you focus on your business instead of administering another tool in your tech stack.
Joining a workspace
When someone first signs in to Mixmax, they're automatically added to their company's workspace (based on their email domain) if one exists.
If several workspaces share the same domain, the user is prompted to choose one. Any workspaces granted access to your domain appear on the Join Workspace page. The user can also create a new workspace if they don't want to join an existing one.
Workspaces with Restrict workspace invitations turned on don't appear on the Join Workspace page, and new users aren't added to them automatically. To learn more, see Restricting who can join your workspace.
If you were automatically added to your company's workspace but would rather set up your own, contact Mixmax Support and we'll set you up on a new workspace.
Creating a workspace
If no one in your domain has created a workspace yet, you'll be asked to create one.
Workspace name
This is the name other users in your allowed domains see when they join Mixmax. To change it, go to Admin center > Workspace settings.
Allowed domains
When you create a workspace, you can choose which email domains can join it. When people at an allowed domain sign up for Mixmax, they can join your workspace. You can allow multiple domains.
To update your allowed domains:
Go to Admin center > Workspace settings.
Under Allowed domains, add the domain. This lets users from that domain join your workspace, which helps when several workspaces have users from the same domain.
Click Save.
You can add a domain only if at least one member from that domain is already in your workspace. If no one from that domain has joined yet, invite one person from it first. Once they've joined, type the domain in the Allowed domains field to see it in the options.
Want new members to join only when an admin adds them? Turn on Restrict workspace invitations. Allowed domains is paused while it's on. To learn more, see Restricting who can join your workspace.
When someone joins your workspace
Workspace admins receive an email when a new member joins.
New members automatically start a two-week free trial of the highest plan in your workspace. When the trial ends, they move to the paid version of that plan unless they opt out, and the workspace's payment method is charged for the new subscription.
If your workspace has no paid subscriptions, new members are added as admins.
Viewing and managing members of your workspace
Everyone in your workspace can see the full member list on the Team members page, found at the bottom-left of the Mixmax Dashboard. Workspace admins also manage members, plans, and add-ons there. The page has two tabs, Members and Teams.
The Members tab lists everyone in your workspace, with their:
Plan, including any add-ons such as a recipient pack
Usage this month, which shows how close they are to their monthly sequence recipients limit: Comfortable (under 85%), Reaching limit (85% or more), or Limit reached (100%)
Role and profile (User or Admin)
You can also search for members by name or email, export the member list by clicking Download CSV, and invite new people by clicking Add members.
What non-admins can see
Everyone can view the Team members page, but only workspace admins can make changes. If you're not a workspace admin:
Your own row is always at the top of the list, regardless of the sort order.
Your row shows your plan, including any trial, add-ons such as a recipient pack, or Legacy badge, along with your Usage this month.
The Plan and Usage this month cells are blank for other members.
Click your own row to open your details panel. If you need a different plan or more sequence recipients, click Request upgrade, and Mixmax emails your workspace admins.
Viewing a member's details
Click a member to open their details panel. From here, you can see and manage their:
Plan: their current plan and price. Click Edit plan to change it.
Usage this month: how many sequence recipients they've used, how their limit is made up, and when it resets. Click the edit (pencil) icon to add or change a recipient pack.
Account: their Role and Profile. Set their Profile to Admin to make them a workspace admin.
Changing a member's plan
Click the member to open their details panel.
Click Edit plan and choose the new plan.
Review the price in the confirmation, then confirm the change.
Upgrades take effect immediately. You're charged a prorated amount for the rest of the current billing period.
Downgrades take effect at the member's next renewal. They keep their current plan until then.
Adding a recipient pack
If a member on Engagement Copilot or Mixmax Suite needs more sequence recipients than their plan includes, you can add a recipient pack from their details panel. On Mixmax Pro, move the member to a higher recipient step instead. To learn more, see How to add more Sequence recipients with recipient packs.
Inviting new members
On the Team members page, click Add members.
Add the people you want to invite.
Choose their plan and, if needed, extra sequence recipients.
Review the total in the Summary and confirm. For paid plans, click Invite and purchase.
Invitees receive an email invitation from [email protected] to set up their Mixmax account.
If your workspace has Restrict workspace invitations turned on, this is the only way new members can join. Add people here before they sign up for Mixmax, so they go straight into your workspace.
Once new members have joined, you can also add them to a Team from the Teams tab, so they can share Templates and Sequences and see each other's activity. To learn more, see Teams overview.
Making changes to several members at once
Select the checkbox next to each member you want to change, or the checkbox at the top of the list to select everyone. An action bar appears at the bottom of the page with these options:
Change plan
Add-on, to add or change a recipient pack
Role
Profile
Remove users
Before anything is charged, the confirmation shows the full price of the change. Billing changes for all the selected members go through together, so you get a single invoice.
Removing a member
To remove someone, open their details panel and click Remove user. To remove several people at once, select them and click Remove users in the action bar.
Before you confirm, decide whether you want to remove the member or just stop paying for them:
Remove member: The member loses access right away, along with their Sequences, Templates, and reporting history. Export anything you want to keep first, because you can't undo removing a member.
Downgrade to Free: The member stays in your workspace and keeps their Sequences, Templates, and reporting history. They keep their paid plan until the end of the current billing cycle, then move to the Free plan, and billing for them stops.
A workspace always keeps at least one admin, and only another admin in the same workspace can remove an existing admin. If you're the only admin and click Remove user on your own account, Mixmax opens the cancel-subscription flow instead. To learn more, see How to cancel Mixmax plans.
Payment methods and invoices
You can manage your workspace's payment methods and invoices in the Stripe customer portal. To update your payment method, go to Admin center > Billing, then click 'Manage on Stripe'. For more details, see How do I update my credit card information?
FAQ
Can I leave a workspace on my own?
Members can't leave a workspace on their own, so ask a workspace admin to remove you. If you're the only admin, or your admin is inactive or unavailable, contact our support team, and we'll remove you from the workspace. To close your account instead, see How to disconnect your email or close your Mixmax account.
Can I move a user to another workspace?
A user can only belong to one workspace at a time. If you try to add someone and see the error "The email below is already active in another workspace," you'll need to remove them from their current workspace first. Since you can only remove users from the workspace you manage, contact our support team, and we'll move the user for you.