What are Workspaces
Workspaces are groups of Mixmax users who share a payment method. One or more Workspace admins oversee Mixmax Workspaces. Admins can limit who can join their Workspace, manage subscriptions, set Workspace-wide rules, assign Workspace Roles, manage shared assets (like sequences), and enforce Role policies.
Once set up, users on domains you authorize will be able to join your Mixmax Workspace with less administrative overhead and automatic asset sharing, including templates and sequences. This means you can focus on your business rather than the administration of another tool in your tech stack.
Workspace managers will receive an email when a new member joins their Workspace. Users who join the Workspace will be placed on a two-week free trial. When the two-week trial expires, they will automatically be moved to the paid version of the Workspace plan unless they opt out. Payment for the plan will be charged to the payment method the Workspace admin has on file.
Joining a Workspace
The first time you sign into Mixmax, you'll be prompted to join a Workspace. Any Workspaces that have been granted access to your domain will be displayed in the Join a Workspace page.
Creating a Workspace
If no Workspace has been created by a colleague or administrator at your domain, you will be prompted to create one.
You can also create a new Workspace if you want to manage a new one rather than join an existing one.
Workspace name
This is the name other users at your allowed domains will see when they join Mixmax.
The name of the Workspace can be changed by going to the 'Workspace settings' page in the 'Admin center'.
Allowed Domains
When creating a Workspace, you can specify domains that can join your Workspace when users at that domain sign up for Mixmax. When users at an allowed domain join Mixmax, they will see the option to join your Workspace. You can allow multiple domains to join your workspace.
You can only add a domain to 'Allowed domains' if there's already at least one member from that domain in your Workspace.
If there are no Workspace members from that domain yet, manually invite at least one user from that domain to join your Workspace. Once a user from the new domain is added, you can type the domain name in the 'Allowed domains' field to see available options.
The 'Allowed domains' can be updated by going to the 'Workspace settings' page in the 'Admin center'.
What happens when someone joins my Workspace?
Workspace managers will receive an email when a new member joins their workspace.
When users join your Workspace, they will automatically be placed on a two-week free trial of the highest plan in your Workspace. When the two-week trial expires, they will automatically be placed on the paid version of that plan. Payment for the plan will be charged to the payment method the Workspace admin has on file.
If there are no paid subscriptions in your Workspace, users joining it will be added as admins.
Managing members of your Workspace
Workspace admins can add, remove, and reassign Mixmax subscriptions. Workspace admins can also invite new users to a Workspace, remove a user from the Workspace, or make a user a Workspace admin. User management is found on the Team members page, found at the bottom-left of the Mixmax Dashboard.
Workspace admins can also assign users to either the Free plan or a paid plan, depending on user requirements or organizational policies.
To change a user's plan, click the 'Edit user' icon inline with their account.
The 'Edit user' pop-up will be displayed. You can then update the user's plan, role, and profile. Click Save to apply the changes.
To remove a user from your workspace, use the trash can button next to their account.
Moving users between Workspaces
If you try to add a user to your Workspace and receive an error "The email below is already active in another Workspace," it means this user is already a member of a different Workspace. To add this user to your Workspace, they must first be removed from the other Workspace. Mixmax enforces a policy that prevents users from belonging to multiple workspaces simultaneously, ensuring integrity and organization within each workspace.
Since you can only remove users from the Workspace you manage, you can't move users between Workspaces. Please contact our support team, and we will be happy to move a user between Workspaces for you.