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.
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 workspace plan unless they opt out. Mixmax will charge the payment method configured in the workspace for all user subscriptions.
Joining a workspace
When someone first signs in to Mixmax, they'll be automatically added to their company's workspace (based on their email domain) if one exists.
If multiple workspaces share the same domain, the user will be prompted to join a workspace instead. Any workspaces granted access to your domain will appear on the Join Workspace page. The user can also create a new workspace if they don't want to join any existing workspaces.
Workspaces with Restrict workspace invitations turned on don't appear on the Join Workspace page, and new users aren't added automatically. To learn more, see Restricting who can join your workspace.
If you're a new user who was automatically added to your company's workspace but would prefer to set up your own workspace, contact Mixmax Support for help setting you up on a new workspace.
Creating a workspace
If no colleague or administrator in your domain has created a workspace, you will be prompted to create one.
Workspace name
This is the name other users in 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 those domains 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 add a domain to 'Allowed domains' only if at least one member from that domain is already in your workspace.
If you don't have any 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 following these steps:
Go to the 'Workspace settings' page in the 'Admin center'.
Under the "Allowed Domains" section, add the domain you wish to include. This ensures users from the specified domain can join the workspace, which is useful if you have multiple workspaces with users from the same domain.
Click Save.
Want new members to join only when an admin adds them? Turn on Restrict workspace invitations. Allowed domains is paused while it's on. See Restricting who can join your workspace.
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 move to the paid version of that plan. The payment method configured in the workspace will be used to pay for the new subscription.
If your workspace has no paid subscriptions, users joining it will be added as admins.
Managing members of your workspace
Workspace admins manage members, plans, and add-ons from the Team members page, found at the bottom-left of the Mixmax Dashboard. 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, click Download CSV to export the member list, and click Add members to invite new people.
What non-admins can see
Everyone in the workspace 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. 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.
Optional: 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 (see How to cancel Mixmax plans).
Mixmax does not currently offer an option for any user to leave a workspace on their own. If you're the sole admin or your workspace admin is inactive/unavailable, contact our support team, and we'll remove you from the workspace.
For other account deletion options, see this article.
Payment methods and invoices
You can manage payment methods and invoices for your workspace in the Stripe customer portal. To update your workspace's payment method, go to Billing in the Admin center and click Manage on Stripe. For more details, see How do I update my credit card information?
Moving users between workspaces
If you try to add a user to your workspace and receive the error "The email below is already active in another workspace," it means the user is already a member of another workspace. To add this user to your workspace, you must first remove them from the other workspace. Mixmax enforces a policy that prevents users from belonging to multiple workspaces at the same time, 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.