JV Copilot Docs
Workspaces & Team

Workspace Basics

Understand personal and shared workspaces and how workspace data is separated.

A workspace is where campaigns, partners, email presets, sender identity, and team access live.

Personal vs Shared Workspaces

Your personal workspace belongs to you. A shared workspace belongs to another user who invited you.

Use the workspace switcher to move between your own workspace and shared workspaces.

How Data Belongs To A Workspace

Campaigns, partners, groups, email presets, sender identity, and workspace members belong to the active workspace.

If you cannot find a campaign or partner, check the active workspace before creating a duplicate.

Workspace context matters

Changes you make affect the active workspace only.

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