Account
Your workspace and team
Invite people, switch workspace, and what the team shares.
A workspace is the team you work with on Ladel: your agency, your company’s hiring team, or your sales team. People in it can share projects, and a contact found here stays available to everyone in this workspace. Your Haley messages and your contact credits stay yours. This page covers how a workspace is created, how you invite people, and what is shared.
How a workspace is created#
Signing up creates a new workspace and makes you its owner. With Google or Microsoft, the next screen is Name your workspace: type your company or team, your name, and press Create workspace. With email, those fields are on Create your Ladel account, then Ladel emails you a 6-digit code.
Joining a workspace that already exists
Don’t sign up a second time. Ask someone already in the workspace to invite your email from SettingsWorkspace. The same login can belong to more than one workspace. Your projects and chats stay where they are, and you open the new one from the menu under your name.
Seeing the workspace#
Open SettingsWorkspace. The page says “The people who share this workspace. An invite joins the workspace, not one project.” It shows:
- Workspace name. An owner can change it and press Rename. You’ll see “Workspace renamed”. A member sees “Only an owner can rename the workspace.”
- Your plan, with Haley messages this month and Contact credits this month. These are yours. They renew on the 1st. Bought credits stay until you use them.
- Invite a teammate, and how many seats are in use.
- People: each person’s name, email, when they joined, and Owner or Member. You are marked “(you)”.
How many people#
| Plan | People in the workspace |
|---|---|
| Free | 3, including the owner |
| Pro | 4, including the owner |
| Enterprise | Custom, from five people |
A pending invite uses a seat. When the workspace is full, Send invite is turned off and Ladel says This workspace is full. A fifth person on Pro needs Enterprise. See Plans and limits.
Inviting, leaving and removing#
In SettingsWorkspace, type their email and press Send invite. Ladel sends the email. You do not connect Gmail for this. Anyone already in the workspace can send an invite. Only an owner can press Cancel on a pending one. Copy copies the invite link if you want to send it yourself.
They open the link, sign in with that email, and press Join workspace. They do not need an email address at your company. If they already have projects or chats, those stay in their current workspace.
An owner presses Remove next to someone else, then Confirm. You press Leave next to yourself. The last owner cannot leave or be removed. Their login, plan, Haley messages and bought credits stay with them. Contacts already found stay in this workspace. A private project only they could open is handed to an owner who stays. A chat that was never put in a project stays with them.
Owners and members#
There are two roles. There is no separate “can edit” or “can view” on a project: anyone who can open a project can use it.
| Owner | Member | |
|---|---|---|
| Search, Haley, shortlists and outreach | Yes | Yes |
| Look up contact details, from their own credits | Yes | Yes |
| Send an invite | Yes | Yes |
| Cancel an invite | Yes | No |
| Rename the workspace | Yes | No |
| Turn off Teammates can create projects | Yes | No |
| Remove someone, or leave | Remove others. Cannot leave if they are the only owner. | Leave. Cannot remove others. |
Who can create a project#
By default, Teammates can create projects is on. A project they create shows their name, and you can open it and add people to it. An owner can turn this off in SettingsWorkspace. Then only the owner sees New project, and a member who tries is told they cannot. The toast is “Teammates can create projects” or “Only you can create projects”.
What the workspace shares#
| Shared in this workspace | Yours |
|---|---|
| A contact anyone here has already found, for 90 days | Your contact credits, and any credits you bought |
| Projects you open to the workspace or to named teammates | Projects that are still private |
| Chats inside a project people can open. Only the person who started the chat can send the next message. | A chat that is not in a project |
| Who on the team emailed someone through Ladel, so nobody emails the same person twice | Your Haley messages |
| The workspace name and the people list | Your password, mailbox and calendar |
Your allowance is the higher of your own plan and the workspace owner’s plan. A teammate asking Haley does not use your messages. A teammate looking someone up does not use your credits.
Switching workspace#
Open the menu under your name. Your workspace lists the ones you belong to. Pick another to open it. After you accept an invite, you stay in the workspace you already had open, unless that one was empty. Then you land in the one you just joined.
Questions#
Can I be in two workspaces with the same email?
Yes. Joining a second one does not move the projects and chats you already have. Switch from the menu under your name.
Do we share one pool of contact credits?
No. Each person has their own monthly credits. A contact found in this workspace is free for everyone here for 90 days. See Finding contact details.
Can my team see my projects?
Only the ones you share. A new project is private. See Projects.