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What are Workspaces and how can they help you stay organized across clients?

Workspaces will allow you to keep every client, pitch, and experiment completely separate, while still giving your internal team access to the resources they need. You can create a dedicated Workspace for each client or brand, or spin up temporary Workspaces for proposals and experimental projects.

Your team members can be assigned to multiple Workspaces, while clients only see the reports and data relevant to them. As an Admin, you retain full control over how prompts and GEO Audits are allocated across Workspaces, all under a single subscription (available on Standard, Premium and Custom Enterprise plans).

To help you get a quick feel for how Workspaces operate, we’ve included a short video walkthrough below.


Loom video link here

The following section provides a step-by-step guide on creating Workspaces, editing settings, and inviting team members so you can get started quickly.

How to Create a Workspace?

  1. Navigate to the Admin section in the left-hand menu and select Workspaces.
  2. Click the New Workspace button in the top-right corner.
  3. Enter a name for the Workspace and upload an icon/profile image if desired.
  4. Assign initial resources by setting the number of prompts and GEO Audits for that Workspace. These allocations can be adjusted at any time.
  5. Save your changes to create the new Workspace.

You can check out our video tutorial on how to set up a Workspace.


Loom video link here

How to add team members to the Workspace?

  1. Go to Admin > Workspaces.
  2. Click the Edit button next to New Workspace.
  3. Click on the People symbol.

      4. To add someone, type their email address and send the invitation. They’ll receive an email to             join the Workspace.

You can take a look at our video guide on how to add team members.


Loom video link here

How to edit Workspace settings?

  1. Go to Admin > Workspaces.
  2. Click the Edit button next to New Workspace.
  3. In the Edit mode you can:
  • Rename the Workspace
  • Change the icon
  • Adjust prompts and GEO audits assigned to the Workspace
  • Add team members
  • Delete the Workspace
      4. Save changes


For a more visual guide take a look at our video explaining how to edit the settings.


Loom video link here

If you’d like to merge multiple accounts into a single one, simply email us at hello@otterly.ai and our team will take care of the setup. Please note that account merging will only be starting in December.