Team & Workspaces

Workspaces are the top-level organization unit in 500 Leads. Every user belongs to at least one workspace, and all data (leads, sources, pipelines) is scoped to a workspace.

Creating a workspace

Your first workspace is created automatically when you sign up. To create additional workspaces:

1. Click the workspace name in the sidebar
2. Select Create Workspace
3. Enter a name and click Create

Inviting team members

1. Go to Settings > Members
2. Click Invite Member
3. Enter their email address and select a role
4. They will receive an invitation email

Roles

Role	Permissions
Owner	Full access. Can delete workspace, manage billing, and change any settings.
Admin	Can manage members, sources, pipelines, integrations, and API keys.
Member	Can view and work leads, but cannot change workspace settings.

Lead assignment

Leads can be assigned to specific team members:

• Manual assignment: Click “Assign” on a lead and pick a team member
• My Leads filter: Each member can filter the lead list to show only their assigned leads

Notifications

Team members receive notifications when:

• A new lead comes in (if enabled in their preferences)
• A lead is assigned to them
• AI qualifies a lead as “Hot”

Configure notification preferences in Settings > Notifications.

Switching workspaces

If you are a member of multiple workspaces, click the workspace name in the sidebar to switch between them. Each workspace has its own leads, sources, and settings.