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Workspaces

Workspaces are isolated data boundaries within your company account that contain all your content, audience, and automations. They allow you to organize different brands, regions, or campaigns separately while maintaining centralized company-level management.

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What is a Workspace?

A Workspace is a complete environment that includes:
  • Sites & Content: All your engagement hubs, cards, and interactive experiences
  • Audience Data: Contacts, properties, lists, and segmentation
  • Communications: Marketing emails, SMS, and transactional messages
  • Automations: Workflows, triggers, and integrations
  • Analytics: Performance data and insights
  • Settings: Configuration specific to that workspace

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Key Benefits

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Multi-Brand Management

  • Separate workspaces for different brands or business units
  • Independent branding, domains, and customer experiences
  • Isolated data and analytics per brand

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Regional Isolation

  • Comply with data residency requirements
  • Localized content and communication preferences
  • Region-specific campaigns and automations

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Campaign Separation

  • Organize by campaign type or duration
  • Separate test environments from production
  • Clear performance tracking per initiative

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Team Access Control

  • Assign team members to specific workspaces
  • Role-based permissions at workspace level
  • Collaborative management while maintaining boundaries

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Workspace Architecture

Company Account
├── Workspace A (e.g., "Brand X - US")
│   ├── Sites & Cards
│   ├── Contacts & Lists
│   ├── Communications
│   └── Analytics
├── Workspace B (e.g., "Brand X - EU")
│   ├── Sites & Cards
│   ├── Contacts & Lists
│   ├── Communications
│   └── Analytics
└── Workspace C (e.g., "Brand Y")
    ├── Sites & Cards
    ├── Contacts & Lists
    ├── Communications
    └── Analytics

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Getting Started with Workspaces

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Creating a New Workspace

  1. Navigate to Company Settings in your admin panel
  2. Select “Create Workspace” and choose your configuration
  3. Configure basic settings including name, region, and team access
  4. Set up your first site within the new workspace

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Best Practices

  • Use clear naming conventions (e.g., “BrandName - Region - Environment”)
  • Plan your data architecture before creating multiple workspaces
  • Consider compliance requirements for data residency and privacy
  • Set up team access appropriately for each workspace

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Common Workspace Strategies

By Brand:
  • Main Brand Workspace
  • Sub-brand A Workspace
  • Sub-brand B Workspace
By Region:
  • North America Workspace
  • Europe Workspace
  • Asia-Pacific Workspace
By Environment:
  • Production Workspace
  • Staging/Test Workspace
  • Development Workspace

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Managing Multiple Workspaces

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Switching Between Workspaces

  • Use the workspace switcher in the main navigation
  • Bookmarks and URLs are workspace-specific
  • Recent activity shows across all your accessible workspaces

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Data Sharing

  • No automatic data sharing between workspaces
  • Manual exports/imports available for specific data types
  • API access for custom integration between workspaces

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Billing & Usage

  • Billing is calculated at the company level across all workspaces
  • Usage metrics available per workspace and in aggregate
  • Cost allocation reporting available for enterprise accounts

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Next Steps

Once you understand workspaces, explore what you can build within them: Ready to organize your Komo Engagement OS with workspaces? Start by planning your workspace strategy based on your business structure and compliance needs.