How to Configure Workspaces in Outreach Magic

Step-by-step guide with screenshots

Overview

Workspaces are the backbone of Outreach Magic’s agency-friendly structure. Each client or brand gets its own workspace, keeping data clean, reporting segmented, and integrations organized. Use this guide to create and manage new workspaces quickly.

Configure Workspaces

1. Open the Workspaces Page

Navigate to: 👉 https://app.outreachmagic.io/workspaces/

2. Click “Add Workspace”

Start creating a new workspace for a client, team, or brand.

3. Click the “Workspace Name” Field

Enter the name you want to assign to this workspace.

4. Type the Workspace Name

Example: “New Workspace Name”

5. Click “Continue”

Proceed to finalize workspace setup.

6. Toggle “Active”

Choose whether this workspace is active.
Active workspaces appear across dashboards, reporting, and sender routing.

7. Click to Save and Configure

Confirm your workspace setup to move forward with sender assignments, integrations, or dashboards.

8. Click the Settings Icon

Open workspace-specific settings for advanced configuration (e.g., routing rules, integrations, dashboards).