Account · Updated Oct 9, 2026

Workspaces and team

In short

A workspace holds one company's mailboxes, lists, campaigns and team, with its own plan. Agencies use one per client; everyone else usually needs one.

Workspaces

The workspace menu in the sidebar switches between your workspaces, and Add a workspace (or Add a client) creates one.
Each workspace has its own plan, mailboxes, lists, suppressions and members. Nothing is shared between them.
A mailbox connected in two workspaces warms up in only one of them.

Workspace settings

Settings holds the workspace's name, website, timezone and postal address, its plan and billing, its members and notifications. Nothing in Settings can get past the pre-send gate.

Postal address: Required. It fills {{physical_address}} in every email, and no campaign starts without it.
Timezone: Used for campaign schedules, sending windows, warm-up hours and the daily counts.

The account menu (your first name at the bottom of the sidebar) has Profile, Settings, Workspace, and Get help, which opens these docs.

Invite your team

Step 1: In Settings, under Members, enter one or more email addresses.
Step 2: Pick their access (below), and send the invite.
Step 3: They get an email with a link to join. If it doesn't arrive, Resend emails a new link and the old one stops working.

Every plan has unlimited members.

What each kind of access allows

Owner: Everything, including billing, members, removing suppressions, the gate policy and deleting the workspace.
Full access: Everything except what stays with owners: members, billing and deleting the workspace.
Standard: Day-to-day work: campaigns, templates, contacts, verification, replies, adding suppressions and SendPath AI. Not mailboxes, warm-up, removing suppressions or the gate policy.
View only: Sees everything and changes nothing. Good for clients.

An owner can also pick a member's permissions one by one, with Change what they can do.

Sending for clients? Give each client their own workspace and invite them with View only. See the Guide for agencies.

The bell at the top of every page shows what needs fixing now and what happened in the last 7 days. See all notifications opens the Notifications page: 30 days, by day, with a filter for each kind. Opening either one marks everything as seen, on every device you use.

Sending stopped: What it covers: SendPath paused a campaign, or a mailbox was blocked or lost its connection.; By email: Right away. On to start for everyone who can launch campaigns or manage mailboxes.

Gate blocked: What it covers: A campaign was held at launch. Whoever pressed Start isn't told again.; By email: In the daily email

Campaign finished: What it covers: A campaign sent its last email, or reached its stop date.; By email: In the daily email

Bounces: What it covers: Emails that bounced, counted per day.; By email: In the daily email

Replies: What it covers: New replies. Out-of-office replies are left out.; By email: In the daily email

Lists and checks: What it covers: An import that took more than a minute, and verification checks that finished.; By email: In the daily email

SendPath AI: What it covers: What SendPath AI tasks did, and AI credits at 80% and used up.; By email: In the daily email

Plan and billing: What it covers: Verifications running low, a failed payment, the last 3 days of the trial.; By email: In the daily email. Billing goes to owners only.

Team: What it covers: Someone joined the workspace.; By email: In the daily email. Owners only.

Kind	What it covers	By email
Sending stopped	SendPath paused a campaign, or a mailbox was blocked or lost its connection.	Right away. On to start for everyone who can launch campaigns or manage mailboxes.
Gate blocked	A campaign was held at launch. Whoever pressed Start isn't told again.	In the daily email
Campaign finished	A campaign sent its last email, or reached its stop date.	In the daily email
Bounces	Emails that bounced, counted per day.	In the daily email
Replies	New replies. Out-of-office replies are left out.	In the daily email
Lists and checks	An import that took more than a minute, and verification checks that finished.	In the daily email
SendPath AI	What SendPath AI tasks did, and AI credits at 80% and used up.	In the daily email
Plan and billing	Verifications running low, a failed payment, the last 3 days of the trial.	In the daily email. Billing goes to owners only.
Team	Someone joined the workspace.	In the daily email. Owners only.

In Settings, under Notifications, choose for each kind whether it shows in your bell and whether it's emailed. The choices are yours alone, in this workspace, and you only see the kinds your access covers.

Emails come from notifications@sendpath.ai to the address you sign in with.
Right-away emails go out at most every 10 minutes per workspace. Problems that happen together arrive in one email.
The daily email comes at 08:00 in the workspace's timezone, and only when something happened. It's off until you turn on email for a kind.
What needs fixing always shows in the bell. It can't be turned off.

If something's wrong

A teammate can't see a page or a button.: Their access doesn't include it. An owner can change it in Settings, under Members.
The invite link doesn't work.: It may have expired or been replaced. Use Resend on the invite to email a fresh one.

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Plans and billingWhat each plan includes, the free trial, yearly billing, and what happens if a payment fails.Profile and signing inSigning in without a password, passkeys, your profile, and automatic sign-out.Connect your AIUsing SendPath from Claude, ChatGPT, Cursor, VS Code or any MCP app: setup steps and what it can see.

Something missing or wrong? Email support@sendpath.ai.