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Workspaces

LeadForge operates using a workspace-based structure.

A workspace represents a single operational environment for an individual user, agency, or team.

All platform activity occurs within a workspace, including:

Each workspace maintains its own data and usage limits.

  • territories
  • unlocked leads
  • vault pipeline data
  • LeadForge Copilot usage
  • analytics and territory intelligence

Workspace Ownership

Every workspace has an owner or administrator responsible for managing it.

Workspace administrators control:

Administrators are responsible for ensuring that all members comply with platform policies.

  • team membership
  • seat allocation
  • billing and subscription management
  • workspace configuration

Team Members

Some subscription tiers allow multiple users within a workspace.

Team members may collaborate by sharing access to:

All team members operate under the same workspace-level usage limits.

  • territories
  • unlocked leads
  • vault pipeline activity
  • LeadForge Copilot insights

Seat Allocation

Subscription plans may include a defined number of workspace seats.

A seat represents an active user with access to the workspace.

Seat availability is determined by the active subscription plan.

LeadForge may offer plans designed for:

  • individual operators
  • small teams
  • larger agency workspaces

Shared Usage Limits

Workspace members share the workspace’s usage limits.

This includes:

All activity contributes to the same shared usage pool.

  • discovery capacity
  • lead unlock credits
  • LeadForge Copilot message usage

Workspace Data Ownership

All discovered businesses, unlocked leads, and workspace records belong to the workspace.

If a user leaves a workspace:

Workspace administrators control access to all workspace data.

  • workspace data remains with the workspace
  • the user loses access to workspace records

Workspace Security

Workspace administrators are responsible for managing team access.

Administrators should:

Proper access management helps prevent misuse and unauthorized access.

  • invite only trusted members
  • remove inactive users
  • monitor workspace usage activity

Seat Limit Enforcement

LeadForge may restrict additional user invitations if a workspace reaches its seat limit.

In such cases, administrators may:

Seat limits are enforced to maintain fair platform usage.

  • remove inactive users
  • upgrade the subscription plan
  • purchase additional seat capacity where available

Team Activity Monitoring

LeadForge may log workspace activity to maintain system stability and transparency.

Activity logs may include:

These logs support system reliability and troubleshooting.

  • discovery actions
  • unlock actions
  • LeadForge Copilot interactions
  • billing and usage events

Policy Updates

LeadForge may update workspace and team management policies as the platform evolves.

Updates may occur when:

Continued use of the platform constitutes acceptance of updated policies.

  • new collaboration features are introduced
  • workspace structures evolve
  • team management tools expand
Send Question

On this page

WorkspacesWorkspace OwnershipTeam MembersSeat AllocationShared Usage LimitsWorkspace Data OwnershipWorkspace SecuritySeat Limit EnforcementTeam Activity MonitoringPolicy Updates

Need help?

Questions about privacy, billing, security, or your account? Send us a message.

Workspaces

LeadForge operates using a workspace-based structure.

A workspace represents a single operational environment for an individual user, agency, or team.

All platform activity occurs within a workspace, including:

Each workspace maintains its own data and usage limits.

  • territories
  • unlocked leads
  • vault pipeline data
  • LeadForge Copilot usage
  • analytics and territory intelligence

Workspace Ownership

Every workspace has an owner or administrator responsible for managing it.

Workspace administrators control:

Administrators are responsible for ensuring that all members comply with platform policies.

  • team membership
  • seat allocation
  • billing and subscription management
  • workspace configuration

Team Members

Some subscription tiers allow multiple users within a workspace.

Team members may collaborate by sharing access to:

All team members operate under the same workspace-level usage limits.

  • territories
  • unlocked leads
  • vault pipeline activity
  • LeadForge Copilot insights

Seat Allocation

Subscription plans may include a defined number of workspace seats.

A seat represents an active user with access to the workspace.

Seat availability is determined by the active subscription plan.

LeadForge may offer plans designed for:

  • individual operators
  • small teams
  • larger agency workspaces

Shared Usage Limits

Workspace members share the workspace’s usage limits.

This includes:

All activity contributes to the same shared usage pool.

  • discovery capacity
  • lead unlock credits
  • LeadForge Copilot message usage

Workspace Data Ownership

All discovered businesses, unlocked leads, and workspace records belong to the workspace.

If a user leaves a workspace:

Workspace administrators control access to all workspace data.

  • workspace data remains with the workspace
  • the user loses access to workspace records

Workspace Security

Workspace administrators are responsible for managing team access.

Administrators should:

Proper access management helps prevent misuse and unauthorized access.

  • invite only trusted members
  • remove inactive users
  • monitor workspace usage activity

Seat Limit Enforcement

LeadForge may restrict additional user invitations if a workspace reaches its seat limit.

In such cases, administrators may:

Seat limits are enforced to maintain fair platform usage.

  • remove inactive users
  • upgrade the subscription plan
  • purchase additional seat capacity where available

Team Activity Monitoring

LeadForge may log workspace activity to maintain system stability and transparency.

Activity logs may include:

These logs support system reliability and troubleshooting.

  • discovery actions
  • unlock actions
  • LeadForge Copilot interactions
  • billing and usage events

Policy Updates

LeadForge may update workspace and team management policies as the platform evolves.

Updates may occur when:

Continued use of the platform constitutes acceptance of updated policies.

  • new collaboration features are introduced
  • workspace structures evolve
  • team management tools expand
Send Question

On this page

WorkspacesWorkspace OwnershipTeam MembersSeat AllocationShared Usage LimitsWorkspace Data OwnershipWorkspace SecuritySeat Limit EnforcementTeam Activity MonitoringPolicy Updates
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HomePlans
DiscoveryTerritoryVaultDaily ActionsDashboard
Command CenterTeam WorkspaceBusiness Partner
NotificationsSettings
ContactLegal Center