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
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