Need to give a client access to a specific workspace in HeyReach? We’ve made it simple. 🦾
With just a few clicks, you can create a new workspace, assign seats (one seat equals one LinkedIn account), and invite your clients to join, all from within your HeyReach dashboard.
🧠 You must be an admin in your HeyReach organisation to create workspaces.
Step 1. Open the Workspace Creation Menu
You can start creating a workspace in two ways:
1. Click the Workspaces button and open the Workspaces tab.
2. Or, go to the top-right corner, open the Workspaces menu, and click Create a New Workspace.
Both methods lead to the same creation screen.
Step 2. Enter Workspace Details
On the creation screen, fill in:
Workspace Name
Number of Seats (1 seat equals 1 LinkedIn account)
Optional: Invite the client immediately by adding their details here, or skip this step and invite them later.
Step 3. Finalise Workspace Creation
Click Create Workspace to complete the process.
Once created:
Use the top-right workspace menu to find your newly created workspace by name.
Once done, you can search the workspace title in the top right menu and locate the newly created workspace.
Manage Workspace Seats
For a clear overview of seat assignments:
Go to the Workspaces tab.
Search for your workspace title.
View the number of seats assigned.
Add or remove seats at any time as needed.
