Managing workspaces (accounts) in the MoEngage dashboard helps you streamline communication strategies and effectively engage with users.
Navigate to Your Workspace Details
To navigate to your workspace details, perform the following steps:
- On the left navigation menu in the MoEngage dashboard, click Settings > Account > General settings.
- On the General settings page, you can find basic details such as workspace ID (earlier app ID), time zone, conversion goal, revenue attribute, and currency.
For more information on configuring these details, refer to Workspace Settings.
Add a New Workspace
You can add multiple workspaces in your MoEngage dashboard according to your organization's needs without having to sign in with different email addresses. All logged-in users, regardless of their assigned roles, can add a new workspace.
info |
Information You can also create a new workspace without logging in to your MoEngage dashboard. For more information, refer to Create a New Account (Workspace) in MoEngage. |
Use Cases
Adding a new workspace helps you achieve the following use cases:
- Organizational structure: You can organize your campaigns, messages, and analytics based on different criteria, such as regions, products, or campaign types. This helps maintain clarity and focus on specific goals within each workspace.
- Enhanced collaboration: You can assign specific team members to each workspace, enabling focused collaboration on campaigns and sharing insights within a defined group. This streamlines communication and increases productivity.
- Security and access control: Workspaces provide security by allowing you to control access to sensitive data and campaigns. Adding separate workspaces allows you to manage user permissions and ensure only authorized team members can access specific campaigns or data.
- Testing and experimentation: You can conduct A/B testing and experimentation without impacting existing campaigns. You can test different messaging strategies, automation workflows, or campaign designs in separate workspaces to assess performance and optimize your strategies.
To add a new workspace, perform the following steps:
- In the MoEngage dashboard, click the workspace arrow and then click + Workspace.
The Add Workspace pop-up window appears. - In the Workspace Name box, type the name of the workspace you want to add.
- Click Add. MoEngage may take a few minutes to create your new workspace.
info |
Information You are the admin of this newly-added account or workspace. You must set up the workspace based on your business requirements. For more information, refer to the following: |
Switch Between Workspaces
You can switch between workspaces associated with your email address directly in your MoEngage account.
- In the MoEngage dashboard, click the workspace arrow.
A list of available workspaces appears.
info Information
Your organization may have multiple workspaces in a MoEngage dashboard. However, you will only see the workspaces you have been invited to. If you are invited to only one workspace, you cannot switch between workspaces.
- Click the workspace you want to switch to.
You have now successfully switched to the selected workspace.
info Information
When you switch between workspaces, you will be automatically logged out of the current workspace in the following scenarios:
- Workspaces have different login methods. For example, workspace 1 uses Google Sign In only, and workspace 2 uses Single Sign On (SSO) only.
- Workspaces have different authentication mechanisms. For example, 2-step verification is disabled in workspace 1 and enabled in workspace 2.
For more information, refer to Automatic Logout.
If you face any issues, contact the MoEngage Support Team.
To contact the MoEngage Support team, you can raise a ticket through the Support Web Form within the MoEngage dashboard. For more information, refer here.