After creating your Digital First AI account, you'll have a default workspace where you can manage features, products, or clients. You can create additional workspaces to keep your projects organized and ensure your data remains separate.
Before moving forward, let's customize your existing workspace. This will make it easily identifiable and help you stay organized.
Step 1: Customizing Your Workspace
To change your workspace name and image, click on your workspace name in the top left corner, then select "Workspace Settings" to update the name and add a cover image for easy identification.
Step 2: Rename Your Workspace and Add an Image
Next, add a name and image to your workspace so you can easily identify it among others.
💡 Tip:
If you're an agency handling multiple clients, we recommend setting up a separate workspace for each client. This will keep their data distinct and help you run data-driven campaigns without overlap.
For businesses, creating multiple workspaces for different departments or marketing initiatives allows you to manage each set of data separately and more efficiently.
Organizational Workspace
Converting your personal workspace to an organizational one enables you to invite your team to collaborate on projects. After setting up your organization, a new "members" option will appear in your settings, allowing you to add your team and manage all AI activities collectively.
Note: This feature is exclusive to users with a Starter, Pro, or Enterprise account.
Step 1: Convert Your Personal Workspace into an Organization
To convert your workspace, click the "Tool" button in the bottom left corner next to your profile name. Then, select "Create Organization" and give it a name.
If you prefer not to migrate all the projects you've already developed in that workspace, simply uncheck the checkbox. Finally, click "Create" to complete the process.
Once your organization is set up, you'll notice a new option in your settings for members. This allows you to bring your team onto the platform so you can manage all AI activities together.
What's next
Now that you've personalized your workspace and converted it into an organization, you're ready to start adding team members. Follow the article below for the next steps.