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What are Workspaces?

Workspaces let you organize audiences and segments by team, department, or project. Each workspace acts as a separate folder — team members only see the content in the workspaces they’re assigned to. For example, you might create workspaces for “Sales”, “Marketing”, and “Research” so each team works with their own set of audiences without clutter from other teams.

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Creating a Workspace

Owners and Admins can create workspaces from Settings > Workspaces.
  1. Go to Settings and select the Workspaces tab
  2. Click Create Workspace
  3. Give the workspace a name and save

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Assigning Content to Workspaces

Audiences and segments are assigned to workspaces through the Workspaces page in the left navigation.
  • Select a workspace to see its current content
  • Use the assignment modal to add unassigned audiences or segments
  • The same audience or segment can belong to multiple workspaces
  • Use the search bar and “Select all” checkbox for bulk assignment

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How New Content Gets Assigned

  • When an Owner or Admin creates an audience, it starts out unassigned and can be added to any workspace later
  • When a Member creates an audience, it is automatically assigned to their current workspace

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Adding Members to Workspaces

After a team member joins your organization, assign them to the workspaces they need access to.
  1. Go to Settings > Workspaces
  2. Select a workspace
  3. Add team members to that workspace
Owners and Admins automatically have access to all workspaces — they don’t need to be explicitly assigned.

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All Audiences View

Owners and Admins have access to a special All Audiences view that shows every audience in the organization, regardless of workspace. This is useful for:
  • Getting a full picture of all organizational content
  • Finding unassigned audiences and segments that aren’t in any workspace yet
  • Filtering by a specific workspace or viewing only unassigned content
If there are unassigned audiences or segments, a notification will appear to let you know.

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Managing Workspaces

From Settings > Workspaces, Owners and Admins can:
  • Rename a workspace
  • Delete a workspace (content is unlinked from the workspace but not deleted from the organization)
  • Add or remove members from a workspace

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Inviting Team Members

Owners and Admins can invite new people from Settings > Members.
1

Send an Invitation

Enter the person’s email address and choose a role — Admin, Member, or Viewer.
2

They Accept the Invite

The invitee receives an email with a link. If they’re new to Huckle, they’ll create an account first. The link expires after 7 days.
3

Assign Workspaces

Once they’ve joined, go to Settings > Workspaces to add them to the workspaces they need.
If the person you’re inviting already belongs to a different Huckle organization, the invitation cannot be sent. Each person can only belong to one organization.

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What’s Next?

Roles & Permissions

See what each role can do

Huckle Match

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