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Workspaces in CustomerOS

When the first person from your company signs up to CustomerOS, a workspace is automatically created.
This workspace acts as your company’s secure tenant — all of your data, integrations, and reports live inside it. The workspace is tied to your company’s email domain.
For example:
  • If alex@example.com is the first to sign up, a workspace for example.com is created.
  • All colleagues with an @example.com email address can then join that same workspace automatically.

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Users in a Workspace

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Automatic Access

  • Any teammate signing in with the same company domain is routed into the existing workspace.
  • No manual invites or setup required.

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Roles & Permissions

  • The first user becomes the workspace owner by default.
  • Additional colleagues join as members.
  • Owners can later promote members to admin roles or manage permissions in Settings → Users.

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Benefits of Domain-Based Workspaces

  • Seamless onboarding: Your whole team can access CustomerOS without chasing invites.
  • Single source of truth: All leads, reports, and dashboards live in one shared tenant.
  • Security: Only verified users with your domain can access your workspace.

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Next Steps

  • First to sign up? Let’s get started by booking a call and adding the website first-party tracker.
  • Teammate joining later? Just get them to log in with your company email and you’ll be added automatically.
  • Need to invite external collaborators? Get in touch with us and we can help you via the support chat.