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Workspaces and groups

Keep clients apart in workspaces and organise websites within one with groups.

SaaSMaestro has two ways to organise websites. Workspaces keep things completely separate; groups organise websites inside one workspace.

Which to use

WorkspaceGroup
WebsitesIts own setA subset of the workspace’s
Google accountsIts own connectionsShared with the workspace
TeamIts own members and rolesEveryone in the workspace
Settings and thresholdsIts ownThe workspace’s
Best forSeparate businesses, or clients who shouldn’t see each otherBrands, markets or clients managed by the same team

Workspaces

Everyone starts with a personal workspace. To add another, open the workspace menu at the top of the sidebar and choose “New workspace”, or search for it with Ctrl+K. Give it a name and, if you like, copy the current workspace’s settings. You become its owner and switch to it straight away.

Switch between workspaces from the same menu. Search works across all of them, and the pencil icon next to the menu lets owners and admins edit the current one.

Website groups

Create groups under Settings → your workspace → Website groups, or straight from a website’s Group field with “+ New group…”. Each group has a name and a colour. Rename or recolour a group in place; deleting one leaves its websites ungrouped.

Once you have groups, a group menu appears next to the period filter on the overview, insights, action plan and reports. Schedules can pick websites group by group, and a client link can show a single group.

Tags and favourites

For lighter organisation, give websites tags (they’re searchable) and star your favourites to keep them at the top of every list. Stars are personal.

Related questions

What is the difference between a workspace and a group?

A workspace is a separate space with its own websites, Google accounts, team and settings, ideal for keeping clients apart. Groups organise websites inside one workspace and act as a filter on every page.

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