rectangle-historySpaces and Projects

Manage your workspaces and projects. Create spaces, add projects, and switch between them.

Spaces are workspaces that hold your projects. Each project represents one business or location you collect reviews for. You can create multiple spaces, add projects to them, and switch between projects as you work. If you were invited to a project by someone else, you may see spaces you don't own—you can leave those when you no longer need access.

Where to Find It

Click Account in the sidebar (or your profile icon in the header), then click Spaces. You'll see all your spaces listed. If you don't see Spaces, you may be a sub-account (for example, an agency client). Sub-accounts only see the projects they were invited to and manage them from the project selector.


What Are Spaces and Projects?

  • Space – A container for one or more projects. Think of it as a folder. You might have one space for your own businesses and another for a side venture. Agency users may have a space for their agency with client projects inside.

  • Project – A single business or location. Each project has its own customers, reviews, review pages, and settings. See Projects for more on what a project contains.

When you sign up, you get one space with one project. You can add more of each as your needs grow.


Creating a Space

  1. Go to Account > Spaces.

  2. Click Create Space.

  3. Enter a name for your space (for example, "My Businesses" or "Client Projects").

  4. Click Create.

Your new space appears in the list. It starts empty—add a project to get started.

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The number of spaces you can create depends on your plan. If you don't see the Create Space button or get an upgrade message, you may need to upgrade.


Editing a Space

To change a space's name or manage its projects and members:

  1. Go to Account > Spaces.

  2. Find the space you want to edit.

  3. Click Edit on that space.

You'll see the space detail page with:

  • Space – Edit the space name and click Save.

  • Projects – View projects in this space and add new ones.

  • Members – See who has access and invite others (if you're the space owner).

Only the space owner (or an agency admin for agency spaces) can edit the space. If you were invited to the space, you'll see Leave instead of Edit.


Adding a Project

You can add a project when creating a new space (some flows create both at once) or to an existing space:

  1. Go to Account > Spaces.

  2. Click Edit on the space you want to add a project to.

  3. In the Projects section, click Add Project.

  4. Enter a name for your project (for example, your business name or location).

  5. Optionally assign members or invite someone to the project.

  6. Click Create.

Your new project appears in the space. You'll be taken to the dashboard for that project so you can start setting it up.

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Each project is independent. Customers, reviews, and settings in one project do not affect another. If you manage several locations, create a project for each.


Switching Between Projects

When you have more than one project, use the project selector in the header. Your current project's name appears there. Click it to see a list of all projects you can access. Click another project to switch. Your view, sidebar, and data all update to that project.


Leaving a Space

If you were invited to a space by someone else (for example, a client or partner), you'll see a Leave button on that space. Click Leave to remove yourself from the space. You'll lose access to all projects in that space. This does not delete the space or its projects—only your access is removed.

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Deleting a Space

Space owners can delete a space from the space detail page. At the bottom of the page, use the delete option. This permanently removes the space and all projects inside it. This action cannot be undone.

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