For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/guides/project-or-workspace.md.
  • English
  • Project or workspace: where do I put each thing?

    A workspace is the working account; a project is the division inside it that groups funnels, pages, products and contacts. Choosing between the two defines what is shared and what stays isolated.

    Before you start

    • Role: Owner or Admin.
    • Know this first: your plan's limits are shared across all your workspaces.

    The question that decides it

    Do the same people work on both sides?

    • Yes → use projects inside the same workspace.
    • No, and one side should not see the other → use separate workspaces.

    Common cases

    SituationRecommendation
    Several offers from the same businessProjects in the same workspace
    Different niches, same teamProjects
    An agency with distinct clientsSeparate workspaces
    A partnership that needs accounting separationSeparate workspaces
    Test and productionProjects — simpler to maintain

    What a new workspace does not change

    Creating another workspace does not multiply your plan's quota: the limits stay shared. If the reason for splitting is to fit more funnels or contacts, a new workspace does not solve it — the way out is an upgrade. See the limits and quotas reference (Portuguese).

    Domains follow the project

    Each domain is tied to a project. If you separate offers by project, plan the domains alongside them — see domain structure by project.

    Start simple

    One workspace and a handful of projects cover most cases. Fragmenting early creates maintenance work and the feeling that "things disappear" — when in fact they are in another project.

    Before you delete

    Deleting a project erases its funnels, pages, contacts and settings, and the confirmation asks you to type the project name. It is irreversible — export what matters first.

    If it didn't work

    • You cannot find a funnel or a contact: confirm which project and workspace are selected.
    • You hit the limit even with few projects: the quota belongs to the plan, not to the project.
    • You deleted something by mistake: deletion is irreversible.