1. Go to Settings → Account → Spaces
From the left sidebar, click the gear icon ⚙️ → Spaces under ‘Account’.
2. Create a new Space
Click + Create Space (top right).
Give your Space a clear name — usually the brand or client name (example: “Alo Yoga” or “Agency - Client A”).
Once created, your Space will appear in the list. You can always rename or delete it later using the pencil ✏️ or trash 🗑️ icons.
3. Add data sources to your Space
Under the new Space, click + Add next to Data Sources.
Choose which Meta ad accounts to connect. You can connect as many ad accounts as you like.
💡 Tip: We recommend connecting all the ad accounts you have for future flexibility.
4. Add members to your Space
Click + Add next to Members or use the Invite Member icon on the sidebar.
Enter the user’s email address and choose a Role:
• Admin – Full access to manage resources, invite members, and modify settings.
• Editor – Can edit content but cannot invite or manage members.
• Viewer – Read-only access, cannot edit content or invite members.
Click Add to send the invitation. The user will receive an email invite to join this specific Space.
5. Switch between Spaces
To move between Spaces, click the letter icon to the top left of the screen
💡 Tip: Each Space retains its own dashboards, boards, reports etc. Switching Spaces is like switching to a new workspace.