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.
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      • 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.

      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

      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 deleted something by mistake: deletion is irreversible.