What is the difference between accounts, workspaces and team members in InstantDM?

InstantDM uses the word “account” for several things. This page gives each one a fixed name. The other agency guides use the same names.

Word	What it means	Where you see it in the app
InstantDM login	The email (or Instagram) you sign in with.	Login page, Log in to another InstantDM account
Main account	Your own InstantDM account. It owns the client accounts below it.	”Owner” in the account switcher, “Main account” inside a workspace
Client account (sub-account)	An extra InstantDM account under your main account. It holds one Instagram account (and its Facebook Page), with its own automations, settings, plan and credits.	Create sub-account in the account switcher
Workspace	The shared space your team works in. It contains your main account and all its client accounts. You can have one.	Workspaces tab in the account switcher, Team settings
Team member	A person you invite by email. They log in with their own email and work inside your workspace.	Members tab in Team settings
Multi-account plan	One subscription that covers several accounts: Multi Starter (3) or Multi Pro (10).	My Plan → Multi Account

Steps

The usual setup for an agency or a brand with several Instagram accounts:

1. Create one client account for each extra Instagram account. See How do I add and switch between Instagram accounts?
2. Connect each client’s Instagram. If the client keeps their own password, send them a connection link. See connect a client’s account without their password.
3. Choose how to pay: one plan per account, or one multi-account plan for all of them. See Which plan do I need for several accounts?
4. If other people help you, invite them to your workspace from Account Settings → Team. See How do I invite a team member?

On the phone app

The app can switch between accounts (Switch Account) and add another login (Log into existing account). It has no workspaces and no team features. Use the web app at app.instantdm.com for those.

Good to know

• One InstantDM account = one Instagram account. That is why client accounts exist.
• Each client account has its own connection, plan and credits, unless your main account is on a multi-account plan. A multi-account plan covers your main account plus client accounts up to the plan’s limit.
• Settings like Automation Controls, the hourly limit and your connections are set per account. Switch to each client account to change its settings.
• The list of saved logins in the account switcher is stored in your browser. On a new computer, log in again.

What you can’t do

• Give a team member limited access. There is one role, Admin, with full access to every account in the workspace.
• Let a client log in to see only their own results. There is no view-only login.
• Move a client account to a different main account.
• See all accounts in one Insights dashboard. Insights shows the account you are in.
• See which team member changed what.