In this article you can find all the relevant information about:

The dashboard helps you access all the main Chamaileon functions from one screen.

Here is a video tutorial video on how to navigate through the dashboard and how to use it:

We've added the option to choose from your workspace templates when creating a new email directly. 

Your email now can't be used as a template when creating new emails

Your email can be used as a template when creating new emails, and you can access it when clicking ''New Email'', then ''Select from workspace templates''.

You have one main workspace folder where the emails that you previously created will be stored by default.

Please create a new folder by right-clicking on the menu next to it.

You can achieve a folder structure that mimics folders on your PC/Mac or any Cloud solution, making collaboration and organizing easier.

Folders are free to use, at any level or any number. Use them flexibly for your needs, for example, to separate teams, projects, departments, years, or anything that you use in your organization.

When you've created a new folder, you can create more sub-folders when right-clicking on the menu next to it. There are other options: Rename, Delete, and Move folder.

In the top right corner, you will find your user settings.

The options that you will find there are:

In Chamaileon, Workspace serves as a dedicated environment within the platform where users can efficiently collaborate, design, and manage their email templates.

A Workspace is meant to serve one brand (design system) at a time, while some of our customers use one workspace with their multi-brand organization to leverage a single design system for multiple brands. It is as flexible as everything else in Chamaileon.

Pricing/Billing is set to work on the Workspace level, so if you need multiple Workspaces for some reason, you'll need to set up payment for all separately.

This organizational feature is designed to enhance user experience and streamline workflow processes. Workspaces include functionalities that allow users to share templates, collaborate with team members, and maintain a structured approach to organizing their email design projects.

How do I invite a member to my workspace?

In your workspace settings, Click “Invite Members” and enter a member’s email address to invite them to your organization.

There is also an option to create teams, for example, if you have multiple departments (marketing team, template designers team, etc.).

This is the screen where you can manage the role of your teammates.

If you want to transfer ownership of your workspace and content, you can use our transfer ownership feature.

First, you need to make sure this person is already a member of this workspace. If he/she isn't, please check this article on how to invite a member to a workspace.

When that is done, you can go to the ''Workspace settings'' tab in the workspace menu.

Click ''Transfer ownership'' and choose the user to whom you want to transfer it.

Click ''Transfer ownership'' when you are ready. Viola! This person is now the owner of the workspace.

To switch workspaces, select the menu.

At the bottom of the menu, the workspaces you are a member of will show up.

Click on the one where you want to switch to.

If you need to move emails between workspaces, there are two ways to do so.

Preferably, you should contact us via chat or email because this can be done by L2 (developer) support in the background. This is 100% error-proof copy-paste and if needed, we match the design system components and modules for you also.

Another way is to manually export the HTML code from one workspace, copy it, and then import the same HTML code to another workspace. This needs some manual work later on the imported email for you, and you need to match the design system settings also.

Here is how to do this: