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Security & account

Practise in a private test workspace

Platform team: practise in a private test workspace where nothing reaches real customers.

Where to find it: Platform admin → Private test workspace Platform owner only 5 min

Before you start

  • You're on the platform team.

The steps at a glance

1Open Platformadmin2Open it3Check the outbox4Reset or leave
Step 1 of 4
  1. Tap Settings, then Platform admin.

    companyflowhq.com/settingsCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesSettingsSearch ⌘KPlatform adminCustomers, revenue, plans and prices, and your company de…SettingsPlatform adminCustomers, revenue, plans and pr…
  2. On Private test workspace, tap Create test workspace (first time) or Open test workspace.

    companyflowhq.com/platformCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesPlatform adminSearch ⌘KPrivate test workspaceOpen test workspacePlatform adminPrivate test workspaceOpen test workspace
  3. A TEST MODE banner shows. Open Test outbox to see everything it tried to send — none of it was delivered.

    companyflowhq.com/platformCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesPlatform adminSearch ⌘KTEST MODETest outboxTo: jamie@example.comEmailPlatform adminTEST MODETest outboxTo: jamie@examp…Email
  4. Tap Reset for fresh sample data, or Back to my workspace.

    companyflowhq.com/platformCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesPlatform adminSearch ⌘KResetBack to my workspacePlatform adminResetBack to my workspace

✅ How do I know it worked?

  • The banner disappears when you go back, and your real workspace is untouched.

⚠️ Common mistakes

ProblemYou expected a real email to arrive.FixNothing leaves a test workspace. Check its Test outbox instead.

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