Agencies: one workspace per client

Run every client from one team. Each client gets a workspace of their own, your staff work across all of them, and each client sees only theirs.

1. Give each client a workspace

Click the “+” at the end of the workspace tabs, and under “New workspace” name it after the client. It opens on a short setup step where you choose the connections it uses. See Set up a new workspace.

Each workspace has its own decks, connections and settings. See Workspaces and teams.

2. Bring in your staff

• Admins see everything. They open every workspace and manage connections, costs and billing. See Roles: admin, editor, viewer.
• Editors work where you put them. They build decks in the workspaces you give them. To give someone different access to each client, use “Choose workspaces…” in Settings, “People”. See Team settings.

3. Connect each login once

Connect your agency’s Google Ads or Google Analytics login once, for the whole team. Each client’s workspace then uses it and ticks only that client’s accounts. You do that in the workspace’s setup step, or with “Add a connection” in Settings, “Connections”. One client’s numbers never show up in another’s workspace. See Share a connection across workspaces.

Stores work the same way: connect each client’s store once, then use it in their workspace.

4. Invite your client as a viewer

Open the client’s workspace, click “Share” and invite them with “Can view”. Viewers are free. They see only their own workspace, the people working on it and your team’s admins, never your other clients. See Invite a client as a viewer.

5. Walk them through it

On a call, your client clicks your avatar to follow you and watches your deck move as you present. No screen share needed. See See who's here and follow someone.

Who can do this

Team admins add workspaces, connect logins and invite people. See Roles: admin, editor, viewer.

Related

• Workspaces and teams
• Invite a client as a viewer
• Share a connection across workspaces