Manage an agency and client workspaces
Keep client work isolated while reviewing delivery across your agency.
An agency account groups client workspaces under a billing account. Each client workspace is a separate team with its own project work and membership.
Open client work
Use Clients to review client workspace setup, experiment progress, and recorded approvals. Open a client's name to enter that workspace, then select its project to work on research, ideas, experiments, and surveys.
The agency shell focuses on Clients and Settings. If project navigation is absent there, open the intended client workspace rather than creating project work in the shell.
Create a client workspace
Agency owners and admins can choose Add client in the team switcher. The account's plan governs how many client workspaces and seats are included. Confirm the agency billing context and client name before creating the workspace, then complete that client's Team Setup.
Assign staff and client access
Owners and admins manage the client's Users settings. Use Agency Staff Access to add eligible agency staff, or invite the client's own members with appropriate access. A staff member needs access to the particular client workspace; agency membership should not be confused with unrestricted access to every client record.
Client approval events on experiments appear in the client overview. They identify recorded approvals and progress; open the underlying experiment for its complete plan and history.
Convert an eligible organization
An owner can inspect Convert to agency account in Organization settings. Conversion checks eligibility and shows blockers before allowing confirmation. It is a one-way conversion and requires entering the organization name.
Do not delete existing work merely to clear a conversion blocker. Review the account structure and the stated eligibility requirements before choosing an agency setup. For account capacity and subscription options, see Billing.