Manage workspaces and team members

Who this is for

Agency admins. Team management and multiple brands per workspace require Plus plan or above.

Managing workspaces

Create a workspace

Open the Brands tab and by default you'll land on the Home section. Click Add Brand and enter the client's name. The workspace is created immediately — no client login or action required. Best for Done-For-You services where you manage everything on the client's behalf.

Switch into a client workspace

From the Brands tab, find the workspace and click Switch. You'll be taken directly into that client's account and can manage their campaigns as if you were logged in as them. Click in 'Switch' over your agency workspace to return to your admin view.

Configure ad platform access per workspace

After setting global defaults in Agency → Customize (see Set up white-label branding), you can adjust which ad platforms are available for any individual workspace. Click on the three dots to the right of any workspace from the Brands tab to find advanced options like adjusting specific Ad Platforms.

Apply an individual reporting markup

To use a different markup for a specific client, tap on the three dots to the right of the workspace and tap Rebilling. This overrides the global rate for that workspace only, allowing you to set a custom markup and thresholds.

IMPORTANT: This requires having set up rebilling in Client Billing → SAAS Configurator. This also requires the workspace being hosted under either a Custom Domain or CRM integration (GoHighLevel, Flowtrack).

Connect a client's ad account

To connect a client's Facebook or Google ad account to their workspace, switch into the client's workspace and tap Connect over the Connected Accounts tab. Use Linkbridge (found under the Agency tab) to request access to a client's facebook or google assets if needed. See Connect a client Facebook ad account with Linkbridge.

Allow clients to manage multiple brands

By default, clients are limited to a single brand when they log in. To allow a client to manage multiple brands, open their workspace settings (three dots on the right) and enable the Brands toggle. Set the number of additional brands they're allowed to manage from this section too, the default is three.

Delete a workspace

Click on the three dots to the right of the workspace from the Brands tab and select Delete.

Managing team members

Add a team member to your agency

Open the Brands tab and select the Teams tab. Click Invite, enter their email, and assign their role and permissions. Agency-level team members can access all workspaces under your account.

Enable team members in a client workspace

Clients can add their own team members, but this is off by default and must be enabled per workspace by the agency admin. Tap on the three dots to the right of the workspace in the Brands tab and enable the Brands option. The client can then invite their own users from within their account. This will also allow them to add multiple brands (up to three by default), make sure you adjust the 'Total available Brand(s)' in this area too.

Common issues

Client can't add their own team members

This is disabled by default. Enable it from your admin account on the Workspace settings for that particular client.

Client is seeing platforms they shouldn't

Their workspace-level platform access may differ from your global defaults. Open the workspace settings in the Brands tab and check the individual platform toggles.