Agency workspaces hold one organization per client. Your team sees the whole portfolio; each client sees only their own organization.
Add a client
- Open Clients.
- Enter the client's name and select Add client.
- Invite their team from the Team page by choosing that client under Access to.
What clients can and can't see
- Can: their organization's projects, health, incidents and reports.
- Can't: your other clients, your agency-wide reports, your billing or your team list.
Moving a client to a different workspace isn't supported yet, because it touches ownership, credentials and billing. Contact us if you need it.