Model
Each client gets its own workspace so billing, channels, and audit trails stay isolated. Invite client stakeholders as Viewer or Member; keep Owner with your agency. Export/import automations to reuse proven graphs.
Checklist
- Create a workspace per client; name it clearly
- Connect only that client’s channels
- Import a golden automation pack, then customize copy
- Invite seats within plan limits; prefer Viewer for stakeholders
- Use Workbench when investigating who changed what
- Track Flow balance and plan gauges per workspace
Was this article helpful?
Your feedback helps us improve our documentation.