Keep client questions and results in their own workspace.

Start with an empty workspace

1. Sign in and open Workspaces under Settings.
2. Give the workspace a name that identifies the agency or team. Names need 2 to 80 characters.
3. Select Create workspace. Your account becomes its owner.
4. Add the client's name. A domain and category are optional; enter the domain without a page path.
5. Open the client from the saved list. Check the client and workspace names beside the picker before reviewing any evidence.

Creation adds an empty record. It sends no invitation, buys no service and starts no measurement. A new client has no results to interpret. Existing account data cannot be attached through this form. Confirm the destination of any purchased work with its order before approving measurement.

You can own up to 20 workspaces. Each workspace can hold up to 100 clients. Client names allow 2 to 80 characters, categories up to 80 and domains up to 253. Reaching a limit leaves the existing records available.

Use the role that matches the work

• Owner: can add clients and work on every client in that workspace.
• Admin: can add clients and work on every client in that workspace.
• Member: can read and update existing client work, but cannot add a client through these controls.
• Client viewer: can read only the client assigned to that membership. Work controls remain unavailable.

Membership changes need a separate access review. Naming a person in a fix does not make them a workspace member. Use the work handoff record to explain responsibility without treating it as permission to read client data.

Follow one fictional client through the account

Harbourline Partners and Kalvenor Systems (Sample data, fictional company) are fictional. The sample client list opens Kalvenor's measured evidence. Follow its client link, inspect a buyer question and then open the receipts behind a result. The sample's dated observations demonstrate the format; they are not a client outcome.

In your account, the client picker appears above the view. It names the client, workspace and your role. Choosing another client opens that client's version of the current view. Your own account remains a separate choice. An inaccessible client returns no record, even if someone supplies its address directly.

Keep the client context when opening the next work to review or preparing a report. Compare dates and question sets within the chosen client before drawing a conclusion about change.

Take the directory with you

Download your client directory from Workspaces. The JSON file contains the workspaces you belong to, your role and the clients you may read, including empty workspaces. It contains no sign-in details or other members' email addresses. A client viewer's file includes only their assigned client.

The directory identifies the accounts; it does not combine their results. Use the selected client's evidence exports for questions, receipts and work records. The export guide explains those formats, and the archive checker reads an existing account archive on your device.

Read a client through an existing connection

The read-only API lists permitted workspaces at GET /api/v1/workspaces. Use a listed client's account_id in the existing account routes. The connector's list_runs result also includes the workspace directory. Signed-in workspace tools accept that identifier as brand_account_id; leave it out to read your own account.

The same membership checks apply on each read. Supplying another client's run identifier does not bypass them. Existing evidence tools use client selection for reading. The separate work handoff permission allows one reviewed owner change; it does not extend spending permission. The public demo remains fictional. Read the API reference for the account routes.

If a save is interrupted

Retry with the same details in the same form. The request identifier returns the saved record when the first attempt succeeded, so a retry does not add a second client or workspace. If you change the details after a saved request, reload the page before creating another record.

If access changes while the form is open, the save checks your role again. A missing record or unavailable history store prevents the creation from completing. No half-created client is left behind. Open Workspaces again to check the latest list before continuing.

Prepare the agreed client scope before placing an agency order. Keep the client identity and approval with the order throughout the handoff.

Keep the reviewed source beside the work

Inspect and approve an exact source version before using it to support a claim. The source library keeps its original text, review note and expiry in the selected client account.