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Documentation Index

Fetch the complete documentation index at: https://docs.chartcastr.com/llms.txt

Use this file to discover all available pages before exploring further.

Agency workspaces let you manage multiple client accounts from one parent organization. Each client gets their own isolated workspace with separate data, connections, and members, while billing consolidates to a single invoice on the parent account.

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Getting started

Agency workspaces require the Agency plan. To upgrade:
1

Contact the Chartcastr team

Reach out via the agency page or email support@chartcastr.com to discuss your needs and get set up on the Agency plan.
2

Your org becomes the parent

Once activated, your existing organization becomes the parent agency workspace. All billing flows through this account.
3

Create client workspaces

Navigate to Admin > Agency in the sidebar. Click Create client to launch the setup wizard.

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Creating a client workspace

The Create Client wizard walks through four steps:
  1. Name — enter your client’s business name (e.g. “Harvey Norman”, “JB Hi-Fi”)
  2. Branding — add the client’s domain to auto-fetch their logo, or upload one manually
  3. Invite — add team members by email and assign admin or member roles
  4. Review — confirm details and create the workspace
Once created, the client workspace appears in your sidebar under Clients. Switch between workspaces with a single click. The sidebar adapts based on your workspace type:
  • Agency parent: Shows a “Clients” section listing all child workspaces with a quick-switch combobox
  • Client workspace: Shows a “Back to [agency]” link and a sibling switcher if you have access to multiple clients

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Shared Slack setup

Instead of installing Chartcastr’s Slack app separately in each client workspace, you can delegate your parent Slack integration:
  1. Install the Chartcastr Slack app in your agency’s Slack workspace (if not already done)
  2. Navigate to a client workspace’s settings
  3. Click Delegate parent’s Slack
  4. Select which Slack channels the client workspace can deliver to
Channel allowlists prevent client workspaces from accessing agency-internal channels. Each client only sees the channels you explicitly grant.

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Billing

  • One invoice covers all client workspaces — no separate billing per client
  • Each active client workspace is billed at a per-workspace rate (20−−20--40/month depending on tier)
  • Paused client workspaces are not billed
  • Per-client tiers (Starter, Pro, Enterprise) and coupons can be set from the Agency dashboard
  • View per-client contribution breakdowns on the Invoices tab

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Managing client workspaces

From Admin > Agency you can:
  • Pause / unpause a client workspace (stops billing, preserves data)
  • Set billing tier per client (Starter, Pro, Enterprise)
  • Apply coupons per client for discounted rates
  • Detach a client workspace (severs the parent-child link)
  • Request access to a client workspace you haven’t joined yet

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Limits

  • Default limit: 10 client workspaces per agency
  • Each child workspace inherits the full Pro-tier feature set
  • Workspaces are fully isolated — data, connections, and members don’t cross between clients
  • Need more than 10 clients? Get in touch

Agency overview

The full agency model explained.

Agency setup

Step-by-step guide to setting up your agency.

Agency billing

Pricing, invoices, and per-client tiers.

Managing clients

Create, pause, and configure client workspaces.