> ## 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

> Manage multiple client accounts from a single Chartcastr dashboard with consolidated billing and shared integrations.

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.

## Getting started

Agency workspaces require the **Agency plan**. To upgrade:

<Steps>
  <Step title="Contact the Chartcastr team">
    Reach out via [the agency page](/agencies) or email [support@chartcastr.com](mailto:support@chartcastr.com) to discuss your needs and get set up on the Agency plan.
  </Step>

  <Step title="Your org becomes the parent">
    Once activated, your existing organization becomes the **parent agency workspace**. All billing flows through this account.
  </Step>

  <Step title="Create client workspaces">
    Navigate to **Admin > Agency** in the sidebar. Click **Create client** to launch the setup wizard.
  </Step>
</Steps>

## 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.

## Sidebar navigation

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

## 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

<Note>
  Channel allowlists prevent client workspaces from accessing agency-internal channels. Each client only sees the channels you explicitly grant.
</Note>

## Billing

* **One invoice** covers all client workspaces -- no separate billing per client
* Each active client workspace is billed at a per-workspace rate ($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

## 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

## 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](/agencies)

## Related docs

<CardGroup cols={2}>
  <Card title="Agency overview" icon="building" href="/agencies/overview">
    The full agency model explained.
  </Card>

  <Card title="Agency setup" icon="rocket" href="/agencies/setup">
    Step-by-step guide to setting up your agency.
  </Card>

  <Card title="Agency billing" icon="credit-card" href="/agencies/billing">
    Pricing, invoices, and per-client tiers.
  </Card>

  <Card title="Managing clients" icon="users" href="/agencies/managing-clients">
    Create, pause, and configure client workspaces.
  </Card>
</CardGroup>