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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.

The agency dashboard at /admin/agency is the control surface for every client workspace under your agency parent. Anything beyond data ingestion (sources, connections, pulses) lives inside the child workspace itself — switch in to manage it.

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Creating a client

Click Create client on the agency dashboard. You’ll be asked for:
  • Client name — shown in the sidebar switcher and on every chart delivery.
  • Slug (optional) — URL identifier. Lowercase letters, numbers, dashes only. Auto-generated from the name if omitted.
The new workspace appears immediately in the sidebar’s Agency group. You’re auto-added as admin of the new workspace.

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Switching between workspaces

Two ways:
  1. Sidebar Agency group — quick-switch entries for every workspace you’re a member of. One click to jump in.
  2. Org switcher in the sidebar footer — Clerk’s full org switcher (every workspace you belong to, including ones outside the agency).
Switching clears all cached data and reloads scoped to the new workspace — there’s no risk of leaking data across clients.

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Requesting access to a workspace

By default, only the agency admin who created a workspace is added to it. Other agency admins must self-invite from the agency dashboard:
  1. On /admin/agency, find the workspace.
  2. Click Get access (visible only if you’re not already a member).
  3. You’re added as an admin via Clerk. The workspace now shows up in your sidebar.
This explicit access model gives you a clean audit trail of which agency members have touched which client.
If you’d prefer auto-mirroring (every agency admin in every client workspace), contact support — we can flip a flag per-account.

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Inviting a client to their workspace

Inside the child workspace, open Settings → Organization → Members and use Clerk’s invite flow. The client sees only their own workspace, with no view of your agency or other clients.

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Detaching a client

If a client wants to take their reporting in-house, you can detach the workspace:
  1. On /admin/agency, find the workspace.
  2. Click the unlink icon, then Detach in the confirm dialog.
What happens:
  • The workspace becomes a standalone Chartcastr org on the free tier.
  • All members (including your agency admins) keep their access.
  • The workspace can upgrade independently to Starter/Pro from there.
  • It no longer counts against your agency child-workspace cap.
You can re-attach a detached workspace by contacting support — automated re-attach is on the roadmap.

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Deleting a workspace

Open the workspace itself, then Settings → Organization → General → Delete. Standard Clerk flow.
You cannot delete the parent agency org while it has any child workspaces. Detach or delete all clients first.

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Cross-client data isolation

Every database query, GraphQL resolver, and storage path is scoped to the active workspace’s organization id. There is no “see everything across clients” view by design — for cross-client analytics, run a pulse in your parent agency workspace against your own metrics.