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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.

This guide walks through getting your agency org and your first client workspace running.

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1. Subscribe to the Agency plan

1

Sign up or sign in

Create your Chartcastr account at chartcastr.com/sign-up (or sign in if you already have one). This first organization becomes your parent agency org — name it after your agency (e.g. “BigRock Reports”).
2

Upgrade to Agency

From the sidebar, click Upgrade and pick the Agency plan. Billing is monthly or annual.If you don’t see the Agency tier in the upgrade flow, contact us — we’ll provision it for your account.
3

Confirm the upgrade

After checkout, the sidebar shows a new Agency group at the top with a link to Agency home.

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2. Create your first client workspace

1

Open the agency dashboard

Click Agency home in the sidebar, or visit /admin/agency.
2

Create a client workspace

Click Create client. Enter the client’s name (e.g. “Acme Co.”) and optionally a slug. The slug becomes the workspace’s URL identifier (lowercase letters, numbers, dashes only).
3

Switch into the new workspace

You’re automatically added to the new workspace as an admin. The sidebar now shows it as a quick-switch entry. Click to switch in — the dashboard, sources, connections, and destinations are now scoped to that client.
4

Invite your client (optional)

From the child workspace, open Settings → Organization → Members to invite the client’s stakeholders. They’ll see only their workspace.

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3. Invite teammates to your agency

Open Settings → Organization → Members on the parent agency org (not a child workspace) to invite your fellow agency admins. Teammates added to the parent don’t automatically get access to every client workspace — they request access per-workspace from the agency dashboard, which keeps your client audit trail clean.

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Next steps