Run several businesses or clients from one account
How a business or agency account keeps workspaces together — shared numbers and credits, one bill if you want it — and what stays separate.
In short
A business or agency account sits above your workspaces. Each workspace keeps its own inbox, contacts and assistant; the account can share WhatsApp numbers and Pages, hold one credit pool and one subscription, and give each client a monthly credit cap. Nothing in the account console reaches inside a workspace's data — that is a separate membership, granted per person.
Start
- At sign-up, An agency, or several brands creates an agency account with no workspace yet; you add the first client next.
- From the workspace switcher, New workspace asks "Running more than one business?" — Set up a business account keeps your workspaces together, or Just add another workspace leaves them separate. Workspaces keep billing themselves until you put them on one bill.
- The Accounts item in the switcher opens the console.
Add a workspace
- In the console press New workspace (Add a client workspace for an agency).
- Give a Client name or Workspace name, choose the Plan if it goes on the account's bill, and optionally invite people with a role.
- On the account's bill it is charged at its plan's normal price. Added mid-month, the days left are charged today and the same share of its credits lands in the pool.
- You go straight into that workspace's setup. Invite a client brings in a workspace that already exists — its administrator accepts from their Billing settings.
Related
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