One workspace per client (agencies)
Available on Team.
If you work for several clients, give each one its own team workspace so brand, projects and history never mix.
Available on Team.
Create a workspace for a client
Owners and admins can do this.
- Open Team, then the Workspaces tab.
- Under Create a team workspace, type a name, for example the client's name.
- Choose Create workspace.
Every member of the team can use every team workspace. A new workspace starts with an empty Brand Box, so set it up next. See Keep each client's brand separate.
Rename or archive
On the Workspaces tab, each workspace has Rename and Archive. Archiving removes the workspace from the team's list and keeps its history.
Switch between clients
On the web, the workspace picker groups your workspaces under Personal and Team:
In your AI, name the client when you ask, or set a default. See Choose the workspace and project from your AI.
Keep a client out of the connector
If a client should never be reachable from anyone's AI, for example under an NDA, tick Hidden from MCP on that workspace in the Workspaces tab. See Connector controls for admins.
Limit to know about
Every member sees every team workspace. You cannot restrict a single workspace to some members.