Agency workspaces and client feeds

If you run LinkedIn for several clients, each of them should have their own workspace: its own watched profiles, ICP, agents, leads, owners, and reports. That is the Agency plan. Solo, Growth, and Enterprise are each one workspace; Agency is one workspace per client.

What each client workspace includes

A client is a normal Embers workspace. Each one carries:

• 20 watched profiles and 50 keywords, the same caps as Enterprise, counted inside that client workspace.
• Unlimited members. Members are never billed. Agency staff inherit access to every client workspace they belong to. Staff of client A never reach client B.
• Its own ICP, lead book, owners, integrations, and client-level report.
• Priority support across the portfolio.

Pricing is per client workspace, with volume pricing by client count. Adding a client is a conversation with the Embers team, not a checkout.

Set up the portfolio

1. Confirm the plan with the Embers team

   Email viraj@useembers.com with how many clients you run. Once Agency is on the account, your existing workspace becomes the parent and the client controls appear.

2. Add clients

   Go to Settings, then Clients (/settings/clients), or use Switch client to open the switcher and add a client by name. The new workspace starts its own onboarding: audience, business, ICP, then the profiles to watch for that brand.

3. Attach a workspace you already own

   If you already had standalone workspaces, the Attach an existing workspace card lists them. Attach as client nests one under the agency without moving any data.

Detach turns a client back into a standalone workspace. An agency parent that still has active clients cannot be deleted until they are detached or removed.

What stays separate

Each client is a workspace, not a filtered view. Watched profiles, leads, ICPs, settings, agents, owners, and reports do not mix. Access is decided by membership on that specific client workspace:

• Being an admin of the agency parent does not by itself let you read a client’s leads. You need membership on the client.
• Agency members are not added to new clients automatically. The agency billing owner and the admin who created or attached the client do get admin membership on it.
• A member of client A cannot read client B’s settings, leads, or feed, and one client’s public feed token cannot list another client’s leads.

Switching and the roll-up

The Clients page (/agency) is the agency view. It shows totals across the portfolio, then a row per client with its lead count, hot lead count, and whether its weekly report and feed are on. Open workspace switches you into that client.

The client switcher does the same thing from anywhere in the app, and searches by name once you have more than a couple.

Agency admins also get a Cross-client activity log: recent switches, attaches, detaches, branding changes, delivery changes, and feed token rotations. It is admin only.

Branding and the client feed

These live on Settings, then Account, inside the workspace you are configuring.

• Workspace branding. Set a brand name, a logo URL, and an accent colour. Clients inherit the agency’s branding when their own is empty.
• Branded client feed. Turn the feed on to publish a public page at /c/<token>. It lists that workspace’s top 25 leads by score. No email, no phone. Rotate link issues a new token and breaks the old one immediately.
• Weekly report schedule. Pick a weekday and turn it on. Embers generates one client report per week for that workspace covering the last seven days.

Troubleshooting

• The Clients screen is missing. The account is not on Agency, or you are not an admin or owner of the workspace. Email viraj@useembers.com to move to Agency.
• A workspace does not appear in the attach list. It has to be a standalone workspace you already own.
• A client’s feed link stopped working. Someone rotated the token or turned the feed off.
• A client is at its cap. Each client workspace has its own 20 profile and 50 keyword limit. Trim that client’s Watchlist or Keywords; another client’s headroom does not carry over.

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