Run client workspaces on the Agency plan

The Agency plan gives each client their own Embers workspace, with separate watched profiles, ICP, agents, leads, destinations, and reports. Solo, Growth, and Enterprise are each exactly one workspace; Agency is one per client.

What each client workspace includes

A client is a normal Embers workspace, with everything a workspace has:

• 20 watched profiles and 50 keywords, the same caps as Enterprise, counted inside that client. One client’s headroom never carries over to another. See plans and limits.
• Unlimited members, never billed. See invite your team and set roles.
• Its own ICP, leads, destinations, and reports.
• Priority support and dedicated onboarding across the portfolio.

The number of client workspaces you can hold is agreed with the Embers team and set on your account.

Set up your client portfolio

1. Get the Agency plan on your account

   Email viraj@useembers.com with how many clients you run. Once the plan is on your account, the client controls unlock.

2. Turn your workspace into an agency

   Go to Settings, then Clients (/settings/clients) and choose Turn into agency. Your current workspace becomes the agency parent. Only an owner or administrator sees the button.

3. Add a client

   Click the workspace name at the top of the sidebar, under the Embers logo (on a phone, open More and tap the workspace), to open Switch client, then choose Add client at the bottom. Type the Client name and choose Create client. The new workspace opens its own onboarding, so set its ICP and watched profiles for that brand.

4. Attach a workspace you already own

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

5. Invite the people who work on that client

   Open the client and invite teammates or the client’s own staff from Settings, then Team inside it.

Who can reach each client

Each client is a separate workspace, not a filtered view. Watched profiles, leads, ICPs, settings, agents, and reports do not mix.

• The agency owner and the administrator who created or attached a client get administrator membership on it.
• Other agency members are not added automatically. Invite them inside the client when they need to work on it.
• A member of client A cannot read client B’s settings, leads, or lead page, and one client’s public link never lists another client’s leads.

Switch between clients

Clients in the sidebar (/agency) is the portfolio view. It shows totals for clients, leads, and hot leads, then a row per client with its lead count and whether its weekly report and lead page are on. A client’s lead and hot-lead counts are the ones its own Leads page shows: ICP matches only, leaving out the client’s team, employees of the profiles it watches, and anyone at a company it has blocked. Open workspace switches you into that client.

Switch client does the same from anywhere and searches by name. Administrators also see Cross-client activity: recent switches, attaches, detaches, new clients, branding and schedule changes, lead page changes, and client team invitations.

Weekly reports

Each client can generate a client report automatically, once a week, covering the last seven days.

1. Open the client, then Settings, then Clients or Settings, then Account.
2. On the Weekly report card, turn on Send the weekly report and pick a Report day. Both save as you change them.

Embers generates it on that weekday in the account owner’s timezone, at most once a week, and titles it with the client’s brand name or workspace name. It lands in that client’s Reports list with a share link like any other report.

Branding and the client lead page

Every client can carry a brand name, logo, and accent colour, and can share a live, public page of its top leads with no Embers login. Both live on the same settings screens. See share a branded lead feed with a client.

Detach or remove a client

Detach on a client row in Settings, then Clients turns it back into a standalone workspace with its data intact. An agency parent that still has clients cannot be deleted; detach or delete the clients first.

Troubleshooting

• Settings shows “Client workspaces are part of the Agency plan”. The account is not on Agency. Email viraj@useembers.com.
• “Your plan allows N workspace(s).” You reached the client count agreed for your account. Email viraj@useembers.com to add more.
• A workspace is missing from the attach list. Only standalone workspaces owned by the agency’s billing owner can be attached. A workspace with its own clients has to detach them first.
• A client is missing from your switcher. You are not a member of that client. Ask its administrator to invite you.
• A client is at its watched profile or keyword cap. Each client has its own 20 and 50. Trim that client’s Watchlist or keywords.

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