# Run client workspaces on the Agency plan URL: https://useembers.com/help/reports-and-workspaces/agency-workspaces-and-client-feeds/ Category: Reports and workspaces Plan: Agency Updated: 2026-10-25 Last verified: 2026-10-25 > The Agency plan gives each client its own Embers workspace. Set up the portfolio, switch between clients, and schedule a weekly report per client. 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. > **Warning: Agency plan, administrators only** > > Client workspaces, weekly reports, branding, and the shared lead page need the Agency plan, and only a workspace admin can create, attach, or detach clients or change their schedule. Agency is set up by the Embers team: email viraj@useembers.com with your client count. There is no self-serve checkout. ## 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](/help/account-and-billing/plans-and-limits/). - **Unlimited members**, never billed. See [invite your team and set roles](/help/reports-and-workspaces/team-and-roles/). - Its own [ICP](/help/getting-started/define-your-icp/), leads, [destinations](/help/integrations/overview/), and [reports](/help/reports-and-workspaces/client-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 agency workspace. ## Set up your client portfolio ### Get the Agency plan on your workspace Email viraj@useembers.com with how many clients you run. Once the plan is on your workspace, the client controls unlock. ### 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. ### Add a client Select the workspace card at the top of the sidebar, under the Embers logo, to open **Switch client** (on a phone, open **More** and tap the same card), 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. ### 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. ### 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**, from the workspace card at the top of the sidebar, does the same from anywhere and searches by name. The card shows the client you are viewing, with **Client** beside its 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](/help/reports-and-workspaces/client-reports/) automatically, once a week, covering the last seven days. 1. Open the client, then **Settings**, then **Clients** or **Settings**, then **General**. 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 workspace 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. Like every report, it has a **Watched profiles** section, so the client sees its own profile beside the competitors you watch for it: every watched profile with its followers and their change, posts per week, engagement rate, and the ICP engagers it brought that week. Profiles added with the Your profile role come first, then the rest by follower count. See [profile stats](/help/signals/watchlist/#profile-stats) for what each number counts. ## 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](/help/reports-and-workspaces/share-a-client-lead-feed/). ## 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 workspace is not on Agency. Email viraj@useembers.com. - **"Your plan allows N workspace(s)."** You reached the client count agreed for your agency. 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](/help/signals/watchlist/) or keywords. ## Related - [Share a branded lead feed](/help/reports-and-workspaces/share-a-client-lead-feed/): Give a client a live page of their top leads. - [Generate and share a client report](/help/reports-and-workspaces/client-reports/): What each report section counts. - [Invite your team and set roles](/help/reports-and-workspaces/team-and-roles/): Add people to a client workspace. - [Choose your workspace mode and plan](/help/getting-started/choose-your-workspace-mode/): When to pick My clients at signup. ## Frequently asked questions **How is Agency priced?** Agency is sales-led and priced per client workspace, with no public price or self-serve checkout. Email viraj@useembers.com with your client count for a quote. **Can a client see my other clients?** No. Each client is its own workspace. Its members, its public lead page, and its reports only ever show that client's data. **Do I need Agency to invite a client's team?** Invitations need Growth or above, which Agency includes. Each client workspace has unlimited members, and members are never billed.