How to invite and manage sub-workspace team members?

You can control which users have access to each client workspace in your agency. Agency users and client users are managed differently, so it's important to add them in the correct place.

Manage agency user access

Agency admins automatically have access to every client workspace. Agency members only have access to the workspaces you assign to them.

Step 1 - Open the workspace in agency workspace
Go to Workspaces and click Details for the client workspace you want to manage.

Step 2 - Edit workspace access
Click Edit details.

Step 3 - Select users
Check the boxes next to the agency members who should have access to the workspace.

Step 4 - Save your changes
Click Save. The selected agency members will immediately have access to the workspace.

Add client users to a workspace

Client users should always be invited from within the client workspace itself. Do not add them to your agency.

Step 1 - Open the client workspace
Navigate to the client workspace you want to manage.

Step 2 - Invite the client
Follow the steps in the How to invite team members and manage role-based permissions? article to invite the client and assign their permissions.

Note: Always make sure you're in the correct client workspace before inviting client users. Adding them to your agency instead of the workspace will not give them the intended access.

Updated on: 23/07/2026