Guide for agencies

Set up a client

1. 1
   Step 1: Open the workspace menu at the top of the sidebar and click Add a client (or Add a workspace). Choose A client.
2. 2
   Step 2: Choose the client's plan. Each workspace has its own plan and billing; the free trial comes with your first workspace only. See Plans and billing.
3. 3
   Step 3: Connect the client's mailboxes and set up their domain's DNS. See Connect a mailbox and Set up your domain.
4. 4
   Step 4: Add the client's postal address in that workspace's Settings: it goes in every email sent for them.
5. 5
   Step 5: Invite the client with View only, so they can follow results without changing anything. Home's checklist offers this step for client workspaces. See Invite your team.

Keep clients apart

• Send each client's campaigns from their own domain and mailboxes. Bounces and spam reports then only ever touch that client's reputation.
• Suppressions are per workspace: one client's unsubscribes never block another client's sending.
• A mailbox warms up in one workspace only. Connect each mailbox in the workspace of the client it sends for.
• Connect your AI connects one workspace at a time; connect it again to ask about another client. See What it can see.

Your team across clients

A teammate can belong to several workspaces, with different access in each: Standard for the clients they run, View only elsewhere. Owners decide in each workspace's Settings, under Members. See What each kind of access allows.