Manage multiple client workspaces

Scaling past five clients

1. Naming convention — ClientName — Brand in workspace list.
2. Runbook per client — provider, domain, DNS host contact, API key rotation date.
3. Role templates — same reviewer set across similar clients if policy allows.

Isolation rules

• Unique provider credentials per client (ideal: unique AWS account for SES).
• Never copy campaigns across workspaces without re-checking merge tags and From domain.
• Reports export per workspace — no accidental cross-client PDFs.

Roll-up visibility

All clients view shows aggregate health for ops leads; configuration always requires picking one workspace.

Onboarding checklist

Duplicate for each new logo:

1. Create workspace
2. Connect provider
3. DNS verify
4. Team invites
5. Send-ready

Offboarding

Revoke API keys at provider, remove team access, archive workspace per your agency contract — don’t leave live keys on inactive clients.