Copy of Manage multiple clients

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Alright agency and client-facing folks, this one's for you. We've released version 1.0 of our workspace management tools to allow you to easily manage separate accounts and keep things organized.

How it works:

  • By opening the profile dropdown menu in the top right corner you'll see options to "Create new workspace" and "Switch workspaces".
  • Create a new workspace for a client or separate product. Functionally, this is a completely new account that you have access to. That means you'll need to pay for both accounts, which means 20,000 more words.
  • You'll be able to quickly switch between any workspaces your login email is attached to via that dropdown

VOILA.

It's in "beta" right now, so give it a rip and let me know if you have any issues or find any bugs.

As I said, this is version 1. The next step for workspace management is allowing you to manage multiple clients and projects within the SAME workspace (and not create a different one).

The way to design and implement this is more complex to get an elegant and not janky solution so please be patient here.

Something we didn't cover? Message us in the app by clicking ? at the bottom right on desktop (or in your sidebar on mobile). Or email us at jarvis@conversion.ai ✌️