Creating a client workspace

Each engagement gets its own workspace. Not a folder, not a tag: a separate workspace with its own address, its own branding, its own people and its own key; that separation is what lets you hand it over at the end without moving anything.

#Create one

1. Open Clients. It's in the sidebar of your own workspace, below Polls. It only appears on a workspace that holds the licence.
2. New client workspace. Enter the Client name. The Workspace address is filled in for you and you can edit it; their people will see it, so use the company name rather than a project code.
3. Create workspace. You land in the new workspace as its first owner.

You're now signed in to the client's workspace. The switcher at the top of the sidebar takes you back, and between any of your clients, without signing out.

#What the client workspace gets

• Its own key. Created in your browser when the workspace is set up. It's what decrypts that client's results, and it isn't shared with any other workspace of yours.
• Your licence's limits. Poll counts, recipient counts and seats come from your licence tier, so an engagement is usable from the first minute.
• No billing. No card, no trial countdown, no Subscription page trying to sell them a plan. They see who pays for it and an option to take it over.
• No sample poll. You already have one in your own workspace, and a client workspace opening with a demo survey in it reads badly.

It gets AI authoring from your licence, with its own monthly ceiling, but not Business compliance features such as single sign-on. See What a sponsored workspace means.

#The first thing to do next

Invite an owner from the client. Until somebody on their side is an owner, the workspace can't publish a survey. Drafting, authoring and importing all work; publishing is where the rule bites, because publishing is the point after which real answers exist.

See Inviting the client's owner. The Clients list flags any engagement that still needs one.

#Switching between clients

The switcher lists every workspace you can open. Switching is a full page load on purpose: nothing from one client's workspace is left in memory while you're in another's.

A row may say No key yet. That means the membership is real and the workspace opens, but its results stay sealed until an owner there restores the key for you. It happens when you're invited into a workspace you didn't create. Choose Ask an owner to restore it in that workspace and read the owner the code on your screen, by phone or in person. An owner can restore a colleague's access only after confirming a code with them directly; we can't do it for them. It's a waiting state, not an error.

#When you run out of included engagements

Your licence includes five live client workspaces at once. The Clients page shows how many are in use. If you need a sixth, email sales@invizipoll.com before you create it: we invoice extra engagements, and depending on how your licence is set up, the app may refuse a sixth workspace until we've added room for it.

Handing a client over frees a slot straight away. So does deleting a workspace, but that's permanent and removes the client's results too. See The consultants and agencies licence.

#Related

• The consultants and agencies licence
• Inviting the client's owner
• Running an engagement