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Workspace managementConsultants and agencies

Creating a client workspace

How a consultancy creates a separate workspace per client, what the client gets, how the workspace switcher works, and what the no-key state means.

3 MIN READUPDATED SEP 6, 2026
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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 Clientsit is in the sidebar of your own workspace, below Polls. It only appears on a workspace that holds the licence.
  2. New client workspacegive it the client's name. The 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. Createyou land in the new workspace as its first owner.

You are 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. Minted in your browser when the workspace is created. It is what decrypts that client's results, and it is not shared with any other workspace of yours.
  • Your plan'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.

The first thing to do next

Invite an owner from the client. Until somebody on their side is an owner, the workspace cannot 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 are 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 somebody who already holds that workspace's key shares it with you. It happens when you are invited into a workspace you did not create and every existing key holder was offline at the time. It is a waiting state, not an error, and it resolves the moment one of them signs in and shares.

When you run out of included engagements

At five live client workspaces, creating a sixth tells you it adds to your bill and lets you continue. You get the workspace immediately rather than a sales call. Handing over or closing an engagement frees a slot straight away.