If you're an agency managing multiple clients & struggling to keep your customers' data separate, Statusbrew gives you flexibility & security to manage multiple clients from a single Statusbrew account.
You can create a unique Organization (workspace) for each client to safeguard their data & eliminate any confusion.
Some common uses for multiple Organizations are:
- Complete data separation between different clients
- Separate billing for different clients
- Multi-client management without losing peace of mind
We'll go through a step by step approach that'll help you set up your account & manage your clients easily as well.
Setting Up Your Account
Statusbrew accounts can have any number of organizations. The moment you create a Statusbrew account, by default an organization is made with a Business Name that you entered while onboarding. You can update the name of the organization from Settings > Rename Organization.
This organization can serve as a holding organization for your agency members.
Once you've added agency members to your own organization, you can begin creating client organizations for easy management.
Here's a quick guide to adding users to Statusbrew: Add New User
Creating Different Organizations
You can add multiple organizations to your account to manage clients and their content & conversations in separate workspaces.
To create an organization,
- Hover over to your Avatar Icon from the left side nav, and then point to Switch Organization.
- Click on Create Organization
- Enter an Organization Name and then click Create
Now you’re ready to invite users, create user groups & build out your organization.
In order to easily make someone a part of several organizations, or quickly set up all the organizations that you need, reaching out to our Customer Success Team.
Once your agency structure is set up as separate organizations, you can invite client members to their respective workspaces.
As your client portfolios grow and objectives change, you can leverage Statusbrew’s flexible account structure and custom permissions to make scalable client management a reality.
Switching Among Organizations
Once you are part of multiple organizations, you can easily see and switch between organizations you are part of by hovering over your Avatar Icon from the left side nav, and then pointing to Switch Organization. Clicking on your desired organization name will switch your organization instantly.
1. I want to keep two clients (and their data) completely separate, Is it possible?
Yes, you can easily separate the data of two clients by creating different organizations for them.
For instance, Create an organization "Client 1" for your first client & "Client 2" for the second one. Add users accordingly to their respective organizations.
Users that are just part of Client 1 organization won't have any access to Client 2 organization and its data such as messages, posts, etc.
You & agency members that have been added to both of these organizations would have access to both the organization's data.