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If you run more than one agency — or manage distinct business units that need completely separate environments — AgencyHandy lets you create multiple workspaces under a single account. Each workspace is fully independent, with its own clients, services, orders, team members, settings, and branding. You switch between them in seconds without ever logging out.

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Who can use multiple workspaces

Multiple workspaces are available on the Business Pro plan, which supports up to 5 workspaces. The Freelancer and Team Starter plans include a single workspace each.
If you’re on Freelancer or Team Starter and need multiple workspaces, upgrade to Business Pro from Settings → Subscription → Manage Subscription.

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When to use multiple workspaces

Multiple agencies

You own or manage two or more separate agencies under different brand names. Each workspace can have its own custom domain and white-label settings.

Distinct service lines

Your agency has very different service lines — for example, design services and marketing retainers — and you want to keep their pipelines, teams, and clients completely separate.

Regional offices

Your agency has teams in different countries or regions that operate independently, each with their own billing and client relationships.

Sandbox or testing

You want a separate workspace to test new service configurations, form templates, or automation rules without affecting your live client workspace.

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Create a new workspace

1

Locate the workspace switcher

In the top-left corner of the interface, you’ll see your current workspace name. Look for the ”+” button next to the workspace selector.
2

Initiate workspace creation

Click the ”+” button to open the new workspace creation flow.
3

Name your workspace

Enter a unique, descriptive name for the new workspace. Choose something that clearly identifies the agency or project it will represent.
4

Confirm creation

Click Create (or the equivalent confirm button). AgencyHandy provisions the new workspace instantly.
5

Configure the new workspace

You are automatically switched into the new workspace. Set it up as you would any fresh account — add your services, configure workspace settings, invite team members, and customise branding.
Each workspace has completely separate settings, services, clients, orders, and team member lists. Users do not carry over between workspaces automatically — you need to invite them to each workspace individually.

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Switch between workspaces

1

Open the workspace selector

Click your workspace name in the top-left corner of the interface to open the workspace dropdown menu.
2

Select the workspace

Click the name of the workspace you want to switch to. AgencyHandy loads that workspace immediately — no re-login required.
You can switch workspaces at any time during your session. Bookmarking specific pages (such as a project dashboard) within each workspace can speed up your daily context-switching.

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Delete a workspace

If a workspace is no longer needed, you can delete it from its General Settings. This permanently removes all data associated with the workspace.
Deleting a workspace is irreversible. All clients, orders, files, invoices, and settings within the workspace are permanently deleted and cannot be recovered. Export any data you need to keep before proceeding.
1

Switch to the workspace you want to delete

Use the workspace selector to navigate into the workspace you intend to remove.
2

Open Workspace Configuration

Click the workspace name in the top-left corner, then select Workspace Config. from the menu.
3

Go to General Settings

Inside Workspace Config., click General Settings.
4

Find the Delete Workspace option

Scroll down to the bottom of the General Settings page and click Delete Workspace.
5

Confirm the deletion

A confirmation prompt appears. Read it carefully, then click Delete or Confirm to permanently remove the workspace.
After deletion, you are redirected to one of your remaining active workspaces.
Do not delete your only workspace. If you delete your last remaining workspace, your entire AgencyHandy account will be permanently removed and AgencyHandy will not be able to restore it. If you only want to rename your workspace, go to Workspace Config. → General Settings and update the name there instead.

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Workspace limits by plan