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.
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.
Create a new workspace
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.
Name your workspace
Enter a unique, descriptive name for the new workspace. Choose something that clearly identifies the agency or project it will represent.
Confirm creation
Click Create (or the equivalent confirm button). AgencyHandy provisions the new workspace instantly.
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.
Switch between workspaces
Open the workspace selector
Click your workspace name in the top-left corner of the interface to open the workspace dropdown menu.
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.Switch to the workspace you want to delete
Use the workspace selector to navigate into the workspace you intend to remove.
Open Workspace Configuration
Click the workspace name in the top-left corner, then select Workspace Config. from the menu.
Find the Delete Workspace option
Scroll down to the bottom of the General Settings page and click Delete Workspace.
Workspace limits by plan
| Plan | Workspaces included |
|---|---|
| Freelancer | 1 |
| Team Starter | 1 |
| Business Pro | Up to 5 |