> ## Documentation Index
> Fetch the complete documentation index at: https://docs.agencyhandy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create and Manage Multiple Workspaces in AgencyHandy

> Run up to 5 independent workspaces from one account on Business Pro. Create, switch between, and delete workspaces to keep agencies cleanly separated.

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.

## 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.

<Note>
  If you're on Freelancer or Team Starter and need multiple workspaces, upgrade to Business Pro from **Settings → Subscription → Manage Subscription**.
</Note>

## When to use multiple workspaces

<CardGroup cols={2}>
  <Card title="Multiple agencies" icon="buildings">
    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.
  </Card>

  <Card title="Distinct service lines" icon="layer-group">
    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.
  </Card>

  <Card title="Regional offices" icon="earth-americas">
    Your agency has teams in different countries or regions that operate independently, each with their own billing and client relationships.
  </Card>

  <Card title="Sandbox or testing" icon="flask">
    You want a separate workspace to test new service configurations, form templates, or automation rules without affecting your live client workspace.
  </Card>
</CardGroup>

## Create a new workspace

<Steps>
  <Step title="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.
  </Step>

  <Step title="Initiate workspace creation">
    Click the **"+"** button to open the new workspace creation flow.
  </Step>

  <Step title="Name your workspace">
    Enter a unique, descriptive name for the new workspace. Choose something that clearly identifies the agency or project it will represent.
  </Step>

  <Step title="Confirm creation">
    Click **Create** (or the equivalent confirm button). AgencyHandy provisions the new workspace instantly.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Note>
  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.
</Note>

## Switch between workspaces

<Steps>
  <Step title="Open the workspace selector">
    Click your **workspace name** in the top-left corner of the interface to open the workspace dropdown menu.
  </Step>

  <Step title="Select the workspace">
    Click the name of the workspace you want to switch to. AgencyHandy loads that workspace immediately — no re-login required.
  </Step>
</Steps>

<Tip>
  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.
</Tip>

## 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.

<Warning>
  **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.
</Warning>

<Steps>
  <Step title="Switch to the workspace you want to delete">
    Use the workspace selector to navigate into the workspace you intend to remove.
  </Step>

  <Step title="Open Workspace Configuration">
    Click the **workspace name** in the top-left corner, then select **Workspace Config.** from the menu.
  </Step>

  <Step title="Go to General Settings">
    Inside Workspace Config., click **General Settings**.
  </Step>

  <Step title="Find the Delete Workspace option">
    Scroll down to the bottom of the General Settings page and click **Delete Workspace**.
  </Step>

  <Step title="Confirm the deletion">
    A confirmation prompt appears. Read it carefully, then click **Delete** or **Confirm** to permanently remove the workspace.
  </Step>
</Steps>

After deletion, you are redirected to one of your remaining active workspaces.

<Warning>
  **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.
</Warning>

## Workspace limits by plan

| Plan         | Workspaces included |
| ------------ | :-----------------: |
| Freelancer   |          1          |
| Team Starter |          1          |
| Business Pro |       Up to 5       |