For agencies and resellers

The platform, then agencies, then workspaces.

A sales-training company or a consultancy can run the product for its own clients, each client in its own workspace.

• Branding is per agency. Its logo and name appear on the sign-in screens, the lockout pages, and the app chrome its clients see.
• Invitations go out in the agency's name. An email inviting someone into one of its client workspaces comes from the agency, and says the workspace is on the agency, not on us.
• The way out of the app follows the same rule. The agency mark is a link to the agency's own website, in the app chrome and on the signed-out screens alike: sign-in, sign-up, both invitation pages, password reset, and every lockout page.
• An agency with no website configured is never sent to ours. Inside the app the logo just goes back to the dashboard, and on the signed-out screens it is not a link at all.
• Agency staff can look into a client workspace to help, and a banner says so plainly while they do.
• The agency console has its own Preferences page, next to your email and Sign out, where each person picks Light, Dark or Automatic for themselves.
• Each workspace still brings its own Anthropic key. Agencies do not cover their clients' analysis costs.

Workspaces lists every client workspace under the agency, with its seats, its status and where its billing stands. A workspace that takes its deal payments on the platform's Stripe account carries a Payments to label naming that account's owner. Only a platform admin sets it, so for you it is information, not a control. An agency owner or admin works it. Each row has one button, Open workspace, which takes you into it, and a Manage menu for everything else:

• Billing and price opens that workspace's billing page. The billing label on the row opens it too.
• Comp indefinitely keeps a workspace open for free, with no trial end to lock it out, for a demo, your own team or a client you have decided not to bill. It does not cancel a subscription the workspace already pays, because comping and cancelling are separate decisions. Stop comping takes effect at once, so a workspace whose trial has already ended is locked out straight away.
• Cancel at period end keeps the workspace open until its paid period runs out, and Reactivate undoes that before it does. Restore reopens a suspended workspace, if the agency has room for it.
• Terminate now closes an active workspace immediately, and Delete permanently removes a suspended or cancelled one with everything in it. Both ask you to type the workspace's short name first.

On People, every person has an Edit workspaces button. It puts someone into any workspace under the agency, or takes them out, without opening that workspace first. Search the list by name or email to find them.

What it does depends on whether they already have an account:

• They have an account. They are in the workspace straight away. No email, nothing for them to accept.
• They do not. They get the ordinary invitation to accept, because nobody should have an account created for them that they never asked for.

Seats work exactly as they do when inviting from inside a workspace: the workspace's own paid seats are the limit, and setters do not use one. Seats belong to the workspace, not to the agency.

Taking someone out is refused while they still hold contacts, whether they own those contacts or only follow them. Move both first, under Contact ownership on that workspace's Team page. The refusal comes with a button that takes you there.

Changing an existing member's role still happens on the workspace Team page, where the manager assignments and the last-owner rule sit next to it.