How do I create a workspace for a client?
On the Agency plan you create a client workspace from Platform home by choosing who it is for, adding your client's email, and your client is invited as Admin.
On the Agency plan you create a workspace for each client from Platform home. The workspace belongs to your organization, and your client is invited to it by email as Admin.
Before you start
Your organization needs the Agency plan, which includes 20 workspaces. At the limit, New workspace opens the plan upgrade dialog instead.
You need a workspace of your own first.
Create client workspaces from your own Agency account. A reseller's address does not show the For a client card.
Steps
On Platform home, click New workspace.
Click the For a client card. The other card, For me or my team, makes a workspace you use yourself.
Enter the workspace Name and your Client email. Both are required.
Click Continue.
Optionally enter Storage for this client (optional) in GB or TB. Leave it empty for no limit.
Choose a Data residency region. Tarkle suggests one from your location, and this field is required.
Click Done.
On either screen you can add a Logo, up to 10 MB. Click Back to return to the previous screen.
What happens next
Tarkle creates the workspace, shows a "Workspace created" message and opens the new workspace. You also see "Invitation sent to" followed by your client's email. Your client receives an email titled "Invite to join" the workspace, with an Accept invite button, and joins as Admin.
If something fails
The workspace is created first, so it exists even when a later part fails. If the invitation could not be sent, a message tells you to use Resend invite on the workspace in the hub. If the storage limit was not applied, a message says so, and you can set it with Assign limit on the workspace in the hub.