How do I create a workspace for a client?

You create a client workspace from the workspace hub. The workspace belongs to your organization, and your client is invited to it as Admin.

Updated Oct 28, 20262 min read

You create a client workspace from the workspace hub. The workspace belongs to your organization, and your client is invited to it as Admin.

Before you start

  • You need the Agency plan, and you must be the organization owner.

  • You need a workspace of your own first.

  • You need room under your 20-workspace limit.

Steps

  1. Open the workspace hub and choose New workspace.

  2. Choose For a client. (The other option is For me or my team.)

  3. Enter the workspace Name and your Client email. You cannot use your own email.

  4. Optionally enter Storage for this client (GB or TB). Leave it empty for no limit.

  5. Choose a Data residency region and, optionally, a logo.

  6. Create the workspace.

Tarkle then creates the workspace and sends your client an invitation as Admin.

If something fails

Tarkle sends the invitation and applies the storage limit on its own servers, so closing the tab does not stop them. The workspace is created first. If a message says the invitation was not sent, the workspace still exists and shows an Invite not sent badge in the hub. Open its menu and choose Resend invite. If the storage share was not applied, set it with Assign limit.

Related

Assign storage to a client workspace · How clients get access

Next: assign storage or check that your client received the invitation.

More in Agency plan

Agency plan limits

The Agency plan allows 20 workspaces and 6 TB of shared storage, with uploads up to 200 GB per file. This page compares Free, Pro and Agency and explains how the workspace limit and storage pool work.

Agency plan price and billing

The Agency plan costs $59 per month, or $49 per month billed yearly ($588 per year). There is also a one-time lifetime Agency plan at $299.

How do clients get access to their workspace?

Your client receives an emailed invitation as Admin of their workspace, creates or signs in to a Tarkle account, and sees only that workspace.

How do I assign storage to a client workspace?

Every workspace draws from your organization's shared 6 TB pool. You can give a workspace a storage limit so one client cannot use the whole pool.

How do I set up white label on the Agency plan?

White label makes Tarkle appear under your agency's name, logo, favicon and accent color for your clients.

How do I upgrade to the Agency plan?

You can upgrade from Free or Pro on the checkout page. Only the organization owner can do it.