How do I create a workspace for a client?

Create a client workspace from the workspace hub, and your client is invited to it as Admin.

Updated Nov 3, 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's email in Client email, then choose Continue. You cannot use your own email. Choose For me or my team for a workspace you use yourself.

  4. On the next screen, optionally enter Storage for this client in GB or TB. Leave it empty for no limit. To change the amount later, see assign storage to a client workspace.

  5. Choose a Data residency region. Tarkle suggests one from your location, and you can change it. Optionally, add a Logo.

  6. Choose Done. Tarkle creates the workspace and sends your client an invitation as Admin. To see what your client does next, read how clients get access to their workspace.

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 articles

More in Agency plan

Agency plan limits

Agency includes 20 workspaces, 6 TB of shared storage and 200 GB per file, and what happens at each limit.

Agency plan price and billing

Agency costs $59 a month, or $49 a month billed yearly, and the owner buys, upgrades and cancels it in Billing.

How do clients get access to their workspace?

Your client gets an emailed invitation as Admin of the workspace you made for them, and accepts it on Tarkle.

How do I assign storage to a client workspace?

Give a client workspace its own storage amount from the Dashboard, so it cannot use your whole shared pool.

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

Set your name, logo, favicon and accent color, then turn on White label on the Agency plan.

How do I upgrade to the Agency plan?

Only the organization owner can upgrade: Free pays on the checkout page, and Pro upgrades with its saved card.