In two lines: if you're an agency or an independent marketing professional (freelance), MB Suite organizes your work in two levels: your Workspace (your agency or your operation) and the Accounts (your clients). The workspace contains all the accounts.
The Workspace (your agency)
It's your agency's main space. From the workspace you manage your team, set up integrations, control billing and define which modules are active. All your team members belong to the workspace.
The Accounts (your clients)
Each Account represents a client or project. It has its own profile (name, logo, industry), its own data connections and its own dashboards. You can create as many as your plan allows.
How do they relate?
- The workspace contains all the accounts.
- Members are defined in the workspace and assigned to one or more accounts.
- Some data, like contacts and tasks, can be inherited from the workspace by the accounts.
- Billing can be centralized in the workspace or delegated to each account.
Create one account per client: that way their data, dashboards and access stay separate, and you can give each member access only to the accounts they manage.
Still have questions?
Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it directly about what you see on screen.