For Agencies
Can I manage multiple client workspaces in SyncSignature?
Yes. On the agency plan you can create as many client workspaces as you need from a single account, and switch between them without logging out. Each workspace is a self-contained tenant.
Isolation is the important part, and it is stricter than people expect. Templates, teammates, groups, and signatures all belong to the workspace they were created in. A template you build for one client does not appear in another client's template list, and a teammate added to one workspace is not visible from any other. That is what keeps client data separate, and it is also the reason you cannot reuse a template across clients without rebuilding it.
Before you start
| Requirement | Where it lives | Notes |
|---|---|---|
| Agency plan active | Your account | Multiple workspaces is a plan feature, not a setting you can turn on |
| Owner role | The account | Only the Owner sees Create Workspace. Managers cannot create or delete workspaces |
| Free signatures in the pool | Account page | A workspace with no allocation produces no signatures |
How to create a client workspace
- Open the workspace switcher. It sits at the bottom of the left sidebar and shows your current workspace name.
- Click Create Workspace. This option only appears if you are the Owner and your plan includes multiple workspaces. If you cannot see it, check both.
- Name it after the client. The name shows in the switcher and in the Account table, so use something you will recognize in a list of thirty.
- Allocate signatures to it. This is the step that is easy to miss. A new workspace starts with no capacity, so open Account, find the new workspace row, and raise its Signature limit. See how to adjust the number of signatures for multiple workspaces.
- Build the client's template and groups inside that workspace. Switch into it first, or you will build them in the wrong tenant.
How to switch between workspaces
- Open the workspace switcher at the bottom of the left sidebar.
- Select the workspace you want from the list. A check mark shows which one is currently active.
- Confirm where you are before you edit anything. The switcher button always shows the active workspace name. Templates, teammates, and groups you see from here on belong to that workspace only.
Switching is not role restricted. Anyone who has been added to more than one workspace can move between the ones they belong to.
Common issues and fixes
| Issue | Cause | Fix |
|---|---|---|
| A new workspace produces no signatures | No signatures allocated to it from the pool | Open Account as the Owner and raise that workspace's Signature limit |
| Create Workspace is not in the switcher | You are not the Owner, or the plan does not include multiple workspaces | Sign in as the Owner, or check your plan |
| A template is missing in a client workspace | It was built in a different workspace | Rebuild it in the client's workspace. Templates do not cross tenants |
| Teammates added to the wrong client | The switcher was on another workspace | Remove them there, switch to the correct workspace, add them again |
| Teammates import but get no signature | That workspace is at its signature limit | Raise the limit, then assign them to a group |
Related articles
- What is the agency plan in SyncSignature explains the shared signature pool these workspaces draw from.
- How to adjust the number of signatures for multiple workspaces covers moving capacity between clients.
- How do I invite clients to manage their own signatures covers giving a client access to their own workspace.
- How do I assign templates to a client workspace covers getting a template in front of a client's team.
Still stuck? Email support@syncsignature.com and include your agency account name and the client workspace you are working in.