If you're an agency managing multiple client websites or a business with several web properties, HappierLeads Workspaces feature allows you to organize and manage each website separately while keeping everything under one account. This guide explains how to set up and manage workspaces efficiently.

Workspaces in HappierLeads are separate environments for tracking different websites. Each workspace represents one website or domain and maintains its own:

Think of workspaces like separate projects or client accounts within your HappierLeads account. You can easily switch between workspaces to view different websites without logging in and out.

Managing multiple websites for agency accounts

Keep each client's data completely separate and organized. No mixing of visitors, leads, or campaigns between different client websites. This makes reporting and billing much cleaner.

When the same visitor visits multiple client websites in your account, they only count as 1 credit total (not 1 credit per website). This can result in significant savings for agencies.

Invite team members to specific workspaces only. For example, your Client A team can access only Client A's workspace, while your account managers have access to all workspaces.

Quickly switch between workspaces from a dropdown menu in the header, without logging out or opening multiple browser tabs.

Follow these steps to add a new client website or workspace to your account:

You'll be prompted to provide information about the new workspace:

After creating the workspace, you'll have the option to configure:

You can skip these and configure them later from the workspace settings.

Each workspace has a unique tracking code. After creating the workspace:

 Each workspace must use its own unique tracking code. Do not use the same tracking code across multiple workspaces.

Once you have multiple workspaces set up, switching between them is simple:

Everything you see in the dashboard (leads, campaigns, automations, etc.) will be specific to the selected workspace.

 You can search for workspaces by name in the dropdown if you have many clients.

One of the most powerful features of workspaces is the ability to control which team members can access which workspaces.

For more details about team permissions, see our 

How to Manage Team Members and Permissions

Each workspace can be configured independently. To access workspace settings:

Important information about how billing works with multiple workspaces:

While credits are shared, you can still track credit usage per workspace:

This helps you understand which clients are driving the most identified visitors and can inform your pricing or service offerings.

Best Practices for Managing Multiple Workspaces

Adopt a consistent naming scheme for workspaces:

Create a checklist for onboarding new workspaces:

When a client relationship ends or a project completes:

Maintain documentation for each workspace:

Complete guide to managing multiple client websites using HappierLeads Workspaces. Learn how to organize clients, control team access, and maximize efficiency for agencies.

How to Manage Multiple Websites with Workspaces (For Agencies)

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