Building for clients
Give each client their own workspace, invite them in, and let them pay for their own plan.
A workspace holds forms, submissions, webhooks, API keys and one plan. If you build sites for clients, give each client a workspace of their own. Their leads, billing and access then stay separate from every other client, and from your own projects.
Set up a client workspace
- In the dashboard, open the workspace menu and create a new workspace named after the client.
- Add the client's forms and connect them to the site. Test from
localhostwhile you build; the workspace stays in test mode until it has a plan. - Under Members, invite the client by email. Pick Owner if they should be able to manage everything, including billing and deleting the workspace.
- When the site goes live, the client picks a plan from Billing, so it's on their card from the first charge.
Plans belong to a workspace, not to a person. One account can be a member of any number of workspaces, and switching between them doesn't sign you out.
Roles
| Role | Can |
|---|---|
| Member | See forms, submissions, webhooks and billing, pin forms and send test submissions |
| Admin | Everything a member can, plus create and change forms, webhooks, API keys, notifications, members and billing |
| Owner | Everything an admin can, plus invite other owners and delete the workspace |
Only owners can invite owners. Deleting a workspace cancels its plan and removes its forms and submissions, so export anything the client wants to keep first; see Exporting submissions.
Hand a site over
- Make sure the client is an owner of the workspace.
- Point notification emails at the client's address in Notifications if they should get each submission.
- Leave the workspace from its settings, or keep yourself as an admin if you still maintain the site.