Agency client workspaces

Effective from

In short

Switch clients, fund wallets, keep escrow on the right books.

How it works

Stay signed in as the agency. Each client has its own wallet. Escrow debits the client; markup settles to you separately. Creators still see your agency name.

Setup

  1. Add a client

    Name, billing currency, and optional markup. Only active clients can get new campaigns.

  2. Fund the client wallet

    Top up on the client page. Managers can run campaigns; funding needs wallet permission.

  3. Switch context

    Use the topbar switcher (or ⌘K) to filter campaigns and Discover. Your login stays the agency.

  4. Create for that client

    Pick the client in the campaign wizard. Escrow still comes from their wallet.

Client wallet

Fund this wallet before publishing. Switch to this client in the topbar to filter lists. Suspend freezes new spend; existing escrow still settles.

Where this appears in-product

  • Clients - list, create, and archive workspaces
  • Topbar switcher (or ⌘K) - filter campaigns and Discover without changing login
  • Campaign wizard - pick the client so escrow comes from that wallet

Company

Neerstack LTD (RC8530959)
19, Church Street, Ilupeju Iloye, Adalemo, Sango Ota, Ogun State, Nigeria