Workspaces, client accounts and your team

Workspace vs. client account

• A workspace is your company: billing, team and settings live here.
• A client account is one brand being tracked: its own tracking domains, script, integrations and data. Agencies have many; a single business usually has one.

Switch between client accounts from the account menu at the top right. Every page, report and setting shows the active account only.

Roles

Role	Can
Owner	Everything, including billing and deleting the workspace
Admin	Manage team, accounts and integrations
User	View reports and data for the accounts they are given

Invite people from Settings → Team. An invite can be limited to specific client accounts, which is how you give a client read access to only their numbers.

Sign-up and approval

New Wexlyn accounts are switched on by the Wexlyn team after sign-up. Teammates you invite skip that queue and get in as soon as they accept the invitation.

Security

• Passwords need at least 8 characters.
• Two-factor authentication (authenticator app) is available under Settings → Security and is required for Wexlyn staff.
• Every admin action and every "view as user" session by Wexlyn staff is written to an audit log.