Agency overview

Agency lets you run Spacebrain for your clients under your own brand. Each client gets their own separate workspace, and you manage branding, client access, setup, billing, and your custom domain from one place. This page is for agency owners and their team. It explains how Agency is organized and how to get your first client ready.

Before you begin

• Plan: Agency features come with the Agency plan. It includes SaaS mode, white label, and client rebilling. If your plan doesn't include Agency, the Agency pages show an upgrade prompt with View All Plans.
• Need something bigger? In Settings → Billing, on the plans tab, the Enterprise card has Contact us for a custom plan. Enterprise isn't bought online.
• Role: you need to be the agency owner, or have agency access, to change Agency settings.
• Stripe (optional): to charge clients through Spacebrain, you'll connect your own Stripe account in Rebilling.

Key terms

• Agency workspace: your own account. It holds your branding, client list, pricing tiers, and billing.
• Client workspace (sub-account): a separate workspace for one client, with its own users, contacts, connections, and usage. Clients never see each other's data.
• SaaS mode: clients can sign up, subscribe, and add their own payment method themselves, as if Spacebrain were your own product. In Spacebrain this is the Self-serve billing mode.
• Client connection: a secure request asking a client to give your agency access to their Meta or Google Ads accounts.

Where to find it

Open Agency at the bottom of the sidebar:

Use the Agency Overview

Open Agency → Overview.

• Next action shows the single most important thing to do. When everything is done, it says Your agency is ready for clients.
• The numbers show Clients, Credits used (current billing period), Client revenue (last 30 days collected), and Usage margin (current-month credit spread).
• Needs attention lists problems that could block revenue or access, such as Finish Stripe setup, Past-due clients, Scheduled billing changes, or Connection requests need attention. Select View clients to act on them.
• Recent activity shows the latest plan and billing changes across clients. Select Open rebilling for details.

Setup checklist

Work through the Setup checklist in order:

1. Agency identity – name and customer-facing subdomain (Complete profile).
2. Brand assets – a logo for your clients (Add logo).
3. First client – create a client workspace (Add client).
4. First connection – request access to a client account (Connect client).
5. Client billing – connect Stripe and enable charges (Set up billing).
6. Custom domain – verify the domain clients will use (Configure domain).

Open a client's workspace

1. Open Agency → Sub-accounts and find the client.
2. Select Manage to open their details, then the Login to Sub-Account button (or select Impersonate in the list).
3. A banner at the top shows Viewing as and the client's name.
4. When you're done, select Exit → in the banner to return to your agency dashboard.

Inside the client's workspace you see what the client sees. Home only shows features the client's plan includes. For example, if AI chat isn't enabled for them, Home says AI Chat is not enabled for this sub-account. Contact your agency to enable it. Home layout preferences you set there are saved on your device for that client.

Before changing anything, check the client name in the banner. Make only the change you agreed with the client, and leave when done.

Launch your first client

1. Complete General: name, logo, colors, and privacy and terms links. See branding, domains, and rebilling.
2. Create the client in Sub-accounts and choose their plan and billing mode. See sub-accounts and client connections.
3. Use the Setup tab to install the client starter kit. See client setup kits.
4. Invite the client's admin from the Users tab.
5. Send a Client Connections request for their Meta or Google Ads accounts, if you need them.
6. Test one real task inside the client workspace, such as a form submission reaching the CRM.
7. Set up rebilling and your custom domain.
8. After the first month, check usage and invoices with the client.

The agency operator walkthrough turns this into a step-by-step checklist.

Worked example

Brightside Marketing signs up for the Agency plan. On Overview, the checklist says Complete profile, so they add their name and logo in General. They add their first client, a gym, and install the starter kit from Setup. They send a Client Connections request for the gym's Meta ad account and connect Stripe in Rebilling. The Next action card now reads Configure domain, so they set up portal.brightside.com.

If something goes wrong

FAQ

Does opening a client's workspace move their data into mine?

No. Their data stays in their workspace. You're just viewing it as them.

What's the difference between SaaS mode and agency-managed billing?

With SaaS mode (Self-serve), clients manage their own subscription and payment method. With Agency-managed, you choose their plan and bill them yourself.

What happened to the Scale plan?

It's no longer offered as a plan you can pick. SaaS mode is now included in the Agency plan, and larger organizations can contact us about Enterprise. If you already have a subscription, your billing page shows the price you're contracted at.

Next step

Create your first client: Sub-accounts and client connections.