Multiple Organizations

Scale Plan

In Zenovay, each workspace (team) is its own isolated container — its own websites, members, data, and subscription. Creating multiple workspaces lets you separate different businesses, clients, or departments under a single login.

You can belong to as many workspaces as you like and switch between them at any time. There's no extra account to create — every workspace shares the same Zenovay sign-in.

When to Use Multiple Workspaces

Good Use Cases

Scenario	Why Separate
Agency with clients	Client data isolation
Multiple businesses	Separate billing
Departments	Different access needs
Subsidiaries	Legal separation
Dev/Prod environments	Risk isolation

Not Recommended For

Scenario	Better Alternative
Same company, same data	Use roles instead
Testing	Use a separate website
Different projects	Add more websites to one workspace

Creating Additional Workspaces

Step 1: Open the Workspace Switcher

Click the workspace name (with its avatar) at the top of the left sidebar to open the switcher.

Step 2: Create a New Workspace

At the bottom of the switcher you'll find Create new workspace. Selecting it starts a new, empty workspace that you name.

Step 3: Choose a Plan

Each workspace has its own subscription:

• New workspaces start on the Free plan
• Upgrade from Settings → Billing whenever you need more
• Billing is tracked per workspace

Step 4: Complete Setup

1. Add your first website
2. Invite members (if any)
3. Configure settings

Switching Workspaces

Workspace Switcher

Click the workspace name at the top of the sidebar to see all the workspaces you belong to. Each entry shows its name and plan. Pick one to switch into it — the dashboard updates immediately and data stays isolated per workspace.

If you manage agency clients, client portals appear in their own section of the same switcher.

Set a Primary Workspace

Your primary workspace is the one you land in by default after signing in. Set it from Settings → Account, in the Workspaces section.

Data Isolation

What's Separated

Each workspace has its own:

• Websites
• Analytics data
• Team members
• Goals and funnels
• Integrations
• API keys
• Billing

What's Shared

Across workspaces:

• Your user account
• Login credentials
• Personal preferences

Managing Multiple Workspaces

Your Workspaces List

To see every workspace you belong to in one place, go to Settings → Account and open the Workspaces section. From there you can switch in, set your primary workspace, open a workspace's settings, or leave a workspace.

Notifications

Notification preferences are set per user from Settings → Account → Preferences, in the Email notifications section. You'll receive alerts for the workspaces you're a member of.

Agency Setup

For Marketing Agencies

Organize clients with a workspace per client:

1. Create a workspace per client
2. Add the client's team as members
3. Use white-label branding (Enterprise)
4. Keep billing separate per workspace

Client Onboarding

Quick client setup:

1. Create a new workspace
2. Name it for the client, e.g. "Client: [Name]"
3. Set up tracking
4. Invite the client's contacts
5. Configure roles

Agency Dashboard

Scale Plan

The Agency dashboard gives you a single view across your client workspaces:

• Aggregate metrics
• Quick health checks
• Cross-client overview

Scale includes up to 3 agency clients; Enterprise includes 5 by default and adds white-label branding. See Agency Dashboard for details.

Billing Across Workspaces

Separate Billing

Each workspace:

• Has its own subscription
• Uses its own payment method
• Generates its own invoices

Manage a workspace's plan and payment details from Settings → Billing while you have that workspace selected.

Roles Across Workspaces

Role Independence

Roles are per-workspace. The same person can hold a different role in each one:

• Owner of one workspace, Viewer in another
• Admin in one, no access at all to a third
• Completely independent

Available roles are Owner, Admin, Editor, and Viewer. A workspace can have up to 3 owners.

Example

John's Roles:

Acme Analytics:     Owner
Client: TechCorp:   Admin
Client: StartupXYZ: Admin
Personal:           Owner
R&D Project:        Viewer

Moving a Website Between Workspaces

There's no automatic transfer between workspaces. To move a website:

1. Add the same domain to the destination workspace
2. Re-verify ownership and re-add the tracking snippet there
3. Remove it from the source workspace once the new one is collecting data

Historical data does not move with the domain — only new data collected under the destination workspace is retained.

Leaving or Deleting a Workspace

Leaving a Workspace

If you're a member (not the sole owner), you can leave a workspace from Settings → Account in the Workspaces section.

Deleting a Workspace

Only owners can delete a workspace, and it's permanent:

1. Switch into the workspace you want to delete
2. Go to Settings → Workspace
3. Select Delete Workspace
4. Type the workspace name to confirm
5. Confirm deletion

Before deleting, remember:

• All data is permanently deleted
• Members lose access
• This cannot be undone
• Export anything you need first (see Organization Settings)

After deletion the workspace is removed immediately, billing stops, and remaining members lose access.

Best Practices

Naming Convention

Use consistent names:

• [Company]: [Client] for agencies
• [Company] - [Department] for internal teams
• Clear, searchable names

Member Management

• Grant the minimum necessary role
• Review membership periodically
• Remove members when relationships end

Documentation

Keep records of:

• The purpose of each workspace
• Key contacts
• Billing responsibility
• Access policies

Troubleshooting

Wrong Workspace Active

If you're seeing the wrong data:

• Open the workspace switcher in the sidebar
• Check which workspace is selected
• Click the correct one

Access Denied

If you can't access a workspace:

• Verify your membership from Settings → Account
• Check your role permissions
• Contact the workspace owner or admin

Next Steps

• Agency dashboard setup
• White-label configuration
• Organization settings