When to use workspaces

Three approaches to creating dashboards for multiple clients

• One master account with multiple shared dashboards/links
• Separate workspaces for each client
• Hybrid

Master Account with Shared Links

In this approach, all data sources and dashboards are centralized in the master account. Clients are provided with links to access the dashboards.

Advantages:

• Everything is in one place, making it easier to manage.
• New reports can be easily created by copying existing ones.
• Workflows can be designed to process data for all clients simultaneously.

Disadvantages:

• With a large number of clients, managing data sources can become confusing.
• Limited client self-service: clients cannot connect their own data sources or modify reports without your involvement.

Separate Workspaces for Each Client

In this approach, a separate workspace is created for each client, with data sources and dashboards managed within these isolated workspaces.

Advantages:

• Privacy guaranties
• Client self-services: clients can connect their own data sources and create or modify reports.
• Clients can invite their team members to the workspace.
• Better Access Control

Disadvantages:

• Changing settings requires switching between workspaces.
• More steps are needed to copy reports and workflows between workspaces.

Hybrid

You connect all data sources to the master account and then share the data with individual workspaces.

For example, consider a Facebook Ads account that manages the advertising accounts for multiple clients. Connecting this account directly to workspaces is inconvenient and risky because one client might see another client's data.

Instead, you can connect the large Facebook Ads account to the master account, filter the data, and share only the necessary information with specific workspaces.

Then, within these workspaces, you can create individual dashboards.

Use Case: Create dashboards for five clients

Let's say you manage five GA4 accounts and need to share dashboards with clients. Your approach will depend on how you plan to handle data sharing.

If your goal is to grant all users or team members access to all five GA4 accounts, there's no need to use Workspaces. Instead, you can connect all GA4 accounts within your main "master" workspace.

However, if separate access is required, we suggest the following steps:

1. Create Workspace #1: Link GA4 #1 and invite users of website #1 to this workspace.
2. Create Workspace #2: Link GA4 #2 and invite users of website #2 to this workspace.
3. Continue this pattern up to Workspace #5, each linked with its respective GA4 account and users of the corresponding website.

Important Note: When connecting a GA4 account, don't do it within your master account. Instead, sign in as the client and connect GA4 within their workspace.