See also

Agency White Label Sub accounts Automate the retrieval of transaction data When to use workspaces Users in Workspaces Sharing Dashboards Between Workspaces Manage multiple accounts simultaneously Share data between workspaces

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feature agency solution developers
07 Oct 2024 06:19 PM

Workspaces and Sub-accounts

Workspace is a separate account, which is associated with your ‘master’ account and which you can share with your clients.

You can access and manage this workspace, but in terms of storing data it is separated from the ‘master’ account and other workspaces.

Users from workspace A can't see data from workspace B.

Sub-account is the same as workspace.

Workspace User is a user within a specific workspace. Within this workspace, data is accessible to all its users, ensuring information sharing among them. However, this data is not shared or accessible between different workspaces.

Workspaces and users are different. A workspace can contain one or many users. Think of a workspace as a separate database or team.

Use cases

  • Agencies: sub-accounts and dedicated dashboards for clients
  • Developers: user accounts for your SaaS application
  • Organizations: create data silos on a need-to-know basis with fine-grained access control. You can create a workspace and grant an employee access with restricted permissions. Then, share data within the workspace and select only specific accounts or create workflows that filter the data.

Workspaces list

https://app.getconduit.app/r/agency/workspaces/
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Workspace settings

You can control what users can and cannot see within a workspace.
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Deleting a Workspace

You can delete an existing workspace and create a new one. Only active workspaces are counted.

Please note that deleting a workspace is irreversible.

How to Log In to Workspace

Login directly in the Workspaces UI
In this scenario, you won't need to manually create a new user. Just click the "Login As Me" button.
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You have administrative rights in the Workspace.

When you need to return to your master account, click logout (the bottom left menu).

Login as a restricted user
To log into Workspace, you need to have at least one user in the Workspace.

  1. Go to the Workspaces list: https://app.getconduit.app/r/agency/workspaces/
  2. Click on the “Login as” button for the user whose account you want to log in to.

Login via Fast Account Switch

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How to Buy Additional Workspaces

The number of users in a workspace is defined by your plan, as is the number of workspaces.

If you need more workspaces or have questions, please contact our customer success

Schedulers in Workspaces

Schedulers can be set up for each workspace without any restrictions.

You can schedule data imports by specifying the day of the week and hour.

When to use workspaces
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Users in Workspaces
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Compiling Client Reports
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Share data between workspaces
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