The client workspace

Every client in your portfolio has a workspace: the home for everything about that client. Open a client from the portfolio and you’re in their world: their Sites, their scan status, their recent activity. The workspace is what keeps a thirty-client portfolio manageable. Nothing from one client ever mixes with another, and everything you do for a client starts from their workspace.

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What’s in the workspace

• The client’s Sites: each with its headline numbers (Visibility, Share of Voice, Sentiment) so you can see how the client is doing without opening every dashboard
• Recent activity: completed scans and other events for this client
• Add Site: new Sites for this client are created here, not from the platform level

A brand-new client’s workspace walks you straight into adding their first Site; see Adding a client.

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Navigating client-first

The sidebar and breadcrumbs carry client context with you:

• At the portfolio level, the sidebar lists your clients.
• Inside a client workspace, the sidebar shows that client’s Sites.
• Inside one of their Sites, you get the full site-level navigation (Insights, Scan Settings, Site Settings) exactly as a business account sees it, with the breadcrumb showing which client you’re working in.

The pattern to remember: portfolio → client → Site. Everything drills down and the breadcrumb is always the way back up.

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Multi-brand clients

A client with several brands or websites gets several Sites inside the one workspace. The rule is the same as everywhere in Onsomble: one website or brand, one Site. The workspace keeps them grouped under the client while their scan data stays cleanly separated.

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What’s next