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Agency App

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Agency App

Section titled “Agency App”

Manage client workspaces and scale your agency business

Overview

Section titled “Overview”

The Agency App lets you create dedicated workspaces for clients, automatically invite them with appropriate access, and manage permissions—all without sharing your main workspace.

Ideal for:

  • Marketing agencies managing multiple client campaigns

  • Consultants providing funnel-building services

  • Service providers who need to give clients their own dedicated space

Requirements

Section titled “Requirements”

  • Access Level: Team Administrator (workspace-level admins cannot create client workspaces)

  • Subscription: Agency Plan

  • Client Workspaces: Up to 50 (archived workspaces don’t count against the limit)

  • Included: The Agency Plan includes unlimited funnels and domains for the Agency Owners Workspace, plus API Access

For Agency Owners

Section titled “For Agency Owners”

Create a Client Workspace

Section titled “Create a Client Workspace”

  1. Navigate to Apps > Agency App from your main workspace

  2. Click Add Client Workspace

  3. Search for (or create) a contact and select them

  4. Enter a workspace name (visible to the client)

  5. Click Create Workspace—the system provisions the workspace, sends an invitation, and grants admin access automatically

Workspace Creation Status

Section titled “Workspace Creation Status”

  • Pending — Creation has not started

  • Creating Workspace — Workspace is being provisioned

  • Workspace Created — Workspace exists; invitation not yet sent

  • Client Invited — Invitation email sent to client

  • Client Accepted — Client has access to their workspace

Manage Client Workspaces

Section titled “Manage Client Workspaces”

  • View all client workspaces: Go to Apps > Agency App to see the full list with status, dates, and client details

  • Switch between workspaces: Use the workspace switcher—Team Workspaces shows your agency workspaces; Client Workspaces shows those created via the Agency App

  • Identify client members: In Team Settings > Team Members, client accounts display a “Client” badge

Agency Owner Permissions

Section titled “Agency Owner Permissions”

As a team administrator, you can:

  • Create and view all client workspaces

  • Access any client workspace for support

  • Manage team settings and billing

  • Remove or modify client access via Team Settings > Team Members

For Clients

Section titled “For Clients”

Accept Your Invitation

Section titled “Accept Your Invitation”

  1. Check your email for an invitation from ClickFunnels

  2. Click the invitation link

  3. Create an account or log in with an existing account

  4. Accept the invitation to access your workspace

What You Can Do

Section titled “What You Can Do”

Full Access:

  • Funnels & Pages—create, edit, publish

  • Contacts—view, manage, segment

  • Products & Orders—full management

  • Sites—always enabled for clients

  • Email Marketing & Workflows (if enabled)

  • Integrations—create OAuth connections

Restricted:

  • Team Settings (agency-managed)

  • Billing (agency-managed)

  • Other client workspaces (privacy)

  • Agency-level features

Add Collaborators to Your Workspace

Section titled “Add Collaborators to Your Workspace”

  1. Go to Workspace Settings > Collaborators

  2. Click Add Collaborator and enter their email

  3. Select their permission level and send the invitation

Roles & Permissions

Section titled “Roles & Permissions”

  • Owner — Full control over the team (Team creator only)

  • Admin — Manage team settings and members (Team admins)

  • Billing — Manage billing and subscriptions (Billing contacts)

  • Client — Access to assigned workspace only; cannot combine with Admin or Billing roles (Agency clients)

App Add-ons

Section titled “App Add-ons”

Client workspaces automatically receive the Sites App. Additional apps can be purchased as add-ons:

  1. Navigate to the Apps page

  2. Click on the app requiring an upgrade (links directly to purchase)

  3. Complete purchase—you’ll be returned to the app automatically

Troubleshooting

Section titled “Troubleshooting”

Can’t see the Agency App:
Ensure you’re logged in as a team administrator and viewing from your main workspace (not a client workspace).

Client didn’t receive invitation:
Ask client to check spam; verify email address; wait a few minutes and check status in Agency App.

Workspace stuck in “Creating” status:
Wait a few minutes and refresh; contact support if unchanged after 10 minutes.

Client can’t access workspace:
Verify invitation was accepted; confirm client is using the invited email; check membership status in Team Members.

Can’t add collaborator:
For existing team members, search by email; system will discover matching memberships; ensure you have workspace admin permissions.

“Add new client workspace” is disabled:
You’ve reached the 50-workspace limit; archive unused workspaces to free slots.

FAQ

Section titled “FAQ”

Can I convert an existing workspace to a client workspace?
No. Client workspaces must be created through the Agency App.

What happens if a client doesn’t accept their invitation?
The workspace remains in “Client Invited” status. You can resend the invitation or contact the client directly.

Can clients upgrade their plan?
Billing is managed by the agency. Clients should contact their agency for plan changes.

Why can’t clients see Team Settings?
Team Settings is reserved for team administrators. Clients manage their workspace through Workspace Settings.

Can clients connect their own integrations?
Yes. Clients can create OAuth connections and integrations for their specific workspace.