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Managed client access

Understand sponsored workspace capacity and its billing owner before making changes.

Some agency accounts offer managed or sponsored client slots. These can provide a client workspace with access under the agency's arrangement. Availability, limits and terms must be read from the current account screen.

Assign and verify a slot

  1. Open the managed-client or sponsored-account area in your agency settings.

  2. Review available capacity and identify who pays for the arrangement.

  3. Select the exact client workspace and inspect the assignment summary.

  4. Confirm only the intended change, then verify the workspace's resulting access state.

  5. Check that teammates and clients still see the correct workspace and role.

Manage ongoing access

Use the slot list to inspect assignment and status. If a payment or capacity warning appears, read its effect and deadline rather than assuming the workspace will remain unchanged. A client may have their own plan as well as an agency relationship. Confirm which arrangement is active before changing either one.

End sponsorship carefully

Review the effect of unassigning a slot on client access, scheduled work and retained data. Coordinate a transition before making a change that could interrupt the client's workflow. Removing sponsorship is not the same as deleting the workspace or disconnecting its social accounts.

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