How to keep client data isolated across workspaces

Keep each client’s projects, members, and reporting isolated by using separate workspaces and careful invites.

Prerequisites

Organization owner or workspace admins who control invites

Isolation is a membership and workspace design problem: projects never cross workspaces, but people will if you invite them to the wrong team.

Isolated workspaces — Projects stay scoped to the active workspace.

Steps

Use one workspace per client (agency pattern). Do not co-mingle unrelated brands in one project list.
Before inviting anyone, switch to the target workspace and confirm the header shows the correct client name.
Invite internal staff only to workspaces they support; invite clients only to their own workspace with a read-only role.
Never share org-owner credentials with clients. Billing, roles, audit, and notification admin stay org-owner only.
When generating reports or schedules, confirm the report is created from the correct workspace reporting area.
Periodically review Organization settings → Workspaces and each workspace’s Team membership for stale invites.

Outcome

Client data remains separated by workspace boundaries. Cross-client leakage is prevented by invite hygiene, not by hoping operators remember which project is which.