Welcome to StoryChief! If you're a content agency that's just joined, this guide walks you through setting up client workspaces from scratch and getting the most out of multi-workspace management.
Your workspace structure
The parent workspace
Your first workspace is your parent workspace: this is your agency's own space, typically used for internal content, organization and account management. Billing and subscription settings are only available here, so this is where you'll manage your plan and add new client workspaces.
Client workspaces
Each additional workspace is dedicated to one client. All content, channels, users, and branding within a client workspace stay fully contained, so your clients never see each other's work, and you can switch between them instantly without logging out.
In this article
Start setting up your agency account
1. 📋 Clients' overview
When you log in, click your account name at the top left to see all your client workspaces at a glance, arranged in a hierarchical layout.
Click any workspace to switch to it instantly; no need to log out and back in.
Next to the workspace list, you'll see a content status overview: pending approval, overdue, approved, or declined. Click 'Hide details' to collapse this panel.
Below the list, you can create new workspaces for new clients.
🔔 Note: Each new workspace includes a 7-day free trial. To add it permanently to your agency plan, contact your account manager or email success@storychief.io.
2. ⚙️ Workspace settings & branding
Inside each client workspace, click your avatar at the top right and select 'Settings'.
Here you can:
Upload your client's logo
Adjust time zone, date, and number formats
You can also adjust each client's branding settings: Go to Settings > Agency to:
Hide billing details from your clients
Disable the weekly digest email for all workspace users
Disable approval reminder emails for all workspace users
Add custom branding so emails (approval requests, comment notifications, shared calendars, etc.) show your agency's or your client's name and logo
💡 Tip: Setting up branding early ensures every client-facing notification looks polished from day one.
3. 🤖 Train William AI for each client
Each workspace has its own William AI Agent that you can customize to match a client's industry, tone of voice, mission, and target audience.
Step 1. Click Strategy at the top and go to the Configure AI assistant page.
Step 2. Choose how to populate it:
Click 'Start setup wizard' — William pulls data from the client's website and pre-fills the fields automatically. You can tweak everything at any time.
Fill it in manually — type or paste details from other sources.
💡 Tip: Be as specific as possible. The better the input, the more relevant William's content ideas and suggestions will be. Update this page whenever a client's direction, competitors, or target audience changes.
4. 🔌 Connect plugins & skills to each client workspace
Each client workspace can be connected to the tools your or your client already uses: keyword research platforms, CRMs, social media insights tools, project management apps, custom APIs, etc. through StoryChief's Plugins & Skills page.
Once connected, you can add skills to tell William AI exactly how to use those tools: what to do, in what order, and with what context. The result is content strategy built on live data, specific to each client.
💡 Tip: Not sure where to start? See how other content agencies use plugins and skills with William AI; from turning a monthly performance report into next month's brief, to generating a full social calendar from a single campaign goal.
5. 🔗 Connect publishing channels
Publishing directly to all your clients' channels saves time and keeps messaging consistent.
Here's what you can connect per workspace:
✅ Social media channels
✅ (Optional) Email marketing platform
✅ (Optional) Ambassador list for employee or partner amplification
6. 🎮 Connect Google Search Console
Connecting each client's Google Search Console gives you direct access to search ranking data: keywords they rank for, click volumes, and visibility trends.
William AI uses this data to run weekly content audits: flagging pages losing traffic, surfacing underperforming keywords, and generating fresh content ideas. Once connected, up to a year of historical data is pulled in automatically.
It’s therefore a crucial connection to set up and it only takes a few clicks.
7. 💼 Invite your team
Whether you work with in-house copywriters, SEO specialists, social media managers, or external freelancers, everyone can collaborate inside client workspaces.
Each workspace has its own user list, so you can give team members access only to the clients they work on. This is especially useful for account managers or
coordinators with specific client portfolios.
Step 1. Go to the Users page inside each client workspace.
Step 2. Invite everyone who needs access and assign the appropriate role.
👉 See Working with multiple publishers, writers, and guest writers for a full overview of available roles.
8. 👥 Invite your clients (optional)
Once a workspace is set up, you can optionally invite your client to join.
Bear in mind that clients don't need a login to review content, approve or comment on articles and posts, or access shared calendars.
If they'd like to log in themselves, invite them with the Client role:
What clients can do | What clients can't do |
Create new content drafts | View analytics or workspace settings |
See content and campaigns they're invited to | Publish content |
Leave public comments | See internal team comments |
💡 Tip: Share the Welcome, client article with clients when you onboard them.
9. 📋 Duplicate content across workspaces
You can transfer articles or social posts to other workspaces; useful when reusing content across several clients or brands.
Step 1. Open the article or social post you want to copy, click the 3 dots menu, and select 'Duplicate to'.
Step 2. Select the target workspace from the dropdown.
🔔 Note: The duplicated piece includes content only — comments, collaborators, reviews, and editorial briefings are not carried over.
Step 3. Once done, a confirmation message will appear with a direct link to the new article or post in the selected workspace.
🎉 You're all set — your agency is ready to run!
Check out the next steps below for more in-depth guides.