Resources

FAQs

Everything you need to get set up and make your first plan with confidence.

Do I need a separate workspace for each client in Margo?

Yes, and we’d recommend it. If you’re an agency or a freelancer, a workspace per client keeps information organised and lets you manage access by account. If an account director only works on certain clients, you can make sure they only see those workspaces, keeping client work confidential. To manage access, go to Settings > Members within each client workspace and adjust viewer and editor permissions from there.