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In Agency mode, people from your clients join Slate as client users. They work in their own workspace with your team, but they never see other clients or your agency’s internal data.

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Why it matters

Clients can approve work, answer questions, and read updates inside Slate. Notes, money, health, and calls stay private to your agency.

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Organization roles in Agency mode

In an agency organization, Members who aren’t admins don’t see Members or Usage in Organization settings. See Organization settings for the rest of the role rules.

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Who sees money

Retainers, project values, hourly rates, and contract files are visible to Owners, Admins, and the client’s account manager and account director. Everyone else sees Hidden.

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What client users see

Client users see only the workspaces you invite them to. In those workspaces they can:
  • Work on tasks with your team. A task waiting on them shows “‹Agency› needs: ‹what you need›”.
  • Get reminders from your team in their Slate inbox and by email.
  • Open weekly updates you share. They appear in the workspace’s Artifacts.
  • See tasks created from your notes. Those tasks are visible to everyone in the workspace.
Client users never see:
  • The Agency page, the Agency row in the workspace switcher, or Clients in Search.
  • Your HQ workspace, other clients’ workspaces, or the organization’s member list and usage.
  • Notes, money, contracts, health, client calls, or the client health report.
If a client user opens an Agency link, Slate shows “You don’t have access to this page.”

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Invite a client user

Only Owners and Admins can invite people from Organization settings.
  1. Click the Settings icon on the sidebar rail and choose Organization settings.
  2. Open Members and click Invite people.
  3. Under Who are you inviting?, choose Client.
  4. Add their email addresses.
  5. Under Workspaces, pick the client’s workspace. HQ isn’t available for clients.
  6. Pick their Role in those workspaces.
  7. Click Send invite.
Invite people dialog with Who are you inviting? set to Client, and the workspace picker grouped into HQ and Clients

Inviting a client user

If you add an email from one of your agency domains, Slate suggests inviting that person as Agency team instead. To invite your own staff, choose Agency team. Staff can use the Agency page and HQ.

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Make an existing member a client user

When members have a client’s email domain, the Members page shows a banner, for example “3 members look like client users.” Click Review to mark them in one step. To change one person:
  1. Open Organization settings → Members.
  2. Change the person’s Organization role to Client.
  3. Click Make Client to confirm.
The person loses access to HQ, the Agency page, and the member list. They keep the workspaces they’re already in. Setting someone to Client also removes them from client teams.

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Client admins

A client user can be an Admin of their own workspace. A client admin can invite more client users to the workspaces they’re in. They can’t change your agency staff. In the workspace’s Team page, staff show as “Managed by ‹your organization›. Ask them to change it.”

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Troubleshooting

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What’s next