Your agency workspace is one login that reaches every client you manage. You do not get a separate password for each client, and you never sign in as a client.
1. Open the agency workspace
Signing in lands you in your own workspace. Use the workspace switcher to move into the agency view. If you see “Agency tier is disabled”, you have not switched yet - switch first, then retry the action.
2. Add the client
Go to Agency → Clients → Add client. A name and a slug are all that is required. creavio provisions the client’s managed workspace and a relay email address (managed-…@relay.creav.io) automatically, so a client workspace can exist before the client has ever received an email from you.
3. Open the client
Clicking a client opens their workspace with you still signed in as yourself. The session is scoped to that one client and expires after 30 minutes; reopening the client renews it.
4. What you can see inside a client
Connections, ads, reporting and social - all scoped to that client only. You cannot reach one client’s data from another client’s workspace, and neither can anyone else on your team.
Next
With the client created, connect their accounts. Most connections do not need the client to do anything - see Which connections need the client, and which don’t.