--- title: "Manage Multiple Ad Accounts and Clients with Workspaces | Birch Course (formerly Revealbot)" description: "Manage many clients or brands in one Birch account: workspaces with their own ad accounts, budgets, KPIs and team access for each client." url: https://bir.ch/birch-course/workspaces-team-management --- [Back to Birch course](https://bir.ch/birch-course) # Manage Multiple Ad Accounts and Clients with Workspaces ## Transcript Hi, today I’ll show you how Workspaces in Birch help you stay organized and work with much more clarity. Whether you’re managing multiple clients, brands, or specific projects, Workspaces let you split your Birch account into clear, focused environments where everything related to a single project lives in one place. Inside each Workspace, you get a full control center for your ad accounts. ## Overview You start with the **Overview**, where you see your monthly budget, key KPI metrics, and performance insights across all connected ad accounts. This gives you a fast, high-level understanding of what’s working and where attention is needed. To keep you ahead of the curve, you can set up **notifications for significant or unusual changes**, ensuring you’re alerted the moment performance shifts. You can also **toggle between currencies** with a single click, making it easy to report and analyze data in the format that suits your client best. ## Hub Next, let’s move to the **Hub**. **The Hub** is where you get more control over your data. It uses server-side tracking to give you more accurate conversion results. The Conversions API and Signals Pixel work together to make your data clearer and your performance easier to measure. ## Performance Now let’s go to **Performance**. This is where daily work happens. You automate, analyze, and launch campaigns - manage rules, create ads, reports, and custom metrics. Everything here is limited to the current Workspace, so your actions always apply to the right ad accounts. ## Workspaces The main value of Workspaces is focus and clarity. Each Workspace shows only the ad accounts, rules, reports, and assets related to a specific client or brand. Your view stays simple and relevant at all times. ## How to set up Workspaces ### Starting with the Default Workspace Every Birch account starts with a **Default Workspace**, which you can rename and customize. From there, you can create additional Workspaces for different clients, brands, regions, or products - whatever structure works best for you. ### Connecting Ad Accounts to Workspaces Then you connect ad accounts directly to a newly created Workspace. One ad account belongs to one Workspace at a time. When an ad account is assigned to the workspace, it becomes active in Birch and is included in billing. When it’s removed, it’s fully disconnected. ### Managing Team Access with Members Finally, go to **Members.** Here you decide who gets access to each Workspace. This keeps information secure and ensures teammates only see what’s relevant to them, which is especially useful for agencies and multi-brand teams. ### The Benefits of Using Workspaces With Workspaces, your Birch account stays clean, structured, and easy to scale. Each client or project has its own space, your team works faster, and managing complexity becomes much simpler. Now that you know how Workspaces work, create your first one and see how much easier managing clients, brands, and projects can be. ## Related articles in Help Center [Workspaces: How to organize your Birch account](https://help.bir.ch/en/articles/9554603-workspaces-how-to-organize-your-birch-account) [Understanding Highlights & Widgets in Birch](https://help.bir.ch/en/articles/13015605-understanding-highlights-widgets-in-birch) ## Related blog posts ### Proper setup for running Meta (Facebook) ads for clients Ad Performance · July 14, 2025 · Reggie Paquette [Proper setup for running Meta (Facebook) ads for clients](https://bir.ch/blog/how-to-manage-facebook-ads-for-clients) Birch course 20 videos Getting Started - [Birch Platform Overview](https://bir.ch/birch-course/birch-platform-overview) - [Connect Your Meta, Google, TikTok and Snapchat Ad Accounts](https://bir.ch/birch-course/account-setup-configuration) - [Manage Multiple Ad Accounts and Clients with Workspaces](https://bir.ch/birch-course/workspaces-team-management) - [Birch Integrations: Slack, Google Analytics, AppsFlyer and More](https://bir.ch/birch-course/using-built-in-integrations) Analyze & Explore - [Ads Report Example: Meta, Google, TikTok and Snapchat in One Client Report](https://bir.ch/birch-course/building-cross-platform-reports) - [Ad Creative Analysis for Meta Ads: Creative Reports in Explorer](https://bir.ch/birch-course/creative-dashboards-in-explorer) - [Compare Meta Ads Audiences with Top Audiences](https://bir.ch/birch-course/audience-insights-in-top-audiences) Automate with Rules - [How to Automate Facebook, Google, TikTok and Snapchat Ads: The 6 Most-Used Rule Types](https://bir.ch/birch-course/most-popular-automation-rules) - [Custom Metrics for Meta, Google, TikTok and Snapchat Ads: Build Your Own Formulas](https://bir.ch/birch-course/creating-custom-metrics) - [Rule Logs and Activity: Why an Automated Rule Did or Didn’t Fire](https://bir.ch/birch-course/monitoring-rule-activity-logs) - [How to Scale Facebook Ads with 4 Automated Rules](https://bir.ch/birch-course/best-practices-for-meta) - [TikTok Ads Best Practices: 4 Automated Rules](https://bir.ch/birch-course/best-practices-for-tiktok) - [Best Practices for Snapchat](https://bir.ch/birch-course/best-practices-for-snapchat) - [Advanced Facebook Automated Rules: Timeframes, Comparisons and Rankings](https://bir.ch/birch-course/advanced-tips-for-automated-rules) - [Facebook Ads and Google Sheets: Automate Meta and TikTok Ads with Your Own Custom Data](https://bir.ch/birch-course/using-google-sheets-data-in-rules) Launch ads - [Ad Creative Testing in Bulk: Upload Creatives to Meta, TikTok and Snapchat from Google Drive with Stage](https://bir.ch/birch-course/stage-walkthrough-automatic-creatives-upload-and-ads-creation) - [Bulk Ads and Ad Sets Creation for Meta: Launch at Scale with Launcher](https://bir.ch/birch-course/creating-ads-at-scale-in-launcher) - [How to Set up Post Boosting Rules](https://bir.ch/birch-course/how-to-set-up-post-boosting-rules) - [Facebook Custom Audience and Lookalike Audience: Create and Manage in Birch](https://bir.ch/birch-course/creating-managing-audiences-in-birch) Server-side Tracking - [Set Up Meta Conversions API Gateway (Signals Gateway) for Server-Side Tracking](https://bir.ch/birch-course/birch-hub-signals-gateway) Birch course 20 videos [Book demo](https://bir.ch/demo) 14 · days free trial Cancel anytime No credit card required [Try Birch](https://app.bir.ch/signup)