Brands vs workspaces in Settings

In Settings, Brands and Workspaces answer different questions. Using the right page keeps your account organized and avoids mixing up "which brand am I working in?" with "where does this client's access live?"

Brands (Settings → Brands)

Brands are brand profiles in Eklipsa. The profile you set as active controls workshop progress, Brand Intelligence, Halo Chat, Halo Studio, and saved assets for that name.

Switch or create brands from Clients → Brands in the sidebar or from Settings → Brands (/settings/brands). The page shows which profile is active, search (when you have many brands), create, edit slugs on brands you own, and switching.

• Open /settings/brands (from the app: Clients → Brands, Settings → Brands, or your account menu) for the full list.
• Switch the active brand from that page when you want the rest of the app to use another profile.
• Create additional brands when your plan allows (for example, separate companies or engagements). The page shows how many brand profiles you are using versus your plan.
• If you own a brand, you can Edit its name and URL slug (the slug must stay unique). Shared brands show your role (for example Admin or Member) on the card.
• On eligible organization roles, you may also see how many client workspaces link a brand for portal sharing, with a shortcut to Settings → Workspaces.

Workspaces (Settings → Workspaces)

Workspaces belong to your organization. They split work into areas such as:

• Internal — your studio's own work (available on plans that include workspaces).
• Client — a dedicated space per client on Strategist or Agency, with limits depending on your plan.

When you first use the signed-in app, Eklipsa ensures you have a personal organization (Founder-level) if you are not already a member of any organization, so Team and Workspaces always have a place to attach. The organization name is taken from your profile or your sign-in provider (for example Google account name) when available. If you have a pending team invitation by email, we wait to create that personal organization until the invite is no longer pending, so you are not blocked from joining the team you were invited to.

On a client workspace, day-to-day work lives on the Client Portal: link brands on the Brands tab, invite client reviewers on the Stakeholders tab, and finalize on Reviews. Settings → Workspaces keeps org-wide admin plus guest no-login review links for one-off stakeholders who should not become portal users. For recurring collaborators, invite a client reviewer by email for account-based live view (/portal) access — available on Strategist and Agency. Unlinking a brand asks you to confirm and immediately hides that brand from the client; published items stay in your history until you republish. Reviewers only see assets that are explicitly published from Asset Library to that workspace. Reviewers can leave notes, compare versions, and approve or request changes (view-only guests cannot approve). Owners/admins can set the final outcome after feedback.

To make the final call, open Clients → Overview (the client list), then Open Client Portal, then the Reviews tab. Request files and share materials from the same Client Portal Materials tab. Clients see this as Files in the live view. Read client answers on the Client input tab. You can also issue external no-login review links for stakeholders who should not be full portal users. Settings cards use Open Client Portal.

Owners and admins can also rename a workspace, archive one you no longer need (archived client workspaces stop counting toward your plan's client-workspace limit and clients lose live access until you restore), and restore them later if the plan still has room. Archive and restore are available on the Client Portal page for that client, and on the Workspaces settings page. Use Show archived workspaces on the Workspaces page to see hidden spaces. Restoring brings back reviewers and published items that you did not already revoke.

Use Settings → Team to invite staff collaborators (other roles). Client reviewer invites from the Client Portal Stakeholders tab use the same secure email link flow as Team. The Team table includes a Workspace column so you can see which client space each reviewer (or pending reviewer invite) belongs to.

When staff members accept a team invite, Eklipsa auto-grants access to one default starter brand. Owners and admins can then open the member's Brands dialog in Team settings to adjust exactly which brand profiles that person can access.

How they work together

Pick the workspace structure and team access that match how you deliver work. Pick the brand that should be active in the product for Brand Intelligence and content. The two settings screens link to each other for a quick reminder.

For the technical boundary (schemas and APIs), see the internal guide docs/technical/brands-and-workspaces.md in the repository, or ask support if you are unsure which to set up first.