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 DNA, Halo Chat, Halo Studio, and saved assets for that name.

The Active brand control is at the bottom of the left sidebar (separate strip from the main menu). It shows the current profile name and an Active brand pill; open it to switch or create brands. Full brand management remains under Settings → Brands.

• Open /settings/brands (from the app: Settings → Brands, or your account menu) for the full list: search (when you have many brands), create, edit slugs on brands you own, and switching.
• Switch the active brand from the sidebar or from Settings 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, owners and admins can open Client portal & sharing: link one or more brands you have access to (which controls brand eligibility), then create no-login external review links per published asset for one-off stakeholders. For recurring collaborators, invite a client reviewer by email for account-based /portal access. Portal reviewers only see assets that are explicitly published from Asset Library to that workspace. Reviewers can leave notes, submit annotations, compare versions, and (when enabled) submit review decisions. Owners/admins can set the final outcome after feedback.

For higher-volume teams, use Review Center (/settings/workspaces/review-center) to filter by workspace and lifecycle state, then finalize outcomes in one queue. You can also issue external no-login review links for stakeholders who should not be full portal users, and create upload requests when you need files submitted through a secure token link.

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 restore them later if the plan still has room. Use Show archived workspaces on the Workspaces page to see hidden spaces.

Each workspace card includes Slack / Teams so owners and admins can add an incoming webhook (Slack) or Microsoft Teams workflow URL, choose which portal events post to the channel, and send a test ping. Other team members can open the same panel to read the recent delivery log. You can scope an endpoint to this workspace only or to the entire organization (all workspaces).

The same integrations panel includes Google Drive: owners and admins connect one Google account for the whole organization, then map a Drive folder per workspace. You can list files in that folder, import selected files into the Asset Library (pick a brand linked to the workspace), export an asset back to the mapped folder, and view recent import/export jobs. Background processing runs on a short schedule, so new jobs may take a few minutes to finish.

Use Settings → Team to invite staff collaborators (other roles). Client reviewer invites from Workspaces 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 DNA 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.