Best Practices and Workflows

14.1 For Agencies

  • Workspace per client

  • Assign client-specific team members

14.2 For SMBs

  • Workspace per department

14.3 For Consultants

  • Workspace per engagement

14.4 For Freelancers

  • Workspace per revenue stream


Why This Structure Works

  • Fully hierarchical

  • Covers every tab and feature

  • Separates role-based views

  • Includes ICP use cases

  • Scalable if features expand

  • Layout-independent

  • Enterprise-ready documentation

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