2 Replies Latest reply on Sep 11, 2017 5:34 AM by Peter Crowell

    Workspaces and partitions for managing multiple client accounts?

    Peter Crowell

      I'm setting up an enterprise Marketo instance for my agency. We will offer automated marketing services for or clients, which means managing multiple email lists, asset collections, etc.

       

      I've been reading a lot, and here's what I've got so far as an initial plan:

       

      For each client, I plan to:

       

      • Set up a workspace
      • Put in a partition to keep that client's email lists separate
      • Add programs and assets relevant to each client within their respective workspace.

       

      I don't envision ever having a need to share assets, programs or lists between workspaces, so I'm fine with keeping everything separate, even if redundant.

       

      Can anyone comment on whether I'm on the right track with this, or suggest changes or additions to the thinking?

       

      Thanks!

       

      Peter Crowell