Bïrch helps agencies manage multiple clients, brands, and projects without clutter. With Workspaces, you can keep ad accounts, rules, reports, and insights neatly separated - giving your team and clients exactly what they need. This guide walks through setting up your Bïrch account the right way: from connecting platforms to organizing Workspaces, team access, rules, and client reporting.
1. Connect client ad platforms
Before you can manage a client's account, the profile you connect to Bïrch must have full admin rights to their ad accounts and pages — on every platform.
For full connection steps, profile types, and troubleshooting, see:
Note: You can connect up to 15 business accounts or personal profiles per platform. If a team member is leaving, connect another profile with admin rights to the same accounts before removing theirs — otherwise, the associated rules will be drafted, and launching templates will turn into drafts.
2. Organize clients into Workspaces
The standard agency structure is one Workspace per client. Each Workspace is fully isolated — its own ad accounts, rules, reports, and launching templates. Team members only see the Workspaces they're assigned to.
Once inside a Workspace, you'll find five areas as the top-level navigation: Overview (spend and KPI highlights), Performance (rules, Explorer, Launcher, reports), Stage, Hub, and Bïrch AI (beta) — all scoped to that Workspace's ad accounts.
You can also organize by brand, region, or product line if a single client runs multiple distinct ad programs.
To create a Workspace for a client:
Go to Workspaces and click + Add workspace
Name it after the client and optionally add their logo
Go to Settings → Integrations and assign their ad accounts using the Link workspace button
⚠️ Linking an ad account to a Workspace activates it for billing. Unlinking disconnects it — rules turn to drafts and reports, audiences, and Launcher templates are permanently deleted.
Reorganizing an existing setup? Read How to split an existing Workspace before making changes to avoid losing assets.
3. Invite your team and set access levels
Go to Settings → Members to invite team members and assign them to specific Workspaces.
Role | What they can do |
User | See and work within assigned Workspaces only. Cannot add ad accounts, view other Workspaces, invite members, or access billing. |
Admin | Full access to all Workspaces, billing, and account settings. Can add ad accounts and invite new members. |
Typical agency setup:
Media buyers → User, assigned to their client's Workspace only
Account managers → User or Admin depending on seniority
Agency owner / ops lead → Admin
How to invite someone:
Go to Settings → Members → + Invite members
Enter their email, select their role, and choose which Workspaces to add them to
They'll receive a confirmation email to activate their access
4. Organize rules by client
If you do not organize clients by workspaces, you can use categories and folders to keep clients' rules organized. For agencies, the cleanest approach is one category per client, with folders inside organized by rule type or campaign.
To set this up:
On the Rules page, click + Add category and enter the client name
Click into the category and use the + folder button to add folders by rule type
Add subfolders using the 🗂 button, then use the 🔀 move button to nest them and place rules inside
There's no required structure — some teams prefer organizing by rule type across all clients instead. Use whatever your team can navigate quickly.
5. Add clients and share rules/reports
Clients added to Bïrch receive only the reports you choose to send them — they cannot log in or see your account. All sharing happens via email.
Add a client
Click + Invite client and enter their email
They'll confirm their email address — after that their address is available as a recipient in reports and rules
What you can share with clients
Set up reports and rule notifications to keep clients updated on progress and share insights on creatives and audiences.
You can share Explorer reports with the clients by clicking the "Share" option at the top of the report page. All the filters applied to the report by you will be saved:
Enable scheduled delivery of Regular Reports to clients:
⏺ Open the report → Edit → Settings → enable Deliver on Schedule → select the time slots:
⏺ Select the client from the list under "Channel":
Reports are delivered by email on your schedule. The client doesn't need a Bïrch account to view them.
This article describes the main ways to organize a Bïrch account around your agency structure. However, if you have any specific questions about how to set up your agency account or ideas about optimizing workflows for agencies, do not hesitate to reach out to our team. We will be happy to chat with you! 🙌🏼