Workspaces help you keep every client, brand, or project neatly organized inside Bïrch. Instead of mixing ad accounts, rules, reports, and creative assets in one big space, each Workspace becomes a dedicated home for everything related to a single focus.
Each Workspace now acts as a management center for everything related to its connected ad accounts:
Overview: Quick snapshot of spend, KPIs, and performance insights across all connected accounts in the Workspace.
Hub: Server-side tracking for Meta Ads, giving you full control over your data and improved conversion insights.
Performance: Automate, launch, and analyze campaigns - manage rules, create ads, reports, and custom metrics.
Why use Workspaces?
1. A clean view for every client or product
Each Workspace shows only the assets tied to one client or brand assigned to it.
No clutter, no mixed campaigns, no confusion - just a clear and focused overview.
2. Smarter access control & better security
Assign team members to specific Workspaces so they see only the data relevant to them. Data is visible only to those with access - ideal for agencies, multi-brand companies, product teams, or anyone sharing a Bïrch account.
3. Cleaner workflows & faster onboarding
Workspaces make it easy for anyone on your team to jump in and understand what’s going on. New teammates instantly see the right ad accounts, rules, reporting, and creative without digging through unrelated assets.
Creating a Workspace
1. Your Default Workspace
Default Workspace will be created for you once you create an account with Bïrch. It will look like this and will contain any accounts you connected during sign-up:
You can change the workspace name and logo by clicking the workspace name and uploading a picture.
2. Creating Additional Workspaces
If you want to organize your setup by client, brand, region, or product, create more workspaces by clicking + Add workspace:
3. Connecting Ad Accounts to a Workspace
Your default Workspace will contain all accounts you connected during sign-up. If you haven't connected ad accounts yet, you can do so by following these steps:
Go to Settings -> Platforms -> Select the ad platform (Meta, Google, TikTok, Snapchat):
All ad accounts connected during signup are automatically assigned to your Default Workspace. To connect more ad accounts, assign them to a Workspace from the dropdown next to the account by clicking the Link workspace:
Note: There are no more toggles to turn ad accounts on or off in Bïrch:
By assigning an ad account to a workspace, you connect it to Bïrch, so its spend is calculated for billing purposes. Unlinking the ad account from the Workspace disconnects it from Bïrch.
Once you have created all the workspaces you need, you can assign your ad accounts to the respective workspaces:
You can add an unlimited number of ad accounts to a Workspace. One ad account can belong to only one Workspace at a time.
Important ⚠️: If you are planning to move ad accounts & rules from your Default workspace, please review our Splitting an Existing Workspace guide first to avoid losing critical assets.
Adding team members and setting permissions to a workspace
To add people to a workspace, go to the Members page in Settings -> Assign each team member to the appropriate Workspace(s).
You can also add clients here - they will only be able to view email reports, not edit anything.
All the team members who were invited to this Bïrch account have a specific access level - User or Admin:
User access level can see workspaces which user was added to, but cannot add new ad account to the workspace, see other workspaces where user isn't invited, invite new members, edit budget tracking and target KPI widgets.
Admin access level can see all workspaces, add ad accounts to any workspace, access to "Billing" page, invite new members, edit budget tracking and target KPI widgets.
That’s it - you’re all set with Workspaces in Bïrch! By creating dedicated Workspaces for each client, brand, region, or product, you keep your entire Bïrch setup clean, structured, and easy to navigate.
If you want to see how all of your performance insights and smart analytics work inside each Workspace, check out the following article:
👉 Understanding Highlights & Widgets in Bïrch
Reach out to us with your questions via chat bubble or email to support@bir.ch, we’ll be happy to hear from you!