Overview
Learn how Polar Analytics' Workspaces feature helps you manage multiple brands or accounts with ease. Whether you're an agency or a multi-brand user, Workspaces streamline account management by consolidating access under a single login. Below, you'll find everything you need to know about how Workspaces function, their key benefits, pricing, and setup process.
What Are Workspaces?
A Workspace in Polar Analytics represents a unique brand or account. With the Workspaces feature, you can seamlessly switch between different accounts or brands without logging in and out. This minimizes time spent managing credentials and maximizes productivity, especially for agencies and multi-brand users.
Key points to note:
Independent Accounts: Creating a new Workspace effectively sets up a new account, not a sub-account within an existing one.
Custom Structure: Agencies can structure accounts for internal use or grant customers direct access, depending on their needs.
Key Benefits of Workspaces
One Login for All Accounts: Access multiple Workspaces using a single login, simplifying credential management.
Quick and Simple Switching: Easily move between Workspaces via a user-friendly menu.
Google Sign-In Compatibility: Log in seamlessly across all Workspaces using your Google account.
Direct Customer Access: Agencies can grant end-customers hands-on experience with Polar’s features by creating individual Workspaces.
Optimized Performance: Avoid performance issues such as slow loading times by maintaining separate Workspaces for each brand or account.
Streamlined Setup: Copy custom reports, metrics, and dashboards across Workspaces for efficient onboarding.
Agency Incentives for Individual Workspaces
Agencies setting up individual Workspaces for each customer benefit from:
Bulk Discounts: Access discounted rates for managing multiple Workspaces.
Streamlined Collaboration: Share tailored reports and metrics quickly across Workspaces.
Enhanced Engagement: Provide customers with direct access to Polar’s suite of tools, improving their experience.
Workspaces in Polar Analytics are designed to simplify multi-brand account management while offering flexibility and performance optimization. For further assistance or inquiries, contact our Support team.
Setting Up and Managing Workspaces
Creating a New Workspace
Navigate to Workspaces: Click on “Switch Workspaces” or “See All Workspaces” in the user menu.
Create a Workspace: Click “Create Workspace,” name it, and select the account you wish to import data from.
Activate the Workspace: Reach out to the Support team via In App Live Chat or email support@polaranalytics.co to finalize activation.
Managing Existing Workspaces
If you’ve been using Polar with multiple accounts and separate logins this section will guide you through consolidating and managing your accounts efficiently.
Initial Setup:
Log in to each of your existing workspaces.
Invite your primary user account to each workspace where it’s needed.
Accept invitations as they arrive to complete access.
Workspace Switch Testing: Try switching between workspaces to verify that access and permissions are configured as expected.
Cleaning Up Duplicates: Remove any duplicate users with appended email tags (like +postfix) from the workspace settings.
Switching Between Workspaces
Access the Menu: Navigate to the top-right corner of the app and click on your avatar.
Workspace Selection: In the drop-down menu, locate the “Switch Workspaces” section.
Choose a Workspace: Click the desired Workspace directly from the shortlist or open the full menu to select from all available Workspaces.
Inviting Users or Customers
Invite Users: Go to the “Settings” page of the Workspace and invite users via email.
Assign Roles: Set custom roles for each Workspace (e.g., “Visitor” in one and “Admin” in another).
Customer Invitation: Under “My Team,” enter your customer’s email address and send an invitation.
How Does Workspaces Pricing Work?
Each Workspace operates independently and is subject to its own pricing. As agencies add more Workspaces, the plan adjusts accordingly. For customers requiring Polar’s Pixel, CAPI, or Klaviyo enrich features, pricing follows Polar’s public rates. Agencies managing multiple Workspaces can access discounted bulk pricing under Polar’s Analyze plan.