Agency setup for five client Shopify stores, one Croct account or five?
We are an agency personalising five client storefronts. Until now we juggled separate VWO contracts per client, which was a nightmare to administer, so before we set anything up wrong I want to understand the account model.
Practical questions:
- Do we create one organisation with everything in it, or one per client?
- How do organisations, workspaces and applications map to five separate client stores?
- Most importantly, how is client data kept apart? Client A must never see or touch client B's visitor profiles, and billing needs a clean boundary too.
1 answer
The mapping that works for agencies is one organization for the agency, one workspace per client, one application per storefront.
Workspaces separate clients cleanly. Each client store is an application inside that client's workspace, with its own app ID, so credentials never overlap between clients. Team members are granted access per workspace, which gives you the access boundary you are after: someone working on client A simply does not see client B's workspace.
On the data side, the default anonymity scope is the workspace, so visitor profiles never leak between client workspaces. A shopper known on client A's store is a completely separate profile if they ever visit client B's store.
Each application also supports separate dev and prod environments with their own credentials, which is handy for the staging themes agencies typically run per client.
If some clients prefer to own their data and billing directly, the alternative is a separate organization per client with your agency team invited in. Both models work; the single-organization model is just less administration.
Brilliant, that is exactly the structure I was hoping for. One org, five workspaces it is. The per-workspace access is what sells it internally.