Steerport

Account

Workspaces, clients & roles

How Steerport's multi-tenant structure, team seats, and client roles fit together.

The structure

Steerport is multi-tenant by design, with three layers:

  • Workspace — your agency tenant. You get one automatically when you sign up, and it holds everything: clients, projects, integrations, settings, and billing.
  • Customer — a brand you run inside the workspace.
  • Project — a single app or website under a customer, where integrations and performance attach.

This is what lets you steer many brands from one helm without their data bleeding together. See Onboarding a client for how customers and projects are created.

Your workspace

When you register, Steerport provisions your workspace, makes you its owner, and starts you on the Free plan. The owner controls billing, settings, and who else has access.

Team seats and roles

On the Agency plan you can invite teammates and assign roles, so the people steering each client have exactly the access they need — and no more. Roles also underpin client-facing delivery: paired with white-label reports and the audit log, they let you bring clients and collaborators into the work without handing over the whole portfolio.

Manage members, roles, and invitations from Settings.

Keeping work attributed

Because integrations attach at the project level, connect each ad account to the right project rather than the workspace as a whole. That keeps spend, revenue, and analytics attributed correctly when a brand runs more than one property — and keeps every client's numbers clean.

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