Using Linked Workspaces in Wingify

In this article, you’ll learn about the following:

• Overview
• Things to Remember While Linking a Workspace
• Verify Your Wingify Workspace
• Link a Client’s Workspace
• Delinking a Workspace

Overview

If you’re an agency managing Wingify workspaces of other business entities, Wingify provides you with the Linked Workspaces section in the Workspaces module for streamlined and seamless collaboration. The concept is pretty much simple and straightforward. You can add to yours as many workspaces as you require and access them to create and run their respective campaigns.

The Linked Workspaces section is exclusively designed for the benefit of the agencies. A linked workspace is any workspace in Wingify linked to a Wingify agency. A linked workspace is a separate entity that holds its own Wingify plan and workspaces. It can function on its own, while also extending the access and operational rights to the agency. The agency operates on linked workspaces based on the business requirement placed by the client. The agency’s operations in a linked workspace are subject to the plan to which the workspace has subscribed. Therefore, the consumption limit for an agency workspace is determined by the individual linked workspaces.

As an agency, you can link your client’s workspace by simply raising a request from Settings > Workspaces > Linked Workspaces. The client is notified of the request via an email to their registered email address with the request link. Once your client approves the request, their workspace is added to yours as a linked workspace.

NOTE:

1. Approving a link request grants the agency complete access to manage the client’s Wingify workspace. Read the details of the permissions carefully before approving the request.
2. Linking of a workspace is possible only for the whole of the client’s main workspace, encompassing all of its other workspaces.

The Linked Workspaces module lists all your clients’ Wingify workspaces that are linked to yours in a table featuring each entry in a row with the following columns of information:

To quickly access a client workspace's details, use the search bar to enter the workspace ID for that client.

NOTE: To unlink a client workspace, you can raise a request to support@wingify.com or contact your Wingify account manager for the same.

Things to Remember While Linking a Workspace

1. Both the agency workspace and the client’s workspace should be verified.
2. Linking a workspace can be performed only by an Admin / Owner.
3. The linking request can only be sent to an Admin or the Owner of the client workspace.

Verify Your Wingify Workspace

In order to avail the complete offerings of Wingify, it is essential that your Wingify workspace is verified. To do that, perform the following steps:

1. If your Wingify workspace is not verified, a notification appears in the top-right corner of the dashboard prompting you to complete the verification. 
2. Click Verify Now. This displays a pop-up stating that you need to click on the verification link sent to your registered email address.
3. Note: This notification will persist until you verify your Wingify account.
   If you haven’t received the email or deleted it by any chance, you can click on the Resend email link on the pop-up or in the Basic Setup section on the dashboard.
4. Upon clicking the verification link, you will be redirected to the Wingify app, where, after signing in, the verification confirmation pop-up is displayed.

Now, you will have complete access to all of the features of Wingify based on your plan.

Link a Client Workspace

In order to link a client’s Wingify workspace to yours, you need to send a request to your client to approve the linking process. To do that, perform the following steps in the Linked Workspaces module:

1. Click on the Link an existing workspace link at the top-right of the table. 

2. In the Send workspace access request popup that appears, enter the client’s workspace ID and their corresponding registered email address. The popup also features the read-only view of the subject and the body of the email to be sent to the admin/owner of the client’s workspace.

   NOTE: You can use the registered email address of any admin or the owner of the corresponding workspace. In the case of using the email address of the owner, the request is emailed to the owner. In the case of using the email address of the admin, the request is emailed to the admin with the owner in the CC.

3. Click Send.

Now the client’s workspace is listed in the Linked Workspaces module with the request status displayed as Pending.

NOTE: Wingify automatically denies requests that have been pending approval for more than 48 hours.

As a client, you can access the link request via email. Clicking on the link takes you to the Wingify app, where post logging in, you will be shown the request approval popup. The popup entails the limits of access that the agency would have upon approving the request. You can read through the details carefully before proceeding with the approval.

Once you’re sure about proceeding with the linking process, you can select the I have read the information provided carefully and understand the outcome of workspace Linking. checkbox and click on the Approve Request button. Then on, the General information tab under Settings > Workspaces > General will feature the agency that is managing your workspace.

If you are not okay with the linking process and want to deny it, click the Deny Request button and in the denial confirmation popup, click Deny Request.

NOTE: As a client, you can revoke the access rights from an agency by raising a request to support@wingify.com or your Wingify account manager.

Delinking a Workspace

Note: The option to delink a workspace is available only for agency accounts.

As an owner or an admin of your Wingify account, you can delink a workspace based on the following scenarios:

• As a client, you can click on the Delink option from Account Settings > Accounts > General. 

   Doing this will initiate an email to inform the agency's owner and admins, your team's owner and admins (in cc), and your dedicated Customer Success Manager (CSM) (in bcc) about the delinking. NOTE: The delinking of the workspace in this case is possible only for those accounts that are directly billed by Wingify.

• As an agency, you can avail of this option from Account Settings > Workspaces > Linked Workspaces > click on the vertical ellipsis (⋮) corresponding to the intended workspace > Delink workspace. 

  This will trigger an email notifying the client’s account owner and their admins, your team’s owner and admins (in cc), and your dedicated Customer Success Manager (CSM) (in bcc) about the delinking. In your Wingify account, you'll see a notification confirming the successful delinking of the client’s account.

Need more help?

For more information or further assistance, contact Wingify Support.