> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hiveku.com/llms.txt
> Use this file to discover all available pages before exploring further.

# The Workspaces Dashboard

> For agencies and teams in several accounts: every client's numbers on one page

If you work in more than one account, such as an agency with its clients, **Workspaces** shows them together. Its first page is a dashboard of every account you pick.

```
Workspaces
```

## The default page

Until you choose a template, Workspaces builds its page from your Workspaces settings, so nothing you set up there is lost:

* **Portfolio**: one row per client and a totals row, with Website form leads, Collected, Overdue receivables, Open tickets, Missed calls and Overdue tasks. On a phone, a card per client and one for the totals.
* **Pinned views**: the saved views you pinned on Workspaces.
* **A table for each module** you show (Sites, PM Projects, SEO Projects, PPC Campaigns, Content and Social), listing the work across your accounts.

Each client's numbers are counted exactly as on that client's own dashboard, and in each account's own time zone. A client whose numbers your role there can't see says **No access** for that column. Amounts in different currencies are listed one under the other, never added together.

## Choose the accounts

The page reads your Workspaces selection, changed with the account picker at the top: the same selection the other Workspaces pages use. With nothing picked, it covers every account you can open. The portfolio's numbers cover up to 50 accounts.

## Templates

**More > Start from a template** offers whole pages for the questions an agency asks every day:

| Template | What it shows |
| - | - |
| **Agency morning** | Every client at a glance: leads, money, tickets, calls and overdue work, then their sites and projects. |
| **Client sites needing attention** | Sites with work waiting on you first, then the overdue tasks and open tickets behind them. |
| **Paid ads across clients** | Every client's campaigns and how they are pacing. |
| **SEO health across clients** | Every client's SEO projects, their site health and rankings. |
| **Content pipeline** | What is being written and posted for every client: content first, then social. |

Starting one makes it your own Workspaces dashboard and opens it. **More > Use the default page** goes back. On the default page, **More > Show modules** chooses which module tables it shows.

## What it does not do yet

The Workspaces dashboard is for looking: it can't be customized yet, it doesn't refresh on its own (use **Refresh**), and it has no row buttons, since buttons act inside one account. The portfolio's menu downloads it as one CSV table; module tables and pinned views have no download.

To share a layout with a client, open the dashboard in your own account and use **Share > Copy into another account**. See [Share and publish](/dashboards/sharing#copy-into-another-account).


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