If you’re working with multiple clients, keeping each client’s materials organized and separate is essential. In SessionLab, you can create dedicated workspaces for each client and share content with them in a controlled and scalable way.
This setup ensures that:
Each client only sees their own materials
You maintain full visibility across all workspaces
If needed to, you can easily hand over content after your collaboration period ends
There are two ways to structure your account to achieve this set up:
one workspace per client or
one workspace per client + a shared (Community) workspace
Setting Up Client Workspaces
To start, create a separate workspace for each client and one workspace for your internal team.
Please note that you would need to set up each new workspace on a separate Pro plan in order to keep the Billing pages separate and have the opportunity to hand them over to your client if needed.
If you don't need the separation, then you can sign up for the Business Plan instead.
As the workspace owner, you can access all workspaces and their content and manage members across workspaces, however, your clients will only see the workspaces they are invited to and be able to access content within their own workspaces.
This video will explain the setup fully:
Managing Members of Each Workspace
After creating workspaces, you can invite members to them, through the Account page of each workspace.
Open the relevant client workspace
Go to Members
Invite your client
Once invited, they’ll be able to create new and view existing sessions inside that workspace. They can edit each session they have been invited to.
Sharing Templates with Clients
At this time, templates cannot be directly transferred between workspaces, but there is a simple workaround on how to do this:
Choose your internal team workspace under Templates
Select the template you want to share
Click Create session
Choose the client’s workspace as the destination
Open the newly created session in the client’s workspace
Click Create template
Select the client’s workspace
Once done, the template will appear in the client’s workspace and can be used by anyone invited there.
Sharing Methods and Activities
You can also share individual methods or activities with your clients from your internal team's library. This is done by first adding the method that you want to share with a certain client to your client's Library.
Once your method has been added to the Library, your clients can use it in their own Session, by doing the following:
Open any session
Access the Library
Select your workspace
Drag and drop the desired method into the session
Multiple Workspaces + Shared Community Workspace
In addition to creating separate workspaces for each client, you can also set up a shared community workspace to distribute reusable content at scale.
A community workspace acts as a central library where you can publish Templates that members of the workspace can use to create Sessions in their respective workspaces.
You can invite multiple clients to this workspace, giving them access to shared resources without exposing any private work.
This video will walk you through the setup:
If you would like to have a Community Workspace for yourself, please reach out to our team (support@sessionlab.com) and we will help set this up.
How This Setup Looks for Your Clients
From the client’s perspective:
They only see the workspaces they’ve been invited to
They only access templates and methods shared with them
They can create sessions using the shared materials
They will not see:
Your internal team's workspace
Other client workspaces
Any content not explicitly shared
Transferring Ownership or Billing
If you want to fully hand over a workspace to a client (for example, after a project ends), you can transfer ownership of that workspace to them.
To do this, simply contact SessionLab team (support@sessionlab.com), and they will help you set it up.