Accounts & Workspaces

Understand the account-centric architecture and manage customer accounts, workspaces, and their associated resources.

Account-Centric Model

Comet GTM uses an account-centric architecture where:

Accounts

Customer records that own subscriptions, users, and projects. This is what customers see and interact with.

Workspaces

Hidden technical containers that store content and settings. Users don't directly see workspaces.

Key Difference Accounts are visible to customers; workspaces are internal technical containers. Content is linked to workspaces, preserving visibility across plan changes.

Account Structure

Component Description Managed By
Account Customer entity with subscription and billing Super Admin
Account Users Users who belong to an account Admin, Super Admin
Entitlement Profile Features and limits for the account Super Admin
Workspace Technical container for content System (auto-created)
Business Profile Company info for the account Admin, User

Creating an Account

1

Navigate to Accounts

Go to the Admin Dashboard and click on "Accounts" in the sidebar.

2

Click "Create Account"

Click the button in the top right corner to open the creation dialog.

3

Enter Account Details

Provide the account name, primary contact email, and select a plan tier.

4

Configure Settings

Set up billing preferences, default domain, and any custom entitlements.

5

Invite Users

Send invitations to users who will access this account.

Account Settings

Setting Description
Account Name Display name for the account (usually company name)
Plan Tier Subscription tier (Free, Standard, Pro, Enterprise, Agency)
Business Profile Default company info for projects
Primary Domain Default domain for published sites
Billing Currency Currency for invoices and payments
Payment Terms Default payment terms for invoices

Agency Accounts

Agency accounts have special capabilities for managing client workspaces:

  • Sub-Accounts - Create and manage client accounts
  • White-Label Branding - Custom branding for client-facing interfaces
  • Hierarchical Context - Inherit settings from parent accounts
  • Consolidated Billing - Manage billing for multiple accounts

White-Label Branding

Agency accounts can customize branding at two levels:

Level Scope Configured By
Super Admin Defaults Platform-wide default branding Super Admin
Agency Overrides Custom branding for agency and clients Agency Admin
useWorkspaceDefaults Toggle Accounts can toggle "Use Workspace Defaults" to inherit settings from their parent workspace or use their own custom settings.

Managing Multiple Accounts

Super Admins can manage all accounts across the platform:

  • View All Accounts - See a list of all accounts and their status
  • Edit Settings - Modify account name, plan, or settings
  • Transfer Users - Move users between accounts
  • Archive Accounts - Deactivate accounts that are no longer needed
  • View Usage - See project counts and AI credit usage