Client Management

Client Management is where you add new clients, manage existing ones, and switch between client workspaces. Each client in Eclipse is a fully isolated workspace with its own brand context, research, content, competitors, and publishing destinations.

Adding a new client

1. Go to Clients in the left sidebar.
2. Click Add Client.
3. Enter the client's company name and website.
4. Complete the onboarding wizard for the new client (business details, brand guidelines, content preferences).

The new client appears in your client list, ready to work in.

Switching between clients

If you manage multiple clients, use the client selector to switch between workspaces. Everything in Eclipse (content, research, competitors, analytics) updates to reflect the active client. There is no bleed between client workspaces.

Managing client details

Click any client to view and edit their settings: brand description, tone of voice, content preferences, and integrations. Changes apply to that client's workspace only.

Who sees Client Management

Client Management is available to Staff and Agency roles. Client-role users see only their own workspace through the Client Details page.