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Multi-Client Management

Client structure​

Each client in your agency account is an organisational unit containing one or more properties. Clients are billing and access boundaries — users you invite to a client can only see that client's properties.

Adding a client​

Agency → Clients → Add Client

Fields:

  • Client name (internal, not shown to end users)
  • Contact email (for client-side notifications)
  • Billing contact (if billing per-client)

Adding properties to a client​

Agency → Clients → [Client name] → Properties → Add Property

You can move a property between clients at any time without affecting the banner configuration or consent records.

Switching between clients​

Use the client switcher in the top navigation to jump between clients. Your last-selected client is remembered per session.

Inviting clients to their dashboard​

Give clients read-only or limited access to their own data:

  1. Agency → Clients → [Client] → Users → Invite
  2. Enter their email and choose role: Viewer (see reports only) or Editor (manage banner and vendors)
  3. They receive an invite and create a limited account

Clients with Viewer access see their own property's dashboard but cannot access other clients or agency settings.

Client-level notifications​

You can configure scan alerts, consent reset reminders, and compliance report emails to go directly to the client contact rather than your agency email.

Clients → [Client] → Notifications