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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 → Neuer Client

Fields:

  • Client name (internal label for your team)
  • Billing model: Agentur zahlt (you're billed) or Client zahlt (client billed directly)

Switching context to a client​

Use the Kontext wechseln button on any client row or detail page. A yellow banner appears at the top of the dashboard while you're acting as that client. Click Zurück zur Agentur to return.

Inviting clients to their dashboard​

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

  1. Agency → Clients → [Client] → Benutzer → Einladen
  2. Enter their email and choose role: Viewer (read-only) or Editor (manage banner and vendors)
  3. They receive an invite with a temporary password

Clients with Viewer access see only their property's data — no access to 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