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Onboard a New Agency Client

Time: ~45 minutes for a standard client setup

Step 1: Create the client record​

Agency → Clients → Add Client

  • Client name (internal)
  • Contact email
  • Billing model (agency-pays or client-pays)

Step 2: Add the client's property​

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

  • Enter the client's domain
  • ConsentForge runs an initial scan automatically

Step 3: Apply your agency template​

If you have a standard banner template:

Property → Banner → Apply Template → [Your template]

Then override client-specific values:

  • Upload the client's logo
  • Set the client's primary brand color
  • Verify translated texts

Step 4: Review scanner findings​

Go to Property → Scanner → Findings and review what the initial scan found.

Map unmatched findings to vendors or create custom vendors as needed.

Step 5: Configure the policy​

Property → Policy → Edit Policy

  • Verify category assignments for all vendors found
  • Set region rules (EU GDPR is default — adjust for global clients)
  • Review vendor descriptions for client-specific accuracy

Step 6: Publish the policy​

Policy → Publish Policy

Step 7: Deploy the embed script​

Send the client their embed snippet:

Property → Embed → Copy snippet

Or deploy directly if you manage their site.

Step 8: Verify (optional invite)​

Test in incognito. Then optionally invite the client for read-only access:

Agency → Clients → [Client] → Users → Invite → Viewer role

Step 9: Set up monitoring​

Property → Scanner → Scheduled Scans → New Schedule → weekly scan, alert to client email.

See also: Multi-Client Management · Templates