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Agency
Set up agency accounts, manage clients, invite team members, and handle billing.
Set Up Your Agency Account
Create an agency account to manage multiple clients from one dashboard.
4 min readBeginner
Manage Multiple Clients
Add, configure, and switch between clients in your agency account.
5 min readBeginner
Team Members & Permissions
Invite team members and manage their access to your agency account.
5 min readBeginner
Client Onboarding Workflow
A step-by-step workflow for onboarding new clients to your agency account.
5 min readIntermediate
Agency Plans & Billing
Understand agency plan pricing, limits, and billing management.
4 min readBeginner
Cross-Client Reporting
View and compare consent metrics across all your agency clients in one dashboard.
5 min readIntermediate
Template Configurations
Create reusable banner and consent configurations to quickly onboard new clients.
5 min readIntermediate
Client Handoff Guide
Best practices for handing off consent management to clients or transitioning between agencies.
4 min readIntermediate