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Manage Multiple Clients

Last updated: March 18, 20265 min readBeginnerAgency

Agency accounts can manage multiple clients, each with their own domains, consent settings, integrations, and analytics. Here's how to manage your client roster.

1

Go to Clients tab

In your agency dashboard, navigate to the Clients tab.

2

Click 'Add Client'

Fill in the client name, domain, and any initial settings.

3

Configure client settings

Set up consent categories, branding, and integrations for this client.

Client management interface
The Clients tab showing a list of managed clients.

Switching Between Clients

Use the client selector dropdown in the sidebar to switch between clients. When you select a client, the entire dashboard context switches to show that client's data — consent logs, scanner results, analytics, and settings.

Per-Client Settings

  • Each client has independent consent categories
  • Separate domain verification and scanning
  • Independent integrations (each client can have different platforms connected)
  • Separate consent logs and analytics
  • Per-client routing rules and policies
You can see your current client count vs. the 25-client limit in the Clients tab header. Add extra clients at $15/month each beyond the included 25.

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