Managing agency clients
ProfilePilot Team | Sep 16, 2026 | 8 min read
Search and filter your client list, open a client drill-in, provision a new client org, and understand what agency staff can and cannot see.
Step 1: Open the clients list
Go to `/dashboard/agency/clients`.
You see only organisations your agency manages (`managing_agency_id` points at your partner agency). You never see another agency’s clients.
Use search and the status filter (all / active / suspended) to find a client. Each row shows useful health cues such as open locations and reply backlog where available.
Step 2: Open a client drill-in
Click a client to open `/dashboard/agency/clients/[orgId]`.
The drill-in summarises that client’s connections, users, locations, and health so you can triage before diving into day-to-day modules.
From the list you can also Work on this client — that selects the org in the shared header context and takes you into the normal client dashboard (for example Locations).
Step 3: Provision a new client (when available)
Agency admins can open `/dashboard/agency/clients/new` (Add client) to create a new client organisation under your agency.
- Enter the client’s business details carefully — this becomes their org record.
- Confirm creation. Duplicate or conflicting names may be rejected (conflict responses).
- After create, connect channels while that client is selected in the header switcher (Google / Meta / etc.).
Connecting Google or Meta on the wrong org attaches pages to the wrong tenant. ProfilePilot does not steal pages already owned by another org — a “0 / N in token” Meta result usually means pages are already claimed elsewhere, not a broken token.
Step 4: What staff can and cannot see
Can
- See clients inside their client scope (or all clients if scope is empty)
- Work in Reputation, Locations, Social Inbox, Reports, and other modules the client org is entitled to
- Connect integrations for a selected client when they have access
Cannot
- See other agencies’ clients
- Reach Team, Branding, or Billing as Agency Staff (Agency Admin only)
- Bypass product walls on a client that has not purchased Insights, WhatsApp, etc. (admins on the platform side may still bypass; partner staff follow client entitlements)
Client end-users keep their own logins. Agency users are not automatic members of every client org — access is via the agency membership + scope path.
Quick Tasks
- ✓Open /dashboard/agency/clients
- ✓Search or filter by status
- ✓Use Work on this client to enter the client dashboard
- ✓Add a client from /dashboard/agency/clients/new when entitled
Keep learning
See the latest guides, experiments, and rollouts.