Agency Dashboard Setup

Scale Plan

The Agency workspace lets marketing agencies manage multiple clients from one Zenovay team, apply white-label branding, send scheduled client reports, and give each client a self-service portal that shows only their own sites.

How the agency model works

There is no separate "agency mode" to switch on. The Agency area lives inside your normal Zenovay team. A "client" is a grouping of websites in your team, plus the people you invite to see them. Everything stays in one team and on one plan, so you do not manage separate accounts or invoices per client.

Your team (Scale plan)
├── Team branding (your white-label look)
├── Team members (your staff)
└── Clients
    ├── Client: Acme
    │   ├── Assigned websites
    │   ├── Invited portal users
    │   ├── Branding (logo + brand color)
    │   └── Scheduled reports
    ├── Client: Northwind
    │   └── ...
    └── Client: Globex
        └── ...

The Agency area

Open Agency from the sidebar (/agency). It has three tabs:

Tab	What it does
Branding	Your team's white-label look (company name, colors, logo) applied across the client portal
Clients	Create and manage clients, assign websites, invite users, set per-client branding and reports
Export	Export your analytics data and set up scheduled exports

Managing clients

The Clients tab shows every client with its website count, visitor totals, and a side panel for the selected client.

Adding a client

1. Go to Agency and open the Clients tab.
2. Click Add Client.
3. Work through the three steps:

1. 1

   Client info

   Enter the Client name and pick a default access level (View, Manage, or Full). You can add internal notes about the client.

2. 2

   Assign websites

   Select which of your team's websites belong to this client. A website can only belong to one client at a time. This step is optional, you can assign websites later.

3. 3

   Invite users

   Add the email addresses of the people who should access this client's portal. This step is optional too, invites can be sent later from the client's Users tab.

Access levels

Access levels control what an invited client user can do inside their portal:

Level	Access
View	View analytics and reports
Manage	View plus manage reports and exports
Full	Full access to the client's data

You set a default level when creating the client, and you can override the level per member in the client's Settings tab.

Per-client settings

Selecting a client opens a side panel with five tabs:

Tab	What you can do
Websites	Assign or remove the websites that belong to this client
Users	Invite users to the client portal and see their status
Branding	Set this client's company name, brand color, and logo
Reports	Turn on scheduled email reports and manage recipients
Settings	Rename the client, edit notes, override per-member access, or delete the client

From the panel header you can also click View Portal to open the client's portal exactly as they will see it.

The client portal

Each client gets a self-service portal at app.zenovay.com/client-portal. Clients sign in and see analytics only for the websites you assigned to them, with your (or their) branding applied.

Clients do not see:

• Other clients
• The Agency area or your full team
• Aggregate data across clients

White-labeling

There are two levels of branding:

Team branding (Agency → Branding)

Set your agency's company name, colors, and logo once. This is the default look applied to the client portal.

Per-client branding (client → Branding tab)

For a client that wants its own brand, open the client and use its Branding tab to set:

• Company name shown in the portal header
• Brand color (a hex color used for accents and buttons)
• Logo URL (a link to the client's logo image)

A live preview shows how the portal will look as you edit.

For more on the look-and-feel options, see Custom branding.

Scheduled client reports

Each client can receive an automated email summary of its analytics.

1. Open the client and go to the Reports tab.
2. Turn on scheduled reports.
3. Choose a frequency: Weekly or Monthly.
4. Add one or more recipient email addresses.
5. Save. You can also click Send Now to send a report immediately.

The report email includes headline metrics (visitors, pageviews, bounce rate, average session duration) plus top countries and top pages for the period. A preview in the tab shows the layout.

Exporting data

The Export tab in the Agency area lets you export analytics data and configure scheduled exports for your websites. Data export and scheduled reports are Scale-plan features.

Onboarding a new client

A practical checklist:

• Create the client in Agency → Clients
• Assign the client's websites
• Set the client's branding (or use your team default)
• Invite the client's users with the right access level
• Turn on scheduled reports if the client wants them
• Share the portal link and confirm they can sign in

Offboarding a client

When a client relationship ends:

1. Notify the client.
2. Export their data if they want a copy (Agency → Export, or the client's Reports).
3. Delete the client from its Settings tab. This removes the client grouping; the underlying websites stay in your team unless you delete them separately.

Troubleshooting

A client can't sign in

1. Check that the user was invited from the client's Users tab and that the invite was accepted.
2. Verify the email address is correct.
3. Confirm the user's access level isn't set lower than they need.

A client sees no data

1. Make sure the right websites are assigned to the client (Websites tab).
2. Confirm the tracking snippet is installed on those sites and is sending data.
3. Check the date range and any filters in the portal.

Branding looks wrong

1. Check whether you're editing team branding (Agency → Branding) or per-client branding (the client's Branding tab).
2. Verify the logo URL loads and the brand color is a valid hex value.
3. Refresh the portal to pick up saved changes.

Next steps

• Configure white-label branding
• Set up multiple organizations
• Enterprise audit logging