Client Management

Clients are the people who use your portal. Organizations group those people into an account with shared services, requests, billing, and files.

Access and permissions

Open Clients in the team navigation. Your role needs view_clients to browse clients, create_clients to add or invite them, edit_clients to change their details, and delete_clients to remove them. Organization management uses manage_client_organizations. Creating clients is also subject to your plan's client limit.

Create a client

1. Open Clients and choose Create Client.
2. Enter the client's name and email address.
3. Select an organization. Use the create-organization button beside the selector if you need a new one. When the workspace has one organization, it is selected automatically.
4. Optionally add a position, phone number, and avatar.
5. Choose whether to send an invitation, then submit the form.

Send Invitation is enabled by default. With it enabled, AgencyPro sends an invitation instead of immediately creating a new signed-in client. The recipient follows the email to accept the invitation. With it disabled, AgencyPro creates the client directly; send a portal invitation later when you are ready to provide access. Direct creation requires an email address that is not already registered.

Avatar uploads must be images and can be up to 5 MB.

Find and edit clients

Use the client list's search and organization filter to find a contact. Open a client to view their account. When they belong to an organization, AgencyPro opens that organization's page and highlights the contact.

Choose Edit to change the client's name, email, position, phone, organization, or avatar. Account managers are managed on the organization rather than as a field on the client form.

Send or resend an invitation

Use the client's invitation action in the client list or account view. Check the invitation status before resending. A recipient must accept the invitation before they can use the invited access.

If an invitation does not arrive, verify the address, ask the recipient to check spam, and review the workspace's email configuration. Follow any reinvitation prompt shown by the app for an existing or expired invitation.

Client invitations are managed with clients; Team Invitations is for your teammates.

Manage an organization

Open an organization from the client area to manage the account as a whole. Depending on your permissions and enabled features, its page includes:

• Members and the organization owner.
• Account managers, followers, tags, and custom properties.
• Service subscriptions and purchased allowances.
• Requests, invoices, billing information, and messages.
• Shared files, reviews, tracked time, and credit/hour balances.

Create an organization with its name, then add the relevant contact and account details. Use managers for responsibility, followers for updates, and tags for consistent account grouping.

Choose managers, followers, and an owner

1. Open the organization and find its sidebar cards.
2. In Account managers, use the plus/select control to choose teammates. Selected people show as checked; deselect a person or use their remove action when responsibility changes.
3. In Default following users, use the plus/select control to choose the available teammates or organization members who should follow the account. Remove people who no longer need updates.
4. In Organization owner, use the add/edit control and choose an existing member of that organization.
5. Check the names shown in each card after the change completes.

The organization owner is selected from that client organization's members and is separate from the agency workspace owner. An empty owner picker can mean the organization has no other eligible members; add the intended client to the organization first.

Organization members share the account's service stock and files. Check the organization assignment carefully when adding or moving a client, because it affects which account resources they can access.

See Brand Hub for organization brand guidance and Reports for account health and profitability tools.

Remove a client

Use Delete for a single client or select clients and use the bulk delete action. Review the confirmation before proceeding.

Deleting a client removes that client record and removes client-only membership in the workspace. It does not remove an owner's or teammate's independent workspace membership. Client deletion is not presented as a recoverable archive action; export any information you need beforehand.

Troubleshooting

• Cannot create a client: Check create_clients, your client allowance, the required organization, and any email validation error.
• Cannot manage organizations: Check manage_client_organizations with your workspace administrator.
• Client sees the wrong account data: Verify their organization and the active workspace.
• Missing billing, files, or services: Check the organization's records, enabled modules, and your role permissions.

For bulk data migration, see Import & Export. For temporary client troubleshooting access, see Impersonation.