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Overview

Agency plan users often manage dozens or hundreds of domains across multiple clients. Client Management features help you organize domains, control access, and streamline reporting for your agency workflow.
Available on: Agency plan only

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Client Organization

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Creating Client Groups

Organize domains into logical groups for each client:
1

Open Client Management

Navigate to Clients in the sidebar.
2

Create New Client

Click Add Client and enter:
FieldDescription
Client NameCompany or project name
Contact EmailPrimary contact email
Contact NameMain point of contact
NotesInternal notes about the client
3

Assign Domains

Add existing domains to the client or add new domains directly.
4

Configure Settings

Set client-specific options:
  • Report recipients
  • Crawl schedules
  • Notification preferences

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Client Dashboard

Each client has a dedicated dashboard: 
Client: Acme Corporation
═══════════════════════════════════════════════════════════
Contact: John Smith (john@acme.com)
Domains: 5
Last Activity: 2 hours ago

Domains                          Health    Last Crawl
─────────────────────────────────────────────────────────
acme.com                         82/100    Today
shop.acme.com                    78/100    Today
blog.acme.com                    91/100    Yesterday
support.acme.com                 85/100    Yesterday
careers.acme.com                 73/100    2 days ago

Quick Actions:
[Crawl All] [Generate Report] [Share Access] [Settings]

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Bulk Operations

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Bulk Crawling

Crawl all domains for a client at once:
1

Select Client

Navigate to the client dashboard.
2

Click Crawl All

Click Crawl All Domains button.
3

Configure Options

Choose scan options to apply to all crawls:
  • SSL Check
  • SEO Analysis
  • Anchor Text Analysis
  • Response Trends
4

Start

Crawls are queued and run sequentially.

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Bulk Reporting

Generate combined reports for all client domains:
Report TypeDescription
Summary ReportHigh-level overview of all domains
Detailed ReportFull analysis for each domain
Executive Report1-page summary for stakeholders
Individual ReportsSeparate report per domain
Bulk Report Generation
─────────────────────────────────────────
Client: Acme Corporation

Report Type:
  ● Combined Summary (all domains in one report)
  ○ Individual Reports (one per domain)
  ○ Both

Include:
  ☑ Executive Summary
  ☑ Domain Health Scores
  ☑ Top Issues by Priority
  ☐ Full Issue Lists (adds many pages)

Format: PDF ▼

[Generate Reports]

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Bulk Scheduling

Set crawl schedules for all client domains:
  1. Select client
  2. Click Schedule All
  3. Configure frequency (daily, weekly)
  4. Choose time slot
  5. Apply to all or selected domains

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Client Access Control

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Sharing Access with Clients

Give clients direct access to their reports:
Clients can view reports but not run crawls or change settings.
  1. Go to Client → Share Access
  2. Enter client’s email
  3. Select Viewer role
  4. Send invitation
Clients receive a link to view their dashboard.

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Access Levels

RoleCapabilities
ViewerView reports, receive notifications
CollaboratorView + run manual crawls
ManagerAll above + edit settings, schedules
Client users only see domains assigned to their client—they cannot access other clients’ data.

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Client Notifications

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Configuring Notifications

Set which notifications clients receive: 
Client Notifications: Acme Corporation
─────────────────────────────────────────
Recipients: john@acme.com, sarah@acme.com

Notify on:
  ☑ Crawl completed
  ☑ New critical issues found
  ☑ Issues resolved
  ☑ SSL certificate expiring
  ☐ Weekly summary (use scheduled reports instead)

Notification method:
  ● Email only
  ○ Email + In-app

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Notification Templates

Customize notification emails per client:
  • Use client’s name in greeting
  • Include only relevant domains
  • White-label branding applied

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Billing & Client Tracking

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Per-Client Usage

Track usage by client for billing purposes: 
Usage by Client (This Month)
═══════════════════════════════════════════════════════════
Client              Domains  Crawls  AI Reviews  Usage $
─────────────────────────────────────────────────────────
Acme Corporation        5      32        2       $45.00
Beta Industries         3      18        1       $28.00
Gamma Startup           2      12        0       $15.00
Delta Agency            8      45        3       $62.00
─────────────────────────────────────────────────────────
Total                  18     107        6      $150.00

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Export for Invoicing

Export usage data for client billing:
  1. Go to Reports → Usage Export
  2. Select date range
  3. Choose clients to include
  4. Export as CSV
CSV includes:
  • Domains crawled
  • Crawl count
  • Pages checked
  • AI reviews used
  • Estimated cost

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Client Lifecycle

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Onboarding New Clients

1

Create Client

Add new client with contact information.
2

Add Domains

Add all client domains (they’ll need to verify each).
3

Initial Crawl

Run first crawl on all domains.
4

Generate Baseline Report

Create initial health report.
5

Set Up Scheduling

Configure ongoing crawl schedule.
6

Share Access

Invite client to view their dashboard (optional).

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Offboarding Clients

When a client relationship ends:
1

Export Final Reports

Generate comprehensive final reports for records.
2

Remove Client Access

Revoke any viewer/collaborator access.
3

Archive or Delete

Choose to archive (keep data) or delete (remove all data).
Deleting a client removes all associated domains and crawl history permanently.

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Agency Workflow Tips

Standardize Schedules

Use consistent crawl schedules (e.g., all clients crawled weekly on Sundays) for easier management.

Template Reports

Create report templates that work across clients, customized only by branding.

Batch Operations

Use bulk operations to manage multiple clients efficiently during review sessions.

Client Portals

Give clients viewer access so they can check status without emailing you.

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Client Tags & Filtering

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Adding Tags

Tag clients for filtering and organization:
  • active / inactive
  • enterprise / small-business
  • monthly-retainer / project-based
  • Industry tags: ecommerce, saas, agency

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Filtering by Tags

Client Filter
─────────────────────────────────────────
Tags: [active ▼] [enterprise ▼]

Showing 12 of 45 clients

Sort by: [Last Activity ▼]

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Frequently Asked Questions

No. Client access is strictly isolated. Users with client-level access can only see domains assigned to their specific client.
Unlimited clients on the Agency plan. There’s no cap on client groups—only on total domains and daily crawls.
Yes. Go to the domain settings and change the assigned client. History and data move with the domain.
Yes, domain verification is still required. You can verify on behalf of clients if you have DNS access, or guide them through the process.

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Next Steps

White-Labeling

Brand reports with your agency identity.

Custom Domains

Serve reports from your own domain.