> ## Documentation Index
> Fetch the complete documentation index at: https://docs.seocrawler.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Client Management

> Organize and manage multiple client domains efficiently

## 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.

<Info>
  **Available on**: Agency plan only
</Info>

## Client Organization

### Creating Client Groups

Organize domains into logical groups for each client:

<Steps>
  <Step title="Open Client Management">
    Navigate to **Clients** in the sidebar.
  </Step>

  <Step title="Create New Client">
    Click **Add Client** and enter:

    | Field             | Description                     |
    | ----------------- | ------------------------------- |
    | **Client Name**   | Company or project name         |
    | **Contact Email** | Primary contact email           |
    | **Contact Name**  | Main point of contact           |
    | **Notes**         | Internal notes about the client |
  </Step>

  <Step title="Assign Domains">
    Add existing domains to the client or add new domains directly.
  </Step>

  <Step title="Configure Settings">
    Set client-specific options:

    * Report recipients
    * Crawl schedules
    * Notification preferences
  </Step>
</Steps>

### 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]
```

## Bulk Operations

### Bulk Crawling

Crawl all domains for a client at once:

<Steps>
  <Step title="Select Client">
    Navigate to the client dashboard.
  </Step>

  <Step title="Click Crawl All">
    Click **Crawl All Domains** button.
  </Step>

  <Step title="Configure Options">
    Choose scan options to apply to all crawls:

    * SSL Check
    * SEO Analysis
    * Anchor Text Analysis
    * Response Trends
  </Step>

  <Step title="Start">
    Crawls are queued and run sequentially.
  </Step>
</Steps>

### Bulk Reporting

Generate combined reports for all client domains:

| Report Type            | Description                        |
| ---------------------- | ---------------------------------- |
| **Summary Report**     | High-level overview of all domains |
| **Detailed Report**    | Full analysis for each domain      |
| **Executive Report**   | 1-page summary for stakeholders    |
| **Individual Reports** | Separate 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]
```

### 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

## Client Access Control

### Sharing Access with Clients

Give clients direct access to their reports:

<Tabs>
  <Tab title="View-Only Access">
    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.
  </Tab>

  <Tab title="Shared Links">
    Generate shareable links for specific reports:

    1. Go to a crawl result
    2. Click **Share**
    3. Configure access (password, expiry)
    4. Send link to client

    No account required for clients.
  </Tab>

  <Tab title="Scheduled Reports">
    Automatically send reports to clients:

    1. Go to Client → **Scheduled Reports**
    2. Add recipient email
    3. Set frequency
    4. Choose report type

    Reports are sent automatically via email.
  </Tab>
</Tabs>

### Access Levels

| Role             | Capabilities                         |
| ---------------- | ------------------------------------ |
| **Viewer**       | View reports, receive notifications  |
| **Collaborator** | View + run manual crawls             |
| **Manager**      | All above + edit settings, schedules |

<Note>
  Client users only see domains assigned to their client—they cannot access other clients' data.
</Note>

## Client Notifications

### 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
```

### Notification Templates

Customize notification emails per client:

* Use client's name in greeting
* Include only relevant domains
* White-label branding applied

## Billing & Client Tracking

### 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
```

### 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

## Client Lifecycle

### Onboarding New Clients

<Steps>
  <Step title="Create Client">
    Add new client with contact information.
  </Step>

  <Step title="Add Domains">
    Add all client domains (they'll need to verify each).
  </Step>

  <Step title="Initial Crawl">
    Run first crawl on all domains.
  </Step>

  <Step title="Generate Baseline Report">
    Create initial health report.
  </Step>

  <Step title="Set Up Scheduling">
    Configure ongoing crawl schedule.
  </Step>

  <Step title="Share Access">
    Invite client to view their dashboard (optional).
  </Step>
</Steps>

### Offboarding Clients

When a client relationship ends:

<Steps>
  <Step title="Export Final Reports">
    Generate comprehensive final reports for records.
  </Step>

  <Step title="Remove Client Access">
    Revoke any viewer/collaborator access.
  </Step>

  <Step title="Archive or Delete">
    Choose to archive (keep data) or delete (remove all data).

    <Warning>
      Deleting a client removes all associated domains and crawl history permanently.
    </Warning>
  </Step>
</Steps>

## Agency Workflow Tips

<CardGroup cols={2}>
  <Card title="Standardize Schedules" icon="calendar">
    Use consistent crawl schedules (e.g., all clients crawled weekly on Sundays) for easier management.
  </Card>

  <Card title="Template Reports" icon="file-lines">
    Create report templates that work across clients, customized only by branding.
  </Card>

  <Card title="Batch Operations" icon="layer-group">
    Use bulk operations to manage multiple clients efficiently during review sessions.
  </Card>

  <Card title="Client Portals" icon="door-open">
    Give clients viewer access so they can check status without emailing you.
  </Card>
</CardGroup>

## Client Tags & Filtering

### Adding Tags

Tag clients for filtering and organization:

* `active` / `inactive`
* `enterprise` / `small-business`
* `monthly-retainer` / `project-based`
* Industry tags: `ecommerce`, `saas`, `agency`

### Filtering by Tags

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

Showing 12 of 45 clients

Sort by: [Last Activity ▼]
```

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="Can clients see each other's data?">
    No. Client access is strictly isolated. Users with client-level access can only see domains assigned to their specific client.
  </Accordion>

  <Accordion title="How many clients can I have?">
    Unlimited clients on the Agency plan. There's no cap on client groups—only on total domains and daily crawls.
  </Accordion>

  <Accordion title="Can I transfer a domain between clients?">
    Yes. Go to the domain settings and change the assigned client. History and data move with the domain.
  </Accordion>

  <Accordion title="Do clients need to verify domains?">
    Yes, domain verification is still required. You can verify on behalf of clients if you have DNS access, or guide them through the process.
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="White-Labeling" icon="palette" href="/agency/white-labeling">
    Brand reports with your agency identity.
  </Card>

  <Card title="Custom Domains" icon="globe" href="/agency/custom-domains">
    Serve reports from your own domain.
  </Card>
</CardGroup>