Agency plans include client management features for tracking multiple brands and providing client portal access.
The Agency plan includes 3 client workspaces and 6 websites pooled across them, so you decide how many sites each client gets. Adding a client past that cap returns a limit error; email contact@prominara.com if you need more slots.
Adding Clients
- Navigate to Clients in the sidebar (Agency plans only)
- Click "Add Client"
- Enter client name and details
- Assign sites to the client
Client Portal
Enable portal access for clients to view their own data:
- Clients see only their assigned sites
- Granular permissions (scores, recommendations, competitors, reports)
- White-label with your agency logo and brand color
For detailed portal documentation, see the Client Portal Guide.
Client Reports
Generate branded reports for client presentations:
- Custom cover page with your logo
- Executive summary
- Performance trends
- Recommendations
Managing Client Sites
Each client can have multiple sites assigned:
- Open the client detail page
- Click "Add Site" or select existing sites
- Sites appear in the client's portal automatically
- Scan data and reports are scoped to assigned sites