Run client sites from one account
Updated
Set up one workspace per client#
- Create a workspace for each client in Settings > Workspaces. Scale includes 5 workspaces and Infrastructure 20. See add another website.
- Switch to the client's workspace at the top of the sidebar. With more than 3 workspaces, a search box helps you find it.
- Connect the client's website in Connections, and their Search Console property. If the client or their developer holds the login, click Send it to your developer to send them a one-time link. See connect your website.
- Set how much the agents may do on their own for this client in Settings > AI Agents. Each workspace has its own approval mode and daily credit cap.
See all your clients at once#
- Portfolio (sidebar, under Insights) lists every client: what needs you, what is winning, and how search moved this week. It appears for Owners and Admins once the account has 2 or more workspaces.
- The bell in the top bar lists decisions waiting in every workspace, with the site name on each row. Clicking a row switches to that client and opens the task. See the Needs you list.
- A weekly email on Mondays covers all your client sites in one message. Quiet weeks send nothing.
Credits across clients#
All workspaces share one credit pool. Each extra workspace you buy adds 1,000,000 credits a month. To stop one busy client from using most of the pool, lower that workspace's Daily credit cap in Settings > AI Agents. To see what each client used, select the workspace and open Settings > Billing Details > Where your credits went. See how credits work.
Your team and your clients#
| Teammates | Clients | |
|---|---|---|
| How to invite | Settings > Team > Add member | Settings > Referrals > Invite a client |
| What they see | Every workspace in the account | Only their own site's reports |
| Seat | Admins and Members use a seat; Viewers are free | No seat |
| Can approve changes | Admins and Members, from the dashboard | Clients invited as Approver, from email |
Teammates cannot be limited to some workspaces: everyone on the team sees every client. See invite teammates and let clients approve changes.
Your brand instead of ours (Infrastructure)#
On Infrastructure, the owner can set an agency brand in Settings > White-label: your agency name, logo and colours on the client portal, sign-in page, client emails and proof reports. On other plans, client invitations and the client portal use SEOmatic branding, and the tab shows Available on the Infrastructure plan.
- Why don't I see Portfolio?
- It needs 2 or more workspaces in the account, and you must be the Owner or an Admin.
- Can a client see my other clients?
- No. A client invited from Invite a client sees only the site of the workspace they were invited to.
- Can I approve work for several clients at once?
- Each workspace has its own board. The bell gathers waiting decisions from all of them so you can work through them in one place.
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