Agency Overview

The Client Portal gives your agency a central place to manage client relationships, share deliverables, track tasks, and surface campaign analytics — all under your own branding.

Two sides to the portal

Side	Who uses it	URL pattern
Admin panel	Your agency team	/admin/*
Client portal	Your clients	/dashboard, /tasks, /files, etc.

When you log in as an agency user you land in the admin panel. Clients log in through the same URL but see their own portal view.

First-time setup

If this is a fresh workspace, the app will redirect you to the onboarding flow at /admin/onboarding. Complete these steps before inviting clients:

1. Connect your workspace — add your API keys and database credentials in General Settings.
2. Set up branding — upload your logo and choose an accent colour so the client-facing portal reflects your agency.
3. Configure integrations — connect Google Drive and Slack so client folders and channels can be created automatically.
4. Create your first client — head to Managing Clients.

Navigation

The admin sidebar gives you quick access to:

• Overview — high-level summary across all clients: pending files, upcoming events, and a CSV metrics uploader.
• Clients — your full client list with onboarding and integration status at a glance.
• Tasks — all tasks across every client in one view.
• Files — file approval queue.
• Calendar — events and calendar requests from all clients.
• Assets — shared asset library.
• Settings — workspace configuration, integrations, branding, team, and services.