Managing Clients in Agency Mode

Inviting a Client

1. Go to Agency → Clients
2. Click Invite Client
3. Enter the client's email and click Invite

If the client is already registered — they're linked to your agency immediately. If not — they receive an invitation email to register.

[SCREENSHOT: Agency → Clients — Invite Client form open with email field and Invite button]

Client Access Restrictions

For each client you can hide sections they don't need:

• Hide Billing — client can't see or change their plan
• Hide API Keys — client can't see or change keys (uses your agency keys)

[SCREENSHOT: Client row expanded showing "Access restrictions" checkboxes — Hide Billing and Hide API Keys]

Per-Client Article Quota

Click the article count on a client row to set a monthly quota — how many of your agency's shared articles this client can use. Useful for fair resource allocation.

Client Notes

Each client card has a Note field visible only to the agency. Use it to store client preferences, special instructions, or reminders.

Login as Client

Click Login as client to switch into their account. A banner appears at the top showing the client's name and a Return to agency button.

[SCREENSHOT: Top banner "You are in client's cabinet — [email]" with Return to agency button]

Removing a Client

Click Remove client to unlink the client from your agency. Their account and data remain intact.