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Agency setup, manage many client brands under one company

Agencies create a Company workspace, add one Brand per client, scope team members to specific Brands, and use per-Brand spending limits so client A's budget can't fund client B.

The pattern

  • One Company workspace for the agency itself
  • One Brand per client inside the Company
  • Team members scoped per-Brand (Account Manager A is scoped to client A’s Brand only)
  • Per-Brand spending limits equal to each client’s allocated budget

Wallet

You can:

  • Have one Company wallet, agency tops up and bills clients separately offline
  • Or pass client funds through: clients send budget to agency, agency tops up, marks spend per client via per-Brand attribution

Whichever fits your billing model. The per-Brand ledger view makes both clean.

Reporting per client

Every report defaults to per-Brand. Export PDF/Excel per Brand and send to the client. No cross-client data leaks because Brand scoping isolates everything visible to scoped Members.

Scaling

Agencies running >20 active Brands → contact support for the Agency dashboard view (cross-Brand rollup analytics + client-status overview).

When NOT this

If you’re an agency that fully takes over client identity (you literally are the client’s brand), use separate Companies per client instead. Brands inside a Company share too much for that case.

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