On the Agency plans, a workspace can hold the domains of many clients. Each client groups its domains, can have its own alerts and trackers, and can receive a monthly PDF report with your logo.

Create clients and file their domains

Owners and admins create a client on the Clients page (Add a client) or on the Alerts page. Then file domains under it:

when you add a domain, by choosing its client;
when you import a list, with the client’s name next to each domain (missing clients are created);
later, from the domain’s settings (Client, then Move).

The domain list shows each domain’s client, and its search finds domains by client name.

Alerts and tickets per client

On the Alerts page, a channel can be limited to one client: it then receives only the alerts of that client’s domains. Channels for the whole workspace receive everything. Ticket trackers can be limited to one client the same way (see Tickets).

Send a monthly report

Set your logo in Settings › Your logo on the PDF reports (PNG or JPEG, 1 MB at most). It is shown at the top of every report, with “Prepared by” and the name of your workspace.
On the Clients page, under the client, add the addresses that should receive the report. A member of your workspace is added at once; anyone else first receives a message asking to confirm (they have three days). Up to ten addresses per client.
Choose the report language if it should differ from the workspace’s: English, French or German. It applies to the report and to the e-mails its recipients get.
Press Turn on. From then on, the report of the month just ended goes out on the 1st to the confirmed addresses.
Press Send me a test to receive it yourself first.

What the report contains

One PDF for all the client’s domains. For each domain: its score at the end of the month and how it moved, what was fixed and what appeared during the month, and what is left to do, with the fix.

Each client’s card also lets you download the report of last month, or this month so far, at any time.

Sending, and stopping it

The card says when the last report went out and to how many addresses (a failed sending is tried up to three times). Every report e-mail carries a link to stop receiving it; an address that used it cannot be added again by you, only its owner can ask again.

Turn the report off with Turn off, and remove an address with Remove.