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Agency setup guide

This guide walks through setting up Flowpane for an agency managing multiple client websites.

  1. One Organisation for your agency. It holds the plan and billing.
  2. One Workspace per client, or per client group. Members and roles are set per Workspace, so a client contact can be given Viewer access to their own Workspace only.
  3. Sites within each Workspace.
  4. On Agency and Enterprise, Child Organisations for offices or business units that should be kept apart. See Child Organisations.

Onboarding workflow

  1. Create your account and Organisation.
  2. Create the first Workspace for your largest client.
  3. Import that client's Sites from a CSV file. See Batch import.
  4. Verify them in one pass with Verify all. DNS TXT verification is the least likely to be blocked by a client's firewall.
  5. Invite your team with the appropriate roles, and the client as a Viewer if they want to see results directly.
  6. Let the first automatic run complete, then review the dashboard and the Needs attention section on each Site.
  7. Repeat for each client Workspace.

Tips

  • Use tags to categorise Sites, for example "priority", "redesign" or "ecommerce".
  • Pin the Workspaces and Sites you work with most.
  • Set each Site's capabilities in Site settings so ads.txt, cookies and security.txt are treated as required only where they should be.
  • Generate a governance report per Site for client reviews. On Agency and Enterprise, white-label it with your own logo.
  • The Agency plan allows 100 Sites, 15 Workspaces and unlimited members, with checks every 6 hours. See Plan comparison.