Multi-Account Management Guide for Agencies
The most efficient way to manage multiple client accounts from a single panel. Team roles, reporting templates, and client-based budget optimization.
For a growing digital agency, the most critical operational challenge is managing multiple client accounts efficiently and without errors. Adsaify's Agency Plan is designed to simplify this process from a centralized workspace.
Workspace Structure
In Adsaify, a single workspace is created for each agency. Under this workspace, an 'Ad Account' is added for each client. Each ad account:
This way, your team members can manage all client accounts with a single login.
Team Roles and Permission Management
Roles that can be defined in the agency plan:
This structure both increases security and minimizes error risk. It prevents an intern from accidentally spending a large budget.
Client-Based Reporting
For each client, you can create weekly or monthly customizable report templates. Reports can include:
Reports can be sent to your client in PDF or interactive link format.
Budget Control and Alert System
In the agency plan, you can define a monthly spending limit for each client account. When the limit reaches 80%, both you and (optionally) your client receive an automatic notification. Campaigns are automatically paused before the limit is exceeded.
White Label Reporting
With the white label feature exclusive to the agency plan, Adsaify reports can be presented with your agency's branding. Add your logo, color palette, and agency name from Settings > Brand. Your clients won't see that Adsaify is being used.