Help center / 4 articles
Agency accounts
Client workspaces, permissions, white-label reporting and wholesale billing.
Articles
Agency dashboard overview One Clients page for every client, the portfolio strip, log in as client, email reports, agency API keys and what an agency plan includes. 4 min Agency reporting The Agency Summary Report for you and Client Detail Reports for each client, how to schedule them, who receives them, and how to pull the same figures through the API. 3 min Adding a client to an agency account How to invite a client by email, what happens if they already use Convultra, what it adds to your bill, and what to set up first. 3 min