Client workspaces and the client portal

Before you start

• An Agency plan, or an Agency trial
• Your logo and brand colors, if you want the portal branded

Steps

1. Create a workspace for each client

   Add a client, then add their domain as a project. Credits are pooled across all of your client workspaces.

2. Invite your staff

   Agency L1 includes 10 staff seats, with 3 more at each level. Extra seats are $15 a month each.

3. Choose roles

   Roles are admin, team, collaborator, and client, with capability toggles for things like billing, exports, and tasks. Collaborators see only the clients shared with them.

4. Invite client users

   Client logins are unlimited on Agency plans. Clients see only their own workspace in the portal.

5. Brand the portal

   Agency plans are fully white label. Add your logo and colors, and clients see your brand, not Doily's.

6. Bill clients if you want to

   Agencies can connect their own payment account to bill clients through Doily. Doily takes no cut, and the client-facing billing tab shows only your branding.

Tips

• Name each client workspace the way the client knows their business, so staff and clients recognize it at a glance.
• Each level adds 10 client workspaces. Move up a level when you reach your limit, or add 1 workspace at a time.
• Prospects are not clients. They do not count toward your workspaces or your tracking limits.

Troubleshooting

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