Your own agency is included once you run five client accounts. Set it up before your first client, so your team learns the portal where nothing can go wrong.
Three kinds of access, and every one belongs to a named person. Owner sees everything, including your rates and billing. Team sees the accounts you give them and nothing about pricing. Client view is one client’s overview and battle map, read-only.
Add a person from People with a name, an email and a role; they get their own sign-in link. Remove one in a click and nobody else changes. Give your writer Team on the accounts they write for, or skip the portal and send them Export this month.
Your partner home shows how many prospect scans you have this month. Run one on a business you’re pitching: website, optional industry, done. You get their battle map handout with your branding and no login for them. When they sign, “Convert to account” keeps the baseline so their first month shows what changed.
Some clients want a dashboard and will never look at it. Give them a client view link: read-only, overview and battle map only, nothing to click wrong. Add each person at the client under Client contacts on the account row of your partner home; each contact gets their own link, and revoking one never touches another. Or give them nothing and hand them the monthly PDF. Your call per client.
If someone outside your team does the writing, open the work list and use “Export this month.” They get the work list and every open brief as one PDF, with your branding. They never see the dashboard.