Getting started
Accounts, roles and access
Who can see what in AgentixSEO: user accounts, agency roles and client assignments.
Your account
- Profile: name, phone, avatar and email preferences.
- Password: enforced complexity: at least 8 characters with upper case, lower case, a number and a symbol.
- Sign-in: email and password, Google sign-in, or a one-time code by email. Repeated failed attempts trigger a temporary lockout.
- Notifications: choose which activity categories reach you by email, and which only appear in the activity feed.
Roles
| Role | Scope |
|---|---|
| Agency Admin | Everything inside one agency: team, clients, branding, white label, billing, API keys. |
| Team Member | Only the clients they are assigned to, with the features enabled for that agency. |
| Client user | A read-focused view of their own workspace and reports. |
Cross-agency isolation
Users, clients and emails are isolated per agency. A user in one agency can never read another agency's clients, even if the same business exists in both.
Client assignments
Assign team members to specific clients from Agency → Team. Assignment controls what appears in their client switcher, their dashboards and their reports. Removing an assignment revokes access immediately without deleting any work they produced.
Role vs assignment
It helps to keep these two ideas separate: a role decides which features a person can use (can they edit branding, can they manage the team, can they see billing), while a client assignment decides which businesses they can use those features on. A Team Member with the strongest feature permissions still sees nothing until they are assigned to at least one client.
Common access setups
| Situation | How to set it up |
|---|---|
| Freelancer helping on one client only | Team Member role, assigned to that single client. |
| Full-time strategist across the whole book | Team Member role, assigned to every current and future client as they onboard. |
| Client wants to see their own reports | Create a Client user for their workspace rather than sharing an agency login. |
| Someone leaves the agency | Remove their client assignments and deactivate the account; do not just change the password. |