> For the complete documentation index, see [llms.txt](https://docs.getuntitled.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.getuntitled.ai/agency-and-multi-brand-management.md).
# Agency & Multi-Brand Management
The Agency Management feature in the Untitled portal gives Agencies and Multi-Brand organizations a single, holistic view of all their client accounts. Rather than logging into individual accounts to monitor progress, you can now add clients, create tags, and manage monthly resolution budgets all from one centralized location.
## Overview:
Agency & Multi-Brand Controls:
* [Add a New Client Account](#how-to-add-a-new-client-account)
* [Create New Tags](#how-to-create-a-new-id-tag), [Set Monthly Tag Budgets](#how-to-set-a-budget-for-the-id-tag), [Enable/Disable Tags](#enable-disable-tags)
* [Manage User Access and Roles](#how-to-manage-user-access-and-roles)
This unified view consolidates the metrics most relevant to your business, including:
#### **Clients**
* The Clients tab provides a comprehensive snapshot of all client accounts, both active and inactive, within a single centralized view. This enables administrators to quickly assess account health across the entire client base without needing to access individual accounts directly.
From this view, you can monitor key account metrics, including:
* Status – Current activation state (active/inactive)
* Activity – The number of visitors over the trailing 30-day period
* Tags – Number of tags configured within each account and the health status
* Connected Sources & Destinations – Total count and source type for all integrated sources and destinations
* This consolidated view is designed to streamline account monitoring and support faster, more informed decision-making.
#### **Tags**
* This section provides a complete view of all Tags associated with each client account, allowing Agencies to monitor Tag performance at a glance. Available metrics include:
* Tag - Tag names and their associated accounts
* Status – Current operational status of each tag (Healthy vs. Inactive)
* Activity (MTD) – Month-to-date visitor activity
* Projected End-of-Month Visitors – Forecasted visitor volume based on current trends
* 7-Day Trend – Visitor activity patterns over the trailing seven days
* **New:** Agency partners can now enable or disable tags directly from this view, as well as configure tag-level budgets and create new tags for their client accounts.
#### **Usage**
* This section offers an in-depth, comparative view of visitor resolution performance across Tags and client accounts. Agency partners can select custom date ranges and sort the view according to the following criteria:
* Highest Resolutions in Period
* Highest Daily Average
* Most Tags
* Name (A–Z)
* This level of detail allows agencies to identify performance trends and prioritize accounts or tags that may require additional attention.
#### **Team**
* The Team tab allows agency partners to view all users across their client accounts and manage each individual's roles and access permissions in one centralized location.
From this section, you can:
* Invite New Users – Add new team members directly to the platform
* Assign Account Access – Designate which client accounts each user can access
* Manage Roles – Set users as Admins or Viewers
* Viewer: users have full access to Untitled, but do not have the ability to add or delete additional team members.\
Admin: admins have full access to Untitled, plus the ability to add or delete additional team members.
* This functionality gives agencies greater control over account security and ensures the right people have the right level of access.
#### **Self-Serve Whitelabeling (in development)**
* Manage your branding elements: Brand the Untitled experience as your own — logos, colors, and more. Your clients see your agency, not Untitled.
* Brandable login screen and dashboard accent
* Whitelabeled email notifications and reports
{% hint style="info" %}
At this time, white-labeling is available but must be configured by an Untitled team member. To add or update your white-label assets, please contact your Customer Success Manager.
{% endhint %}
## New Agency Management Controls:
### How to Add a New Client Account:
1. Click `Add client` in the top right.
2. In the pop-up modal, type in the name of your company. This will automatically create a workspace name for you as well.
3. Then select your client’s use case, eCommerce, B2C or B2B.
4. Click `Create Account` .
5. After a few moments your new client account will appear at the bottom of your client list and is ready to be accessed.
### **How to Create a New ID Tag**
1. To create a new Tag for one of your client accounts, navigate to the Tags section of Agency Management.
2. Click `New tag +` in the right corner.
3. Click the drop-down under Client to selected the client account you’d like to create a tag for.
4. Under Tag name, please name the Tag something memorable and identifiable, such as the name of your company or the website the Tag is being placed on.
5. Click `Continue`.
6. After naming your Tag and clicking Continue a consent window will appear where you confirm your understanding of opt-out and data-gathering requirements for your website, industry, and geography.
7. Confirm and click `Create tag`.
8. Your new Tag and associated client account will now show under the list of All Tags in the table view.
### Enable/ Disable Tags
Now you can easily manage your client Tags all in one table view.
1. To enable or disable a Tag, simply use the toggle on the far right side of the table.
2. When you update the toggle, a confirmation window will pop up to confirm your decision to enable or disable a Tag.
3. Click `Confirm and disable`, or `Confirm and enable` to finalize.
### **How To Set a Budget for the ID Tag**
In the Tag table view, you can now set a monthly budget for any Tag in any client account.
1. Click `Set budget` next to the desired Tag.
2. In the pop-up window, toggle off the No limit option next to Monthly Cap.
3. Once off, you can either select from a pre-loaded selection of monthly caps or select a custom number with the range of 0 - 250,000 resolutions with the draggable slider.
4. Click `Save budget`.
5. You will now see the saved budget for easy visibility in the table view.
### How to Manage User Access and Roles
To manage user access, navigate to the Team tab in Agency management.
1. To add a new user, click `Invite User`.
2. Then add their email address and select their role, and click `Send invite`.
1. Role Options include:\
\- **Viewer**: users have full access to Untitled, but do not have the ability to add or delete additional team members.\
\- **Admin**: admins have full access to Untitled, plus the ability to add or delete additional team members.
3. The new user will receive an email invitation to join your Agency from . (It will look like the email below).
4. If you would like to assign a new or existing user to one or multiple client accounts, click `Assign to client`.\
5. Select the user by clicking the dropdown or searching by name or email.
6. Once you select the user, you can search or scroll down your list of accounts and check the account(s) you would like them to have access to.
7. Here you can also determine their role, per account, as an Admin or Viewer.
8. Once complete, click `Assign`.\
9. Once assigned to one or multiple accounts, the user can now navigate to Current workspace in the top right corner and select the accounts they would like to switch between.
### How to Remove a User From a Client Account
To remove access to one or several client accounts, navigate to the Team tab in Agency management.
1. Select `View profile` next to the user record you would like to remove.\
2. The list of accounts that user has access to will be listed under Clients.
3. Click the `x` next to the desired account you would like to remove access from.\
4. A pop-up window will appear, confirming your decision to remove access. Click `Remove access`.
5. This client will now no longer have access to the selected account(s).
6. If you would like to remove a user’s access to all client accounts, click on the Actions menu button on the user’s record and click `Remove from agency`.\
7. A pop-up window will appear, confirming you would like to remove the user from all agency client accounts they belong to. Click `Remove from all clients`.\
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