Agencies: sub-brands in one account

For brands1 min read

Agencies keep every client in their own space inside one account. Each sub-brand has its own chats, orders and campaigns, and a switcher in the top bar moves between them.

On this page
In short
  • Add a client by name and complete the details later.
  • In a client's view you see only that client's work.
  • Archive a client when the work is done and restore them when you need to.

Adding a sub-brand

  1. 1Open the account menu and choose Sub Brands.
  2. 2Tap Create sub brand and enter the client's name.
  3. 3Add the contact person, tax number and address now or later.

The three views

The switcher in the top bar opens three views:

ViewWhat you see
Main companyWork the agency orders in its own name
ClientOnly that client's chats, orders and campaigns
All BrandsEvery client's work in one list, for a weekly check

In the All Brands view you can't start a new chat, offer or campaign: pick the client first, so work never lands in the wrong client's space.

Archiving and restoring

When the work with a client ends, archive them from sub brand details. Restore them whenever you need them again; their history stays.

Ordering for a client

The order flow is the same in every view. Offers show one total, so you can put the price in front of your client as it is. For many videos with one brief, open a campaign in that client's view. The agencies page has more examples.