Skip to content

Agency & multi-client guide

Agency tier is for consultancies and operators managing multiple client organizations from one AccuPredix account.

What Agency adds

Capability Description
Agency health Portfolio dashboard across linked client orgs
Bulk forecast run Trigger runs for many clients at once
White-label reports Branded PDF/Excel exports (VZ-008)
SSO SAML/OIDC for enterprise clients (BA-005)
Report templates Reusable client report layouts
Collaborative planning Shared planning sessions (WF-005)
Unlimited Workspaces, members, runs (fair use)

Agency health dashboard

Open Agency health from the sidebar (/agency/health) when your org is on Agency tier.

The dashboard shows per client:

  • Latest portfolio WAPE / accuracy
  • Renewal or engagement risk signals
  • Comparison across clients in one table

Portfolio exports

Download Portfolio PDF or Portfolio Excel from the page header when clients are linked. Use these for QBRs and internal reviews.

Bulk run progress

During a bulk run, the page auto-refreshes every few seconds until completion.

Setting up client orgs

Typical agency workflow:

  1. Create a separate organization per client (org switcher → + New organization).
  2. Complete industry onboarding for each client.
  3. Add workspaces and data per client — keep data isolated by org.
  4. Use Agency health for cross-client oversight without mixing tenant data.

Tenant isolation

Each client org has its own database tenant. Agency health aggregates metrics only — it does not merge raw order data across clients.

White-label reporting

Under Settings (per client org) or report branding fields:

  • Company name, logo, primary colour
  • Custom report title and footer
  • Option to hide AccuPredix branding on PDF exports

Agency operators configure branding per client org as needed.

SSO for clients

Agency tier enables SAML/OIDC SSO under client org Settings → SSO:

  • Upload IdP metadata or configure endpoints
  • Enforce SSO for all members of that org
  • Test login before enforcing

API and automation at scale

  • Create API keys per client org for integrations
  • Use Zapier/Make triggers documented in API overview
  • OData feed (AP-005) for Power BI / Tableau on Growth+ and Agency

Roles within an agency account

Role Typical use
Owner Agency partner — billing, all clients
Admin Engagement manager — members, settings
Analyst Run forecasts for assigned clients
Viewer Client read-only access if invited to their org

Invite client stakeholders as viewer or analyst on their org only — not your agency home org.

Upgrading to Agency

Contact sales or use Billing if self-serve Agency checkout is enabled. Existing Growth customers retain workspaces; limits expand to unlimited.