Add and manage clients

Add clients from the agency dashboard. You can create a new Diviner One workspace or connect an account the client already owns.

Create a new client workspace

Use this path when the client does not have a Diviner One account.

1. Open the agency dashboard.
2. Click Add client.
3. Choose Create a new workspace.
4. Enter the business name and choose a plan.

The available plans are Grower at $24 per month, Builder at $40 per month, and Maven at $100 per month. The new workspace starts with a 14-day free trial.

Link an existing account

Use this path when the client already has a Diviner One account.

1. Open the agency dashboard.
2. Click Add client.
3. Choose Link an existing account.
4. Enter the email address for the account owner.

Diviner One sends the owner an invitation. They accept it from Settings → Agency access in their account. The account appears as a managed client after they accept.

Manage a client

Open a client from the agency dashboard to view their client detail page. This page brings the main controls together:

• Metrics show a summary of the client account.
• Billing management lets you manage who pays for the subscription.
• Client portal lets you turn the client's reports and documents portal on or off.
• Danger zone contains the option to disconnect the client.

See Customer portal for details about the portal toggle.

Disconnect a client

Use Disconnect in the danger zone when your agency should no longer manage the account. This removes the client from your agency.

If your agency pays for the client's subscription, disconnecting schedules that subscription to cancel at the end of its current billing period.