Agency overview
Manage many client businesses from one Diviner One login: the agency dashboard, adding clients, switching accounts, billing, and credits.
Agency overview
Diviner One has a dedicated agency mode. It lets you run reviews, local visibility, and client work for many businesses from one login.
The agency dashboard
Open it with the Agency dashboard link in the top bar. It shows your client count, active subscriptions, and review totals across all clients. From here you can add clients, open any client account, and manage your team.
The agency dashboard also has its own tabs:
- Surveys — run surveys across clients
- CRM — a deals pipeline fed by your contact forms
- Contracts — proposals and statements of work with e-signature
- Work manager — a kanban board for your agency, plus one per client, with time tracking
- Team — invite team members to your agency
- Notifications — activity across all your clients in one feed
Add a client
Click Add client on the agency dashboard. There are two paths:
- Create a new workspace. You set the business name and pick a plan. The workspace starts with a 14-day free trial. Use this when the client has no Diviner One account.
- Link an existing account. Enter the email on the client's existing account. The account owner accepts the invitation from Settings → Agency access. Use this when the client already uses Diviner One.
Switch between accounts
Use the Viewing switcher in the top bar. Every client account you manage appears there. You get the full app for whichever account you are viewing.
Billing
By default each client pays for their own subscription. Plans are Grower ($24/mo), Builder ($40/mo), and Maven ($100/mo).
You can also take over billing for a client. Open the client from the agency dashboard and use Billing management. The subscription then bills to your agency's payment method. You can release billing back to the client later.
Credits
Your agency account receives 200 credits per month. You earn bonus monthly credits for each client with an active paid subscription: +200 for Grower, +300 for Builder, +500 for Maven. Clients get their own plan credits (500 / 1,000 / 2,000 per month).
While at least one client has an active paid subscription, your agency's own workspace is free.
Client portal
Each client can have a private portal where you publish reports and documents. See Customer portal for the full guide.
For clients
If an agency manages your account and you want to review or remove that access, see Agency access.