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Documentation Index

Fetch the complete documentation index at: https://docs.onsomble.ai/llms.txt

Use this file to discover all available pages before exploring further.

An agency account is the starting point for managing a portfolio of client Sites in Onsomble. It differs from a regular business account in a few important ways:
  • You can create and manage many client Sites from one login
  • Your team can be given tiered access — across all clients or scoped to specific ones
  • Billing rolls up to the agency level, not to each individual client
This page walks through getting the agency itself set up before you bring any clients in.

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Creating the agency account

When you sign up at app.onsomble.ai, choose Agency rather than the single-business option. This unlocks the agency-specific structure — portfolio dashboard, multi-Site management, team access controls. During setup you’ll be asked for:
  • Agency name — how your agency appears across the product and in client-facing reports
  • Primary contact — the email account used for admin notifications and billing
  • Your timezone — used for scan scheduling and reporting
You can change any of these later from agency settings.
If you’ve already signed up as a single-business account and want to convert to an agency account, contact [email protected] before adding any Sites. Converting after you have Sites in place is possible but takes a bit more care.

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Inviting your team

Once the agency account exists, invite the colleagues who’ll work on client Sites. From Agency settings → Team, add each team member by email address. When you add a team member you decide two things:
  • Which clients they can access — all current and future Sites, or a specific list
  • What they can do — whether they can edit Sites, run scans, build workflows, manage billing, or just view results
Typical roles look like:
RoleAccessWhat they do
OwnerAll clientsAgency principal or senior lead. Full control including billing.
Account leadSpecific clientsOwns the client relationship for those Sites. Sets up scans, reviews results, generates reports.
PractitionerAll or specific clientsDoes the hands-on work — building workflows, acting on recommendations.
ViewerSpecific clientsRead-only access for people who need to see results but shouldn’t be making changes.
These are conventions, not hard roles — access is configurable at the individual level so you can shape it to how your agency actually works.

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What to set up before onboarding clients

A few foundations make client onboarding smoother later:
  • A naming convention for client Sites. We recommend using the client’s business name verbatim, but decide as a team before the first Site is created so the portfolio dashboard stays tidy.
  • Scan schedule defaults. Most agencies run weekly scans for active clients and monthly scans for lower-touch ones. Picking a default makes setup faster per client.
  • A shared prompt starter library. For clients in similar industries, you’ll reuse similar prompt structures. Saving a few templates saves time across the portfolio.
  • Report templates. If you have a standard client-facing report structure, align on what it looks like before you generate the first one. See Client reporting.
None of this is blocking — you can start adding clients immediately — but a short planning session pays off by the fifth or sixth client.

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What’s next

Onboarding a client

Step through adding a client’s Site, setting up their first scan, and handing them the ongoing rhythm.

Portfolio management

Work efficiently across many clients — the portfolio dashboard, Site switcher, and triage habits.