In your white-label reputation management platform, there are two flexible ways to manage clients based on how much control and access you want to give them. This guide will help you decide the best setup for your agency or resale business.
🔀 Option 1: Direct Organization Creation (No Customer Login)
✅ Best for:
- Agencies who manage everything on behalf of their clients.
- Clients who don’t need or want platform access.
- Fast, minimal setup needs.
⚙️ How it works:
- You skip customer creation entirely.
- Directly create an organization under your agency/reseller account.
- You fully manage all reviews, widgets, campaigns, etc., for the client.
- No login or dashboard access is provided to the client.
✨ Benefits:
- Simplified workflow.
- Quicker to set up.
- Ideal for service-based models where you do everything.
🔐 Option 2: Customer Account Creation (With Login Access)
✅ Best for:
- Agencies who want to give clients platform access.
- Clients who want to manage reviews or view data themselves.
- Offering tiered feature access via plans.
⚙️ How it works:
- You create a customer account (this automatically creates an associated organization).
- Assign a Custom Plan to that customer.
- The customer can log in and access features based on the plan limits and permissions.
🔧 Feature Access & Limits:
- Plans allow full control over:
- Feature availability (e.g., campaigns, widgets, analytics).
- Usage limits (e.g., SMS credits, review sources, team members).
- Plan settings can be overridden per customer via the Customer Management > Plan Options screen.
✨ Benefits:
- Self-service model with controlled access.
- Monetize based on features and limits.
- Great for scaling or tiered offerings.
⚖️ Which Should You Use?
| Need/Scenario | Recommended Approach |
|---|---|
| Want to fully manage everything yourself | Direct Organization Creation |
| Client doesn’t need to log in | Direct Organization Creation |
| Need to offer platform access to clients | Customer Account Creation |
| Want to restrict or grant feature access | Customer Account Creation |
| Offer tiered pricing or usage plans | Customer Account Creation |
| Want maximum flexibility per client | Customer Account + Plan Override |
🛠 Bonus Tip: Ultimate Flexibility
Even after assigning a plan, you can override it per customer:
- Go to Customers > Click Manage > Plan Options.
- Enable/disable features or adjust limits for that specific customer.
- Perfect for VIP clients or special use cases.
🚀 Summary
Your SaaS gives agencies complete freedom in how they serve their clients. Whether you're offering a hands-on service or empowering clients with a self-serve dashboard, you can tailor the experience with:
- Organization-only setup (no login)
- Customer + Plan-based setup (with login)
Pick the one that fits your workflow — or mix both depending on your client base.