Client management

From My clients (/dashboard/clientes) you manage all the accounts your agency handles.

What you can do

• Create, edit and delete clients.
• Set a logo, name and notes for each client.
• Switch the active context to a client to work "as" that client.

Work as a client

1. In My clients, select the client and activate it as the context.
2. The app switches to operating on their organization: their profile, their Brand Kit, their calendar and their content.
3. Generate content as usual; what you create comes out of the agency's account (see agency model).

Delete a client

Deleting a client erases all their data while respecting relationships (cascade delete) and syncs billing with Stripe automatically.