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The Agency Client CRM

👥 Clients (clients.html)

Your Multi-Tenant Roster.

This page allows Agency Admins to create completely isolated instances of the BDS Growth Engine for their clients. Each client gets their own walled-garden environment for their brand setup, social platforms, and billing quotas.

The Global Quota Dashboard Agency Tiers Only

At the top of the Clients page is your master allocation dashboard. Because your agency pays for a global pool of resources, you must monitor how they are distributed.

📊 Master Quota HUD

  • Client Seats: How many sub-accounts you have created versus your plan's total allowed seats.
  • Video Minutes: Your total agency pool of video generation minutes, showing how many you have allocated to clients vs. how many remain unallocated.
  • Articles: Your total agency pool of long-form articles, separated by allocated and remaining.

Client Management

Beneath the quota dashboard is your roster. You can use the top Search Bar to instantly filter through hundreds of client accounts by Name or Email.

➕ Creating a New Client

Clicking the "+ Add Client" button opens a modal to provision a brand-new tenant account. You will define:

  • Company & Contact Details: Their business name and primary email.
  • Login Credentials: You will set their initial password so they can log into your portal.
  • Resource Allocation: **Crucial step.** You must define their exact starting limitations. E.g., "Give this client exactly 50 Video Minutes and 10 Articles." This draws down from your master agency pool and physically prevents this specific client from over-spending your resources.

📫 The Welcome Email Modal

Once you successfully create a client, the platform automatically generates a custom, formatted Welcome Email. A modal will pop up allowing you to instantly "Copy & Open Email" directly in your native mail app so you can fire off their secure login credentials.

*Note: If you are on an Enterprise/White-Label tier, this email perfectly strips out all "BDS Growth" branding so the client only sees your agency's name.*

📇 Client Cards

Your current clients are displayed as interactive cards. At a glance, you can see:

  • Their **Status** (Active vs Inactive).
  • Their **Live Usage** (e.g., showing they have consumed 14 of their 50 assigned Video Minutes).
  • Clicking on any card dives deep into that specific client's internal ecosystem (which we will cover in the `client-detail.html` module).