Setting up your agency workspace

Set up your agency workspace in 5 minutes

When you upgrade to Agency, a guided 7-step wizard pops up the first time you visit the dashboard. You can pause at any step — your progress is saved server-side and resumes wherever you left off.

The 7 steps

1. Workspace name — appears on every report cover + share-link viewer. Smart-defaults to "<Your name>'s Agency" or "<domain> Agency".
2. Agency logo — drop a transparent PNG (or JPG/WebP/SVG). 5MB cap. Auto-converted to WebP for fast PDF rendering. You can replace later from workspace settings.
3. Brand colours + font pairing — 6 quick presets (Sunrise / Aurora / Ocean / Forest / Berry / Slate) or fine-tune with hex pickers. 6 Google-Font pairings cover most agency aesthetics.
4. First client site — paste the client's domain. We normalise it (strip https://, www, trailing slash).
5. Tracking detection — informational. We auto-detect 12+ trackers (GA4, GTM, GSC, Bing, FB Pixel, CookieBot, Consent Mode v2, etc) on every audit. Optional: pre-supply the expected GA4 measurement ID for installation verification.
6. Schedule a report — weekly (Monday 9am) or monthly (1st of each month, 9am local). PDF gets delivered to the recipient email automatically.
7. Run first audit — kicks off a fresh scan on the site you added in step 4. Results land in your dashboard in 30-90 seconds.

Resuming the wizard

If you pause, the wizard reopens next time you visit the dashboard. To skip permanently, click "Pause setup — I'll finish later" and confirm — the wizard then never reopens (configurable from Settings → Account → Reset onboarding).

Re-running the wizard

Owner role can re-trigger the wizard by clearing the agency_onboarding_completed_at timestamp from Settings → Account → "Run agency setup again".