How to Use Agencies in UniLink (Manage Multiple Client Accounts From One Dashboard)

The Agencies feature lets you manage all your client accounts, switch between them instantly, and handle billing per client — without logging in and out every time.

Managing ten clients on a link-in-bio platform the old way — separate logins, separate browsers, separate tabs — wastes hours every week. UniLink's Agencies feature was built specifically for social media managers, marketing agencies, and freelancers who maintain multiple client accounts. You get a single master dashboard that shows all clients at a glance, lets you jump between them in one click, and keeps billing clean with per-client invoicing. This guide covers everything from adding your first client to optimizing a large multi-account workflow.

What Agencies Does

The Agencies feature creates a hub-and-spoke account structure. Your agency account is the hub. Each client you add becomes a spoke — a separate UniLink account that you can access and manage without ever logging in as that client. Changes you make on behalf of a client appear on their pages in real time, and they can also log in with their own credentials and see their own dashboard independently.

From the Agency Dashboard you see all clients in a single list with their plan level, page count, last-updated date, and quick-action buttons. A single dropdown at the top of the dashboard lets you switch the active workspace to any client instantly. Once switched, every action you take — adding blocks, editing content, configuring settings — applies to that client's account.

Billing is managed per client. You can assign each client to a plan and bill them separately, or you can handle billing centrally as part of your agency retainer. The white-label option (available on the Agency plan) removes UniLink branding from the client-facing dashboard, replacing it with your agency's logo and colors so clients see a fully branded experience.

How to Get Started With Agencies

1. Upgrade to the Agency plan — Go to your account Settings, open the Billing tab, and select the Agency plan. Multi-account management is not available on Free, Pro, or Business plans. Confirm the upgrade to activate the feature.
2. Open the Agency Dashboard — After upgrading, a new "Agency" item appears in your main sidebar. Click it to open the Agency Dashboard. This is your master view of all client accounts.
3. Add your first client — Click the "Add Client" button in the top right of the Agency Dashboard. Enter the client's email address. If they already have a UniLink account, they will receive an invitation to connect. If they do not, UniLink creates a new account for them automatically.
4. Wait for connection confirmation — If the client already had an account, they must accept your connection request before you can manage it. New accounts created by you are connected immediately with no extra step required.
5. Assign a plan to the client — Once connected, click the client's row, open the Billing tab on their profile, and assign the appropriate plan. This determines which features are available on their pages.
6. Switch into the client's workspace — Use the account switcher dropdown at the top of the dashboard (shows your agency name by default). Select the client name to enter their workspace. All pages, settings, and analytics you now see belong to that client.
7. Build or edit their pages — You are now acting on behalf of the client. Add blocks, configure links, update their bio — everything works exactly as it would if you were logged in as them directly.

How to Use Agencies

1. Switch between client workspaces — Click the account switcher dropdown (top of screen, shows the currently active workspace). All client accounts you manage appear in the list. Click any name to switch. The switch takes under two seconds.
2. Create a page on behalf of a client — After switching into a client's workspace, go to Pages and click "New Page." Everything you build here is owned by the client account, not your agency account.
3. View client analytics — While in a client's workspace, open the Analytics tab. You see that client's link clicks, page views, and audience data. Switch back to your agency account to see your own metrics separately.
4. Manage client billing — In the Agency Dashboard, click any client row and open Billing. Change their plan, view their invoice history, or cancel their subscription independently of other clients.
5. Remove a client — In the Agency Dashboard, open the client's profile and click "Remove Client." This disconnects the account from your agency hub. The client's account and all their data are preserved — they simply revert to managing their account independently.
6. Enable white-label for a client — Open the client's profile in the Agency Dashboard, go to White Label, and toggle it on. Their dashboard will show your agency's branding instead of UniLink branding. Configure the logo and colors in your agency's White Label settings first.
7. Export a client report — In the client's workspace under Analytics, click "Export Report." Choose the date range and format (PDF or CSV) and download. Send this directly to the client as part of your reporting workflow.

Key Settings Explained

How to Get the Most Out of Agencies

The biggest efficiency gain from the Agencies feature comes from building a standard client onboarding flow. Create a checklist: add client, assign plan, apply a template that fits their niche, configure their custom domain, and schedule a review call. Completing this checklist the same way for every new client means you spend less time remembering what to do and more time doing it.

Use the View-Only access level strategically. When you are in an active build phase for a client, set their access to View-Only so they cannot accidentally change something you just configured. Once you hand off the account, switch them back to full edit access. This prevents the frustrating experience of spending an hour on a design only to find the client changed it before launch.

White-labeling every client dashboard, even for smaller clients, signals professionalism and increases perceived value. Clients who see a branded dashboard are less likely to question the platform costs in your retainer because the tool feels like part of your proprietary stack rather than a third-party subscription they could buy themselves.

Regularly audit your client list to remove inactive accounts. Disconnected or churned clients who remain in your agency hub create clutter in the switcher dropdown and make it slower to find active clients. A clean list also gives you an accurate picture of your active book of business.

Troubleshooting Common Issues