The Agency Console

The agency console is where an agency runs its client work in AIWA. It brings together everything that happens across your projects: what clients said, which sites are live, who is spending credits, and what still needs an answer. One place to see the whole agency.

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What the Agency Profile Adds

The console is not a separate product. It is a layer on top of your ordinary AIWA workspace, switched on by your agency profile. With the profile on, you get:

• The console, in the sidebar as Agency console
• A branded client portal: clients see their sites under your agency’s name, logo and colour
• Branded e-mail: invitations and comment notifications go out under your agency’s name

Some things work the same whether the profile is on or off:

• Inviting team members and clients, and choosing who sees which project
• Monthly allowances and project budgets
• Comment e-mails between clients and your team

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Turn On Your Agency Profile

Turning the profile off later hides the console, removes your branding from the portal and stops the one-time sign-in links in invitations. It doesn’t change anyone’s access and doesn’t stop comment e-mails.

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The Setup Checklist

Until your setup is complete, the Overview shows a checklist with the next step highlighted: Once the required steps are done, the checklist shrinks to a “Setup complete” row that still lists the optional steps.

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The Console Tabs

Owners and Admins see every tab. Other team members see Overview, Projects and Activity.

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Overview

How the agency is doing and what needs an answer.

• Counts for a period: credits spent, client comments (and how many are still open), sites published and clients joined. Choose Today, or the last 7, 30 or 365 days.
• Top spenders for the period.
• Needs you: open client comments that nobody on your team has replied to, invitations whose e-mail failed, and notifications that couldn’t be delivered.
• Active projects: the six with the newest activity, each saying what happened and when.

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Projects

Every project you can see, with:

• Its status: Live, Publishing or Not published
• The client’s company and who on your team is responsible
• Open comments
• The budget left
• The client hand-off status

Search, filter and sort the list, and switch between a List and Cards view. Two filters, Waiting for sign-off and Signed off, show where each hand-off stands.

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Clients

Your clients, grouped by company, with their projects. Invite, resend, revoke, or remove a client from a project here.

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Team

Your team members, with their role, scope, assigned projects and permissions, plus pending invitations and their e-mail status. Invite, change, remove, resend and revoke from here. See Roles & Permissions.

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Usage

What each team member spent this month against their monthly allowance, and what each project has spent against its budget. See Spending Limits & Usage.

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Activity

The workspace’s event log: comments, invitations, access changes, publishes and more. Filter by category, project, visibility and date.

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Brand & Communication

Your agency’s name, logo, colour, invitation wording and sending address, with a live preview. See Brand & Communication.

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Notifications

The bell in the console is your notification inbox. From it you can choose, for each category, how you want to hear about things: Clients receive e-mails only. They don’t have an inbox.

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Next: Brand & Communication

Your clients see your brand, not AIWA’s. Next, we’ll set up your agency’s name, logo, colours and e-mail.