The Agency Platform lets an agency manage multiple client merchant accounts from a single place. Everything starts at the agency dashboard, at /agency/.
What the dashboard shows
The dashboard is a read-only portfolio overview. It assembles the following at a glance:
- Active client count: how many client accounts are currently active in your portfolio.
- Client health summary: counts of clients in an error state, a warning state, or a healthy state.
- Attention queue: clients that need action surfaced by priority, so you do not have to check each account individually.
- Recent operations: a log of the most recent bulk operations your agency has run.
- Team member count: how many people are in your agency team.
- Earnings summary and partner tier: your current partner tier and an earnings overview.
What you can do from here
The dashboard links to the three working areas of the Agency Platform:
- Clients: add, view, and manage your client merchant accounts. See Managing client accounts.
- Bulk operations: run an action across many clients at once, such as deploying an onboarding template or a rule library. See Running bulk operations across clients.
- Team: invite and manage the people in your agency. See Managing your agency team.
The dashboard itself does not have action controls. Investigate a flagged client by following the attention queue into the relevant client account, or navigate to the working areas above to act.