Agency

Running Trakkr for one brand and running it for fifteen are different jobs. One brand fits on a dashboard. Fifteen spread across tabs and Slack threads, and by Thursday nobody is sure which client needs a person today.

Agency mode collapses that into one workspace. You get a roster of every client, cross-brand work and measured results, scheduled client reports, a pitch tool for prospects you do not track yet, and a portal your clients log in to under your own name.

If you use Trakkr in-house for your own brand, skip this section. If you run it for clients, most of it applies.

When to turn it on

A few signals usually settle it:

• You track separate organizations, not several product lines of one company.
• You log in to answer someone else's questions, not your own.
• You want a prospect to read a real audit before they pay you.
• You want clients to see their own numbers and nobody else's.

One of these on its own is not much of a case. Two or more and the roster starts paying for itself.

Turning agency mode on

Agency mode is a team setting and only the team owner can change it. Open Settings → Team, find Agency mode, and switch it on. Other members see the state but not the toggle.

The setting only appears once the account has agency access. That comes with Scale or Enterprise, with an active Scale trial, or with an enterprise contract. Without it the sidebar still shows an Agency entry, but it opens a gate that names what is missing instead of hiding the feature.

If you said you were an agency when you signed up and you own the team, Trakkr turns the flag on for you the first time you open /agency, so you never have to hunt for the toggle. Once agency mode is live, a Settings → Agency tab appears. It confirms the mode is active and links back to Team settings; the real controls stay in Team and White-Label.

Turning the flag off hides the agency workspace. It deletes nothing. Brands, pitches, actions, results, and report schedules all stay where they were.

What you get

The sidebar gains one Agency entry with three doors, plus Manage team along the bottom of the same menu.

Three of the workspace pages share one tab band, so Clients, Actions and Reports are always a single click apart.

Clients is where most operators start the day. Each row carries how the client is performing, what your team has shipped, and whether the client has looked at any of it. Select two to four rows and a side-by-side band opens above the table.

Portfolio Actions flattens every client's Actions queue into one list you can group by urgency, client, category, or action type. The same page carries two more lenses: Results, the measured outcome of finished work, and Automations, which shows what keeps checking on each client and how much authority it has.

Agency Reports is everything a client receives. Schedules decide who gets what and when, with an optional hold for your approval before each send. History is the archive of every report generated across the portfolio, ready to download or retry.

Pitches measures a prospect you do not track and turns the result into a shareable, editable, branded report. It does not consume a brand slot or start ongoing tracking.

Brand groups file clients under a heading. A group has a name and a color, becomes a section on the roster when you group by client group, and decides which brands a portal client can reach. Ten clients rarely need them. Forty do.

Separately, a team with the multi-location rollup enabled gets a Locations entry in the sidebar: one row per brand for dealer groups, clinics, hotel chains, and franchises. It is an enterprise flag rather than a plan feature, and it only appears with two or more brands.

Everything here sits beside the normal per-brand pages. Switch the active brand in the sidebar and the single-brand views work exactly as they always did.

The white-label portal

The portal is what turns your Trakkr into your product. Clients sign in on your domain, under your logo and color, and see only the brand or group you invited them to. Trakkr's own branding, upgrade banners, and pricing prompts are hidden from them automatically.

White-label is included with Scale and Enterprise. There is no per-brand add-on to buy.

Dashboard, Prompts, Competitors, and Citations are always on for a portal client. Reports and Perception are on by default, and you can add Pages, Results, and Documents. Results is worth turning on for a retainer client: it shows the measured outcome of your work, including honest answers of No movement and Couldn't measure. White-label portal covers domains, branding, and what each client can reach.

Two kinds of person

The one thing worth getting right on day one is who is a teammate and who is a client.

A teammate works on client accounts. They sign in to the Trakkr app, see every brand you have granted them, edit and act. They use a team seat.

A client portal user is a client looking at their own data. They sign in on your portal domain, see one brand or group, and cannot edit. They do not use a team seat.

Pick at invite time. A client sent a teammate invite takes a seat and may see accounts you never meant to share. A teammate sent a client invite cannot do the job. Team covers the agency side of that split, and Teams has the full role matrix.

Common questions

Do my single-brand pages change?

No. Every per-brand page behaves exactly as it does without agency mode. The agency surfaces sit beside them in the sidebar rather than replacing them.

Can I turn agency mode off again?

Yes, and nothing is lost. Brands, pitches, actions, results, and report schedules stay in place. The Agency menu disappears until the team is marked as an agency again.

Why can I see the Agency entry but not open it?

The entry is shown to an agency audience, but the workspace itself needs agency access on the account. If the gate asks you to upgrade, the team is missing Scale, an active Scale trial, or an enterprise contract. If it asks you to finish setup, the account has access but the team is not marked as an agency yet.

Do I have to add a prospect as a real brand to pitch them?

No. That is what Pitches is for. You measure the prospect, share a link, and only create a tracked brand if they sign.

Do client portal users count against my seats?

No. Portal access is governed by the white-label entitlement, not the team seat limit, so you can have far more clients than teammates. Check Settings → Billing for your current brand and seat limits.