Agency Portal Overview
The Agency Portal is a dedicated workspace for agencies that manage multiple client companies. Instead of juggling separate accounts for each client, you get a single dashboard where you can create, configure, and oversee all of your client companies under your own brand.
Whether you run a marketing agency, a consulting firm, or a service provider, the Agency Portal gives you the tools to deliver Knock Knock App to your clients as if it were your own product.
Who Is It For?
The Agency Portal is designed for businesses that serve other businesses. If you manage websites, marketing, or customer engagement for multiple clients, this is where you control everything.
Agency Roles
There are two roles inside the Agency Portal:
| Role | Description |
|---|---|
| Agency Owner | The person who created the agency account. You have full access to every setting, client company, billing detail, and branding option. You are the top-level administrator. |
| Agency Staff | Team members you invite to help manage your agency. Each staff member receives specific permissions that you control, so they only see and do what you allow. |
You can adjust staff permissions at any time, and changes take effect immediately. See Staff Management for details.
Key Capabilities
Here is what you can do from the Agency Portal:
- Client Management — Create and manage client companies, view their details, and log in as the client owner when you need to provide hands-on support. See Managing Companies.
- White-Label Branding — Customize the platform with your own brand name, logo, colors, and domain so your clients see your brand, not Knock Knock App. See White-Label Branding.
- Custom Packages — Build your own plans with custom features, limits, and pricing to offer your clients. See Packages.
- Staff Permissions — Invite team members and assign granular permissions so each person has access only to what they need. See Staff Management.
- Subscription Management — Manage your agency subscription, purchase add-ons, and handle billing. See Subscriptions.
- GoHighLevel Integration — Connect your GHL agency account and create client companies directly from your GHL sub-accounts. See GHL Integration.
Navigating the Agency Portal
When you log in as an Agency Owner or Agency Staff member, you see the agency sidebar with these main sections:
- Dashboard — Your agency overview with key metrics and quick actions.
- Companies — The list of all client companies you manage.
- Staff — Your agency team members and their permissions.
- Packages — Custom plans you have created for your clients.
- Settings — Branding, white-label configuration, and agency preferences.
- Subscription — Your agency plan, add-ons, payment history, and billing.
Agency Staff members may see fewer sections depending on the permissions you have assigned to them.
Next Steps
Head over to the Agency Dashboard to learn about the metrics and quick actions available when you first log in.