This document outlines best practices for managing your agency clients with myPresences.
Please make sure you have read the suggestions in Getting Started on the Agency Platform before adding clients.
The list of businesses under your agency account will always be available on your Account page under the Business tab.
Clicking a business name will change to that business.
The onboarding process for a new client involves setting up users and adding their businesses.
Depending on how you will use myPresences, you may then provide training to your new client on how to use the platform.
1. Add business locations
Start by determining which business locations you will add to myPresences for the client. If the client has more than one location you should add each location separately so they can be managed as individual units.
Each business will take around 20 to 30 minute to automatically discover as much as we can about that business online.
2. Add user accounts
Add user accounts for every person at your clients business who needs access.
You can control which business locations they can see and which areas of the platform they can access (using roles). If you need to add a unique role for a user you can create a new role but we recommend using standard roles as much as possible.
3. Business setup
It is a good idea at this point to perform some level of setup for each business location.
This setup will vary for different clients based on their requirements, but you will probably have a setup process you use for the majority of your clients.
This setup should include actions in the list below.
Note: Some of these may be done over time as part of the service you are providing to them.
5. Reputation Setup
If you will be providing reputation management services to your clients you should setup their website to showcase their best reviews and setup their account to generate new reviews.
Once your clients businesses are setup and they have accounts you can train them how to use the platform.
The training required will vary greatly from none at all (if only sending reports) to a full overview of the platform.
We recommend you use roles to restrict access as much as possible to minimise the areas of the platform your users need to know how to use. This will also simplify the menus and make it easier for your clients to navigate.