Prepare owner, manager, staff and viewer access for agency clients before customer activation.
Review the role map, client scope and approval note before any invite is sent.
- Role map
- Client scope
- Invite draft
- Owner approval gate
Make agency delivery visible without activating client systems.
This source-only workspace covers the public roadmap promise for agency partners: client-level permissions, white-label reporting and implementation checklists. It packages readiness evidence without sending invites, changing roles, publishing white-label reports, mutating customer records or starting outreach.
Agency promises stay prepared, not live.
The roadmap mentions agency workspace depth, so this page gives operators a controlled readiness layer while preserving the same approval boundary as the rest of RatingE.
- Agency workspace readiness
- Client-level permissions are draft-only
- White-label reporting is readiness-only
- Implementation checklists are source-only
- No customer invite is sent
- No role or permission mutation is performed
- No white-label report is published
- No Appwrite customer mutation is performed
- No live messaging or outreach is sent
Package monthly reputation proof for agencies without publishing branded claims automatically.
Prepare report labels, proof sections and customer-facing caveats for manual review.
- Agency report label
- Proof packet
- Brand caveat
- Human release approval
Track multi-brand onboarding, location-level campaign structure and support handoff readiness.
Confirm client setup, location mapping, staff handoff and monthly review checkpoints.
- Client setup checklist
- Location campaign map
- Staff handoff
- Monthly review plan
No customer invite, role mutation, white-label publication or agency claim is triggered.
No branch import, provider sync, message send or public proof update is triggered.
No live customer onboarding, outreach, billing or external-system mutation is triggered.
No live agency activation from this workspace
Agency workspace readiness does not send customer invites, change roles, publish white-label reports, import branch data, run provider sync, call external APIs, write customer records, activate billing, send live messages or start outreach.