Use legal clients as the account boundary
The agency workspace sits above client organizations. Each client organization represents one legal client, contract, membership, and billing relationship. Brands are child workspaces inside that client.
When one client owns several brands, repeat the same stable client key for those brand rows in the onboarding manifest. The client receives one organization and one invitation, not a different login for every brand.
Recommended onboarding sequence
- Complete the agency master-agreement verification and agency-owner acknowledgement.
- Prepare one manifest row per brand, reusing the client key for brands owned by the same legal client.
- Validate the complete manifest and resolve every error before founder approval.
- Provision client organizations and brands into preauthorized state.
- Have each verified client owner accept the current operational authorization and complete billing setup. Activation waits until both are done.
- Leave each client’s monthly removal budget and cap with its owner or billing admin. A fee delegation does not let the agency set them.
- Import each client’s listings with explicit marketplace and brand mapping.
- Activation runs in scheduled waves, shown when you validate the manifest. Review catalog errors, queue age, notifications, and client questions during each wave’s observation window, because the next wave becomes eligible on schedule, not after your review.
Treat the manifest as an accountable handoff
- Use a stable client key that will not change when the client renames a brand.
- Use one verified owner email for the legal client organization, and keep the legal client name, plan, billing cycle, and fee-consent field the same on every brand row for that client.
- Give each brand a clear, stable name. Review Magic creates the brand key used in later catalog imports from that name.
- Use seed ASINs only when the marketplace and brand ownership are known.
- A fee-consent field is a request for later client authorization, never consent itself.
Why a provisioned client may not appear yet
Provisioning alone does not grant agency access. A client stays outside the normal portfolio until its verified owner accepts the exact current authorization and the agency’s own agreement evidence remains current. Staff limited to specific clients see only the clients in their scope.
This is an intentional ownership safeguard, not an import error. On the portfolio overview, the Owner invite and Brand authorization onboarding gates count brands that are provisioned but not yet authorized.
Keep the portfolio operable at scale
- Name clients by legal entity and brands by the names the operators actually use.
- Assign agency analysts read-only access unless they need to change catalog data.
- Review notification routing before each launch wave.
- Do not combine unrelated clients into one organization to save setup time.
- Do not use one brand as a holding bin for unassigned listings.
- Track paused-by-source and paused-by-plan listings separately from user pauses.
Client handover
If a client ends the agency relationship, the client owner revokes operational access. The client keeps the same account, brands, listings, history, and billing. The agency loses operational visibility, while commercial attribution follows the separate partner terms.
A later operational reauthorization requires a new owner action and does not silently restore any previous fee delegation.
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