Agency Client Routing in SGEN

In Client Manager, click Add Client. Choose Create a new client site if the client is new to SGEN — fill in the client name, primary contact email, and site details, and SGEN creates the site under the agency account. Choose Link existing SGEN account if the client already has a SGEN account and is granting the agency administrative access — enter their account identifier or email, and the client receives a linking request to confirm. For both paths, decide at this step which agency-tier features to enable: white-label admin and billing isolation are toggled per client here.

Click the client's name in Client Manager, then click Billing in the client account panel. Set the plan the client is on, the billing contact email, and the billing arrangement. In a direct arrangement, SGEN invoices the client's billing contact directly. In a pass-through arrangement, SGEN invoices the agency and the agency re-invoices the client. Both show the same subscription state in Client Manager — the distinction only matters at invoice time. Annual billing applies a 15% discount.

Open the client account in Client Manager, go to Settings, then Branding. Upload the agency logo (PNG or SVG, recommended 160 x 40px for the top bar). Enter the agency name as it should appear in the admin panel's top bar and page titles. Optionally set a custom admin domain (for example, admin.yourfirm.com/client-a) — this requires a DNS CNAME record pointing the agency's subdomain to SGEN's admin hosting. Save the branding settings. Changes apply to the client on their next login, not mid-session.

From Client Manager, click the client's name, then click the site within their account, then go to Settings, then Domains. Click Connect Domain and follow the DNS configuration steps. If the client has a white-label admin domain, that admin domain CNAME is a separate DNS record from the site domain — both must be verified. Run the DNS verification check from the domain settings panel after adding both records. DNS propagation for both site and admin domains takes up to 24 hours.

In SG-Dashboard, click Analytics in the left sidebar. The agency analytics view shows aggregated data across all client accounts with a filter to scope down to a single client. Available metrics include total page views across all client sites, per-client traffic ranked by volume, content publishing activity by client, and subscription health summary. Use the date range selector and client filter to build per-account performance reports.

All site-level work — content editing, settings changes, user management — happens inside the client's account, not from the agency's top-level SG-Dashboard. From Client Manager, click the client's name, then click the site, then click Open site admin. The site's SG-Admin panel opens and every action is scoped to that client's site. To return to the agency-level Client Manager, use the back navigation at the top of the admin panel or return to the SG-Dashboard tab. Always route into client accounts via Client Manager — direct bookmark access may not log the session to the agency operator in the audit trail.