The Client Management feature is built for agencies and teams managing cookie compliance across multiple client websites. It is available on the Pro plan.
What Is a Client?
A client is a separate entity within your organization. Each client has its own:
Sites - Websites assigned to this client
Banner configurations - Independent banner settings per site
Consent logs - Isolated consent event history
Policy documents - Privacy policies and cookie policies
Team members - Client-level users with scoped access
Creating a Client
1. Go to Clients in the sidebar
2. Click New Client
3. Enter the client's name and optional notes
4. Click Create
The client is now ready. You can assign existing sites to the client or create new sites directly under it.
Assigning Sites to Clients
When creating a new site, select the client from the dropdown. For existing sites, go to the site's Settings and change the client assignment.
A site can belong to only one client at a time. Sites without a client assignment belong directly to the organization.
Client Dashboard
The client list page shows an overview of all your clients with:
Client name - Clickable to view details
Number of sites - How many sites are assigned
Compliance health - Overall compliance status across client sites
Last scan date - When the most recent scan ran
Client Detail View
Clicking a client opens a detail page with:
List of all sites assigned to this client
Compliance health score per site
Quick links to banner configuration, scanning, and consent logs
Client-specific notifications and alerts
Deleting a Client
Before deleting a client, all sites must be either removed or reassigned. Go to the client detail page and click Delete Client.
Warning: Deleting a client is irreversible. Make sure all sites and data are backed up or reassigned first.
Why Use Clients?
Without clients, all sites belong to your organization directly. This works fine for a few sites but becomes unmanageable at scale. Clients let you:
Organize - Group sites by client for easy navigation
Delegate - Invite client contacts with scoped access (they only see their own data)
Report - Generate per-client compliance reports
Template - Push banner templates to all client sites at once