Run PSEO for many clients from one place: agency dashboard, subaccount management, your team, white-label branding, and the operational playbooks for onboarding, rebilling, approvals, and reporting.
Agency settings
Agency-wide defaults: legal entity, default subaccount plan, branding, billing config, integration credentials.
Onboarding a new client (subaccount)
The 7-day playbook for taking a fresh agency client from signed contract to first published batch.
Client approval workflows
Configure the right approval gate per client. Some want to approve every article; some want monthly summaries.
Deliverable templates (reports for clients)
Three report templates we ship and how to customize them per client without rebuilding from scratch.