Manage multiple e-commerce brands from one agency workspace in MerchantFlow. Use Portfolio and Clients views to monitor all accounts.

Agency Workspace Dashboard

The Agency Workspace in MerchantFlow is a dedicated dashboard layout designed for agencies and partners who manage multiple e-commerce brands from a single account. Unlike the standard merchant view, the agency workspace replaces individual store navigation with cross-brand portfolio management tools.

What Is the Agency Workspace?

Agency and partner tenants use a different dashboard layout from merchant tenants. Instead of seeing data for a single store, agencies see aggregated performance across all connected brands, with the ability to drill into individual client accounts.

Core Agency Pages

The agency workspace is organized around two primary views:

/dashboard/portfolio -- cross-brand performance overview
/dashboard/clients -- client relationship management

How to Use the Portfolio View

The Portfolio page gives you a workspace-level view across all connected brands. From here you can:

Monitor aggregate revenue, profit, and ad spend across your entire client portfolio
Compare performance metrics between brands
Identify which client accounts need attention
Access high-level KPIs without switching between accounts

How to Manage Clients and Brands

The Clients page is where agency teams handle brand relationships:

Invite new brands -- send onboarding invitations to prospective clients
Copy approval links -- share connection links for quick brand onboarding
Review pending and active client relationships -- track which brands have approved access
Switch into an approved merchant workspace -- click into any connected brand to see their full merchant dashboard

How to Set Up an Agency Workspace

Go to merchantflow.ai/signup and select Agency / Partner as your account type
Complete registration and verify your email
Log in to your agency workspace
Navigate to Clients to invite your first brand
Once the brand approves, their data appears in your Portfolio

For detailed setup steps, see Agency Workflows.

Frequently Asked Questions

How many brands can I manage from one agency workspace?

There is no hard limit on the number of brands you can connect to a single agency workspace. Portfolio performance remains responsive as you add more clients.

Can agency team members see all client data?

Access is controlled through roles and permissions. You can configure which team members can view and manage specific client accounts.

How do I switch between client accounts?

Click on any brand in the Clients page and select Switch to workspace to enter their full merchant dashboard. Use the tenant switcher in the header to return to your agency view.

Does the agency workspace have Flow AI?

Yes. Flow AI is available in agency workspaces with cross-brand context, letting you ask questions about portfolio-level performance.

Related Guides

Agency Workflows -- complete agency onboarding guide
Team Management -- manage agency team members
Roles and Permissions -- configure access levels
Dashboard Overview -- understand the full navigation structure

Last updated: March 14, 2026