Agency Workflows in MerchantFlow

Agency workflows in MerchantFlow provide a dedicated workspace model for e-commerce agencies and partners that manage multiple client brands. Agency workspaces are designed for brand-portfolio oversight, client relationship management, and white-label client reporting rather than connecting a single storefront.

What Is an Agency Workspace?

An agency workspace is a tenant type in MerchantFlow that gives agencies and partners a central hub for managing multiple e-commerce brands. Instead of connecting a store directly, agencies invite client merchants and switch between their connected workspaces.

How Agency Signup Works

When you choose Agency / Partner at signup:

• MerchantFlow creates an agency-style tenant
• The onboarding choice flow accepts terms and routes you into the dedicated agency onboarding flow
• You complete a profile step, branding step, optional first-client invite, and a guided tour before landing in your workspace

For details on account creation, see Create Account.

Agency Onboarding Flow

After signing up, agencies move through a five-step onboarding sequence:

1. Profile (/onboarding/agency/profile) - Enter your agency name, type (Digital Marketing, 3PL/Fulfillment, Consulting, Media Buying, Full-Service, or Other), website, phone, and business address. These fields populate your branding defaults and the footer of any white-label PDF reports.
2. Branding (/onboarding/agency/branding) - Upload a logo, pick a brand primary colour, and confirm the contact address. A live preview shows how your branding will appear on client-facing PDFs and the agency portal.
3. Invite first client (/onboarding/agency/invite) - Optionally send your first client invitation. You can skip this and invite from the dashboard later.
4. Tour (/onboarding/agency/tour) - A short guided walkthrough of the agency workspace - portfolio, clients, and reports.
5. Complete (/onboarding/agency/complete) - Lands you in /dashboard/portfolio.

You can revisit and edit branding any time from Settings > Branding (/dashboard/settings/branding).

How to Invite Brands to Your Agency

Agencies connect brands from the Clients page using a four-step invitation flow.

Step 1: Send an Invite

From /dashboard/clients:

1. Click Add Brand
2. Enter the merchant owner's email
3. Choose the permission level
4. Send the invitation

Step 2: Choose a Permission Level

The current agency invite flow supports two permission levels:

• read - View-only access to the client workspace
• read_write - Broader operating access including data management

Step 3: Merchant Approval

MerchantFlow generates an approval link and sends an email to the merchant. The merchant approves the connection from:

• /agency/connect?token=...

Step 4: Active Relationship

Once approved:

• The relationship becomes active
• The agency can switch into that merchant workspace
• The permission level controls what the agency can do there

What Are the Relationship States?

You may see client relationships in three states:

White-Label PDF Reports

Agencies on the Plus tier can export any saved report as a white-label PDF that uses your agency branding (logo, brand colour, contact details) instead of the MerchantFlow visual identity.

To export:

1. Open any report at /dashboard/reports/<id>
2. Click Export PDF
3. The generated PDF uses the branding configured at Settings > Branding (/dashboard/settings/branding) - or the defaults you set during agency onboarding

PDFs are produced server-side, so the layout is consistent across browsers and ready to send to a client without further editing. See Reports for the full report builder reference.

Best Practices for Agency and Merchant Workspaces

Keep the agency workspace focused on:

• Portfolio oversight and cross-client reporting
• Client relationship management
• Workspace switching between connected brands
• White-label PDF deliverables to clients

Keep the merchant workspace focused on:

• Commerce connections (Shopify, WooCommerce)
• Billing ownership and subscription management
• Store-specific data operations and integrations

Frequently Asked Questions

How do I switch between client workspaces?

Once a brand relationship is active, navigate to /dashboard/clients and select the client workspace you want to view. MerchantFlow switches your session context to that merchant's data.

Can an agency connect a store directly?

Agency workspaces are not designed for direct storefront connections. Merchant data lives on the client's workspace, and the agency accesses it through the brand relationship. This ensures the merchant retains billing and data ownership.

What happens if a merchant revokes access?

When a merchant revokes the agency relationship, the status changes to revoked and the agency loses access to that workspace. The merchant's data and integrations remain unaffected.

Can I update my agency branding later?

Yes. Open Settings > Branding (/dashboard/settings/branding) to update logo, brand colour, and contact details at any time. The next white-label PDF you export reflects the new branding.

Can I invite multiple team members to an agency workspace?

Yes. Use Team Management to invite additional agency team members with roles such as admin, analyst, or viewer.

Which plan unlocks white-label PDF reports?

White-label PDF reports are included on the Plus tier.

Related Guides

• Agency Workspace Dashboard - Navigate the agency portfolio and client views
• Reports - Build the reports you will export as branded PDFs
• Team Management - Manage roles and permissions for your agency team
• Create Account - Set up your agency or partner account
• Pricing Plans - Plus is the tier with white-label PDF exports

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Last updated: April 30, 2026