Agency Workflows in MerchantFlow

Agency workflows in MerchantFlow provide a dedicated workspace model for e-commerce agencies and partners that manage multiple client brands. Unlike standard merchant workspaces, agency workspaces are designed to manage brand relationships, portfolio oversight, and cross-client analytics 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 completes the agency branch automatically
• You are routed into the agency dashboard rather than the merchant commerce setup flow

Typical landing areas are:

• /dashboard/portfolio
• /dashboard/clients

For details on account creation, see Create Account.

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:

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

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 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.

Related Guides

• Agency Workspace Dashboard - Navigate the agency portfolio and client views
• Team Management - Manage roles and permissions for your agency team
• Create Account - Set up your agency or partner account

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Last updated: March 14, 2026