Manage clients as an agency

As a partner, you give each client a workspace of their own. It holds that client’s projects, domains and invoices. Your whole team helps manage those workspaces as admin, and the client stays the owner of what is theirs. Becoming a partner is explained in Become a partner.

Link a client

On the Partner page, click Link a customer and choose:

• Invite a customer: fill in Your customer’s email address and click Send invitation. If your client is already with Cubli, they say yes in one click. If not, they create an account and are linked to you at once.
• New customer: fill in the Name of the customer and click Make workspace. You then make a workspace for your client yourself, linked at once. You pay until your client takes over. Add your client as owner later, under Settings, Members in that workspace.

Your client can also fill in your partner code themselves, under Settings, Partner. Your code is at the top of the Partner page, with Copy partner code.

Already a member of a client’s workspace? It is listed on the Partner page under Your team is a loose member of…. Click Turn into agency access: your whole team then gets in and the client counts towards your reward. The owner approves it.

Your team

Everyone in your agency’s workspace comes into your clients’ workspaces by itself: owners and admins as admin, viewers as viewer. When someone joins or leaves your agency, that is followed everywhere. So you manage your team in one place: your agency’s workspace.

Open a client from the list on the Partner page with Open this workspace, or through the workspace switcher at the top left.

Who pays

The list shows, per client, who pays the invoices.

• Take over the invoices: you pay. Your agency’s workspace needs a way to pay for this. Everything invoiced for that client goes onto your agency’s invoice, with a block per client. Your client gets a mail about it and does not see those invoices.
• Let the customer pay: you hand it back. If your client already has a way to pay, it applies at once. If not, we ask your client by mail to set one up.

While you pay, only people of your agency order plans and domains for that workspace. You get your reward either way, whoever pays.

Hand a project over to your client

Built a site in your own workspace? Move the project to your client: open the project, click the gear (Project settings) and under Move to another workspace choose To someone else. Want to keep maintaining the site? Tick I stay on the project as admin. The client accepts within 14 days. See Move a project to another workspace.

Unlink a client

Click Unlink next to the client in the list. Your team loses access to that workspace at once, and the client pays from then on. Your client can also unlink you themselves. Your reward stops from the next month; what you earned until then, you get.