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Managing Client Accounts as a Partner

Learn how to efficiently manage multiple client websites through your AllAccessible partner portal, including adding clients, tracking compliance, and

Written by Frank

Managing Client Accounts as a Partner

Overview

Learn how to efficiently manage multiple client websites through your AllAccessible partner portal, including adding clients, tracking compliance, and organizing accounts for easy administration.

Who This Is For

  • Agency partners managing multiple clients

  • Consultants overseeing client accessibility

  • Developers maintaining client sites

  • Partner account administrators

What You'll Learn

  • How to add and organize client sites

  • Using the partner dashboard

  • Managing team access to client accounts

  • Best practices for multi-client management

Accessing the Partner Portal

Step 1: Log In as a Partner

  1. Go to app.allaccessible.org

  2. Log in with your partner account credentials

  3. Partner dashboard appears (different from standard dashboard)

Partner Dashboard Includes:

  • Overview: All client sites at a glance

  • Clients: Detailed client list

  • Resources: Partner materials and templates

  • Billing: Volume discounts and invoicing

  • Analytics: Cross-client metrics

📷 Partner portal navigation

Step 2: Understanding Partner Navigation

Partner-Specific Tabs:

  • Partner Dashboard (Overview)

  • Partner Clients (Client management)

  • Partner Resources (SOWs, materials)

  • Billing & Discounts (Volume tracking)

Standard Tabs (for your own site):

  • Sites

  • Widget Settings

  • Accessibility Statement

  • Audits

Adding Client Sites

Method 1: Add Client Site Directly

Step 1: Navigate to Partner Clients

  1. Click "Partner Clients" in left menu

  2. Click "Add New Client Site" button

Step 2: Enter Client Information

Required Fields:

  • Client Company Name

  • Site Domain (e.g., clientwebsite.com)

  • Primary Contact Email

  • Site Plan (Starter/Growth + add-ons)

Optional Fields:

  • Client billing contact

  • Site description/notes

  • Tags for organization (industry, location)

Step 3: Configure Initial Settings

  • Select plan level

  • Choose add-ons if applicable

  • Set widget customization (colors, position)

  • Configure accessibility statement

Step 4: Save

  • Click "Add Client Site"

  • Site created instantly

  • Installation code generated

  • Client receives welcome email (optional)

📷 Add client site form

Method 2: Invite Client to Create Own Account

For clients who want dashboard access:

Step 1: Send Invitation

  1. Partner Clients → Invite Client

  2. Enter client email

  3. Select access level (view-only vs full admin)

  4. Send invitation

Step 2: Client Creates Account

  • Client receives email with link

  • Creates their own login

  • Account linked to your partner account

Step 3: You Maintain Control

  • Site billed through your partner account

  • You see all sites in partner portal

  • Client manages their own settings

Benefits:

  • Client can customize widget themselves

  • Client can View Audit Resultss

  • Client can manage team

  • You still get volume discount

Organizing Multiple Clients

Using Tags and Labels

Organize by:

  • Industry: Healthcare, Education, E-commerce, Non-profit

  • Plan Level: Starter, Growth, Growth + Add-ons

  • Status: Active, Trial, Churned

  • Priority: High-touch, Standard, Low-touch

How to Tag:

  1. Partner Clients → [Client Site]

  2. Click "Add Tags"

  3. Type tag name

  4. Save

Benefits:

  • Filter clients quickly

  • Group by characteristics

  • Prioritize attention

  • Report by category

Client Groups

Create Client Groups for:

  • Shared billing

  • Bulk widget customization

  • Group reporting

  • Team assignment

Example Groups:

  • "Healthcare Clients" (all use similar compliance settings)

  • "Small Business Package" (all on Starter plan)

  • "White-Label Clients" (all have branding removed)

Partner Dashboard Features

Overview Tab

At-a-Glance Metrics:

Client Stats:

  • Total client sites: 24

  • Active sites: 22

  • Trial sites: 2

  • Total monthly cost: $378.90 (with 25% discount)

Discount Status:

  • Current tier: 25% (21-30 sites)

  • Next tier: 30% (at 31 sites)

  • Sites to next tier: 7

  • Estimated savings at next tier: $28.50/month

Compliance Overview:

  • Sites fully compliant: 18

  • Sites with warnings: 4

  • Sites with critical issues: 0

  • Last 30 days: +12% compliance improvement

Revenue Tracking (if enabled):

  • Est. client billing: $3,278/month

  • Your cost: $378.90/month

  • Est. profit: $2,899.10/month

  • Margin: 88%

📷 Partner dashboard overview

Clients Tab

Client List View:

Columns:

  • Client Name

  • Domain

  • Plan Level

  • Status (Active/Trial/Inactive)

  • Last Audit Date

  • Compliance Score

  • Monthly Cost

  • Actions (Edit/View/Delete)

Features:

  • Search by client name or domain

  • Filter by plan, status, tags

  • Sort by any column

  • Bulk actions

  • Export to CSV

Quick Actions:

  • View widget settings

  • View Audit Results

  • Generate report

  • Edit billing

  • Access installation code

📷 Partner clients list

Client Management Best Practices

1. Standardize Client Onboarding

Create a Standard Process:

Day 1: Setup

  • Add client site to partner portal

  • Configure widget (brand colors)

  • Generate installation code

  • Install on client site

Day 2-3: Initial Configuration

  • Run first accessibility audit

  • Review results with client

  • Generate accessibility statement

  • Customize statement

Week 1: Training

  • Show client how to use widget

  • Explain compliance reports

  • Set monitoring schedule

  • Establish communication cadence

Month 1: Review

  • Review first month's metrics

  • Address any issues

  • Optimize widget settings

  • Discuss add-on upgrades

Template: Download from Partner Resources → Client Onboarding Template

2. Automate Where Possible

Set Up Recurring Tasks:

  • Monthly compliance reports (auto-email)

  • Quarterly client reviews (calendar)

  • Annual statement updates (reminder)

  • Automatic audit scheduling

Use Partner Portal Automation:

  • Scheduled reports

  • Alert notifications

  • Usage warnings

  • Renewal reminders

3. Communicate Proactively

Monthly Client Updates:

Subject: [ClientName] Accessibility Report - October 2025Hi [ClientName],Your website's accessibility performance this month:✅ Compliance Score: 94% (up from 89% last month)✅ Widget Usage: 342 visitors used accessibility tools✅ Issues Resolved: 12 warnings fixed⚠️ Action Needed: 3 low-priority issues identifiedFull report attached.Let me know if you have questions![YourName]

Quarterly Business Reviews:

  • Schedule 30-minute calls

  • Review compliance trends

  • Discuss new features

  • Identify upsell opportunities

  • Gather feedback

4. Document Everything

Keep Records Of:

  • Client communication history

  • Audit results and remediation

  • Customization requests

  • Support tickets

  • Billing changes

Use Partner Notes:

  • Each client site has "Notes" field

  • Log important information

  • Track special requirements

  • Record verbal agreements

Team Management for Partners

Adding Team Members

Partner accounts can have multiple users:

Roles Available:

  • Partner Admin: Full access to all clients

  • Account Manager: Manage assigned clients

  • Technical Support: Widget setup only

  • Billing: View billing, no site access

  • View-Only: Read-only access for reporting

How to Add:

  1. Partner Portal → Team

  2. Click "Invite Team Member"

  3. Enter email and select role

  4. Assign to specific clients (optional)

  5. Send invitation

Use Cases:

  • Sales team: View-only access for proposals

  • Developers: Technical support for implementation

  • Account managers: Assigned client access

  • Billing: Finance team access

Tracking Volume Discounts

Discount Tier Dashboard

Real-Time Tracking:

  • Current active sites: 22

  • Current discount: 25%

  • Sites until next tier: 9 more for 30%

  • Savings this month: $103.50

Historical View:

Jan 2025: 8 sites (0% discount)Mar 2025: 12 sites (10% discount) - unlocked!Jun 2025: 18 sites (20% discount) - unlocked!Oct 2025: 22 sites (25% discount) - unlocked!

Discount Calculator:

  • Estimate savings at different site counts

  • Project revenue at various pricing

  • ROI for acquiring new clients

📷 Volume discount tracker

Bulk Operations

Managing Multiple Clients Efficiently

Bulk Widget Configuration:

  1. Select multiple client sites

  2. Apply same widget settings to all

  3. Customize colors, position, icons across clients

  4. Save once, updates all

Use When:

  • Standardizing agency's widget approach

  • Rolling out new brand colors

  • Applying white-label to all clients

Bulk Audit Scheduling:

  1. Select client sites

  2. Schedule audits for all

  3. Choose frequency (weekly, monthly)

  4. Receive consolidated report

Bulk Reporting:

  • Generate reports for all clients

  • Export CSV with all client data

  • Create executive summary across portfolio

Client Communication Tools

Automated Client Reports

Set Up Once:

  1. Partner Portal → Client Reports

  2. Enable automated reports

  3. Choose frequency (monthly recommended)

  4. Select recipients (you, client, both)

  5. Customize report template

What Clients Receive:

  • Compliance score and trend

  • Widget usage statistics

  • Issues found and resolved

  • Accessibility statement status

  • Action items and recommendations

Branded Reports (with Reporting add-on):

  • Your agency logo

  • Your contact information

  • Your branding and colors

Client Portal Access

Give Clients Dashboard Access:

Benefits:

  • Client can view their own data

  • View Audit Resultss themselves

  • Manage accessibility statement

  • See widget analytics

You Still Control:

  • Billing (through your partner account)

  • Subscription level

  • Add-on purchases

  • Volume discounts

How to Set Up:

  1. Partner Clients → [Client]

  2. Click "Grant Client Access"

  3. Enter client email

  4. Set permissions level

  5. Send invitation

Frequently Asked Questions

Q: Can clients see my other clients?
A: No. Each client only sees their own site(s).

Q: Who gets billed for client sites?
A: You. You then bill your clients directly.

Q: Can clients upgrade their own plans?
A: Only if you grant them billing access. Otherwise, upgrades go through you.

Q: How do I track which clients are most profitable?
A: Partner portal includes profitability reports based on plan levels and add-ons.

Q: Can I transfer a client to another partner?
A: Yes, contact support to facilitate transfer.

Q: What happens if a client churns?
A: Remove site from your portal. Your volume discount adjusts monthly based on active count.

Q: Can I manage clients from mobile?
A: Yes, partner portal is mobile-responsive. Full functionality on smartphones and tablets.

Getting Help

Partner Support:

  • 📧 Priority Email: [email protected]

  • 💬 Partner Slack Channel: #partner-support

  • 📞 Phone: (555) 123-4567 ext. 2 (partners only)

  • 📚 Partner Knowledge Base: Exclusive articles for partners

Response Times:

  • Email: Within 4 hours

  • Slack: Real-time during business hours

  • Phone: Same-day callback

Related Articles

Last Updated: October 2025
​For: AllAccessible Partners
​Support: Priority support included

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