Client roster and first site
Create a client record and follow its first-site verification.
Read nextManage client sites and agency access: Add a client and its first site
What you can do in Agencies and partners
Checked against the product’s code on 7 November 2026.
Manage client relationships, access granted by a client and an agreed delivery scope.
Open Clients in your Praxis account to manage client relationships. Use these guides to agree each client’s access and delivery scope.
Use the guide for the required role, setup and current limits.
Start with a task
Section titled “Start with a task”Choose the result you want. Each guide explains where to begin, what to review and how to check the result.
Capabilities and screens
Section titled “Capabilities and screens”| Capability | What you can do | Read next |
|---|---|---|
| Client roster and first site | Create a client record and follow its first-site verification. | Manage client sites and agency access: Add a client and its first site |
| Delegated workspace entry | Use a client relationship and your permitted role to open client sites. | Manage client sites and agency access: Open the client’s workspace |
| Relationship and role changes | Review access revocation separately from the client’s site hosting status. | Manage client sites and agency access: Review and end access |
| Payer and client collection | Read who pays for hosting and how the agency collects from clients. | Manage client sites and agency access: Billing and client collection |
| Several sites and memberships | Check the account and role you are using for each site. | Manage client sites and agency access |
| Support and delivery scope | Agree access, migration and service commitments with Amadalis. | Manage client sites and agency access: Partner terms and ownership |
| Partner program scope | Confirm partner arrangements and branding requirements with Amadalis. | Agency partner branding and client prices |
| Client statements | Read how agency client statements support your client billing. | Agency partner branding and client prices |
| Partner billing and credits | Read the program’s partner billing and credit arrangements. | Agency partner branding and client prices |
| Agency branding | Read about agency branding across the account, emails and client admin. | Agency partner branding and client prices |
| Client console and wholesale billing | Add a paid client site, arrange payment through the agency owner and read the program’s billing model. | Agency partner branding and client prices |
Delegated workspace entry
Use a client relationship and your permitted role to open client sites.
Read nextManage client sites and agency access: Open the client’s workspace
Relationship and role changes
Review access revocation separately from the client’s site hosting status.
Read nextManage client sites and agency access: Review and end access
Payer and client collection
Read who pays for hosting and how the agency collects from clients.
Read nextManage client sites and agency access: Billing and client collection
Several sites and memberships
Check the account and role you are using for each site.
Support and delivery scope
Agree access, migration and service commitments with Amadalis.
Read nextManage client sites and agency access: Partner terms and ownership
Partner program scope
Confirm partner arrangements and branding requirements with Amadalis.
Client statements
Read how agency client statements support your client billing.
Partner billing and credits
Read the program’s partner billing and credit arrangements.
Agency branding
Read about agency branding across the account, emails and client admin.
Client console and wholesale billing
Add a paid client site, arrange payment through the agency owner and read the program’s billing model.
More in this area
Section titled “More in this area”These guides cover the other tasks and settings in this area.
- Agency partner branding and client prices: Keep the client’s public brand, apply your agency brand to its admin and choose the prices you charge.
Your next step
Section titled “Your next step”Begin with manage clients. Follow its steps and check the result before moving to another task.