Understanding User Roles & Permissions in Zoho PageSense for Agencies

Managing multiple clients can get complex. But with the Zoho PageSense Agency Module, we’ve built a system that makes permissions and access crystal clear for everyone involved. This guide breaks down the different user roles, what they can (and can’t) do, and how you can manage them effectively inside your agency setup.

Why roles matter

In an agency setting, not everyone needs the same level of access. Some team members handle subscriptions and licenses, while others run experiments or simply need to view reports. That’s where roles come in.

Roles at a Glance: Understanding Access in the Agency Module

When your agency signs up for Zoho PageSense, you start with access to the core modules such as Website, Mobile, and FullStack. Your team members are assigned roles like Admin, Project Owner, Editor, or Viewer, each with varying levels of control within these modules.

However, once your agency enrolls in the Zoho PageSense Agency Plan, a whole new layer of functionality is unlocked: the Agency Module. This module is activated from the backend and brings with it a new set of permissions specifically designed to help agencies manage multiple clients seamlessly.

Let’s break down how roles are structured across the agency environment:

Level 1: Primary Agency Account Roles (Before and After Enabling the Agency Module)

These roles exist in your main Zoho PageSense account and determine access to the core modules (Website, Mobile, Fullstack) and agency module.

Role	Access to Core Modules	Access to Agency Module
Admin	Full Access	Full Access
Project Owner	Full Access	View-Only
Editor	Edit Access	View-Only
Viewer	View-Only	View-Only
Agency Manager (New Role)	View-Only	Full Access

Note: Only Admin and Agency Manager can perform actions within the Agency Module. Other roles (Project Owner, Editor, Viewer) can see the module but cannot perform any operations inside it.

Level 2: Inside the Agency Module – Managing Clients

Once the Agency Module is enabled, your agency can start adding clients. Every client gets their own dedicated Zoho PageSense account with:

A unique Org ID
Separate user roles and permissions
Full isolation from other client data

Only Admins and Agency Managers can create and manage client accounts from the Agency Dashboard.

Level 3: Client Account Roles

Each client account functions like an independent Zoho PageSense portal. The agency team can add users with the following roles inside a client account:

Role	Access in Client Portal
Admin	Full Access (Agency Manager that creates the client gains Admin access in client portal by default)
Project Owner	Full access to experiments, user management, etc.
Editor	Can edit and launch experiments
Viewer	Can only view reports and data

Note: The Agency Manager who creates the client is automatically added as an Admin in that client’s portal. Admins at the agency level aren’t automatically added to client accounts created by an Agency Manager. Instead, they receive an email invite, and must accept it to gain admin access to specific client accounts.

Primary Roles & Scopes within Agency Module

Role Name

Scope

Permission & Responsibilities

Admin

Agency-wide

Full access to the Agency Dashboard and all client portals (after accepting invite)
Purchase and manage visitor license subscriptions
Add, edit, or remove users—including Agency Managers and client users (once added to the client org)
Manage billing, quota allocation, and renewal operations
Reactivate paused or inactive client accounts
View and control all client experiments and data (once added to the client org)

Best Suited For: Founders, Operations Heads, or Agency Directors

Agency Manager

Client-specific

Create and manage client accounts (limited to those they’ve created)
Assign visitor quotas to their managed clients
Add users and configure settings within their client accounts
Reallocate visitor quotas from the agency’s remaining pool to their clients
View full dashboard metrics and experiment data for their clients

Limitations:

Cannot purchase or upgrade subscription licenses
Cannot access or manage agency-wide billing or other client accounts

Best Suited For: Account Managers or Client Relationship Leads

Privilege Table: Actions by Role

Actions	Admin	Agency Manager
Access Agency Dashboard	✓	✓
View/Add/Edit/Delete Clients	✓	✓*
Allocate/Adjust Visitor Licenses	✓	✓*
Purchase/Upgrade Subscription	✓	✗
Manage Billing/Invoices	✓	✗
Add/Remove/Assign Agency Manager	✓	✗
Create/Manage Experiments (Client-level)	✓ (once added to client org)	✓*
Add/Edit Users to Client Portals	✓ (once added to client org)	✓*
View Reports (All Clients)	✓ (once added to client org)	✓*
View Reports (Assigned Client)	✓	✓*

*Agency Manager can perform these actions only for clients/accounts they created or are assigned to.

How to Add or Remove an Agency Manager

Who can add? Only an Admin can add (or remove) an Agency Manager.

To Add:

Go to Users > Invite Users

Enter the email address, and select the Agency Manager role from the dropdown.

Click Invite – they’ll receive an email to join
Once accepted, they’ll gain access to manage assigned client accounts per their privileges.

To Remove or Edit:

Find the user under Users tab
Click on ellipses button︙ next to the name

Choose Edit or Delete option to edit role or remove user
Confirm the change – done!