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.

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:

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.

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

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

To Add:  

1. Go to Users > Invite Users

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

3. Click Invite – they’ll receive an email to join

4. Once accepted, they’ll gain access to manage assigned client accounts per their privileges.

To Remove or Edit:  

1. Find the user under Users tab

2. Click on ellipses button︙ next to the name

3. Choose Edit or Delete option to  edit role or remove user

4. Confirm the change – done!