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Managing Agency Clients

Everything about your white label end users

Bozidar Nikolic avatar
Written by Bozidar Nikolic
Updated over 2 weeks ago

Agency clients are a dedicated user tier intended for end-users of agencies using the Aimfox Agency Plan together with the White Label feature.

This role allows agencies to give end-clients direct access to the Aimfox dashboard without exposing Aimfox branding or agency-level configuration. It is a role that exists exclusively in the white label dashboard.

This article explains what agency clients are, what they can and cannot access, and how you can manage them within the Agency Plan.

What are agency clients?

Agency clients are end users of an agency’s white labeled Aimfox environment.

They log in through the agency’s branded login page and use the platform under the agency’s branding, without knowing that Aimfox exists behind the scenes.

Agency clients can add accounts, manage campaigns, leads and have the same outreach experience and features as regular Aimfox customers, but are restricted from billing, integrations and other administrative functionality.

How agency clients fit into the Agency Plan

The Agency Client role is available to customers on the Aimfox Agency Plan, and it can be managed through the "Clients" page in the Settings.

The Agency Plan gives agencies control over:

  • Seats and workspaces

  • Billing and subscriptions

  • API, Webhooks, and Integrations

  • White-label configuration

Agency clients, on the other hand, are scoped strictly to day-to-day outreach execution inside a single workspace.

This separation ensures agencies can scale safely while giving clients a powerful, self-serve experience.

Agency client permissions

Agency clients have full access to all features required to manage LinkedIn outreach from start to finish. This allows them to operate independently inside the workspace assigned to them.

They have access to:

  • Campaigns: Full access to create, edit, and manage campaigns

  • Leads: Full access to lead management

  • Labels: Full access to create and manage labels

  • Inbox: Full access to messages and conversations

  • Accounts: Full access to LinkedIn accounts assigned to the workspace

  • Proxies: Full access to proxy management

  • Workspace settings: Agency clients can only access the Blacklist and Labels pages, all other workspace settings are restricted.

  • Profile settings: Agency clients can view their profile information but cannot make changes. For that, they will need an agency owner.

What agency clients cannot access

To protect agency infrastructure and prevent accidental changes, agency clients are restricted from all agency-level features. This includes:

  • Billing and subscriptions

  • Agency Plan management

  • API and Webhooks

  • Integrations

  • White-label configuration

  • Managing or viewing other agency clients

Agency clients can never manage other agency clients.

Important rules and limitations

Agency clients operate under a small set of fixed rules designed to keep access predictable and secure.

  • Agency client permissions are fixed and cannot be customized

  • An agency client can only be assigned to one workspace at a time

  • Agency clients do not exist as Aimfox users

  • Agencies retain full control over the workspace through their Aimfox dashboard

  • Agency owners or Admins can still set up integrations etc for the workspace, and those integrations will be effective for clients as well.

Managing agency clients

Agency clients are managed from the Clients page, which is available to Agency Plan customers.

You can access it here: Dashboard → Settings → Clients

Agency clients can be added in two ways:

  • Manually, by clicking Add client in the dashboard

  • Via API, for automated or large-scale onboarding

Regardless of how a client is added, the same permissions and limitations always apply.

Some unique characteristic of agency clients:

  • They access the platform via the agency’s white-label domain

  • They are not Aimfox users

  • They do not exist as users in the Aimfox system

  • They are treated as new visitors if they ever visit aimfox.com, including eligibility for trials and other offers

Learn more about the Agency Plan and White Label

Agency clients are only one part of the agency setup. To understand the full model, we recommend reviewing these related articles:

  • Aimfox Agency Plan – Covers pricing, seat management, and agency-level controls

  • White Label – Explains branding, domains, and the client-facing experience

If you need help setting up agency clients, structuring workspaces, or automating client onboarding, our team is happy to assist.

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