How Agencies Can Manage Multiple Clients in WHR

(Date Aug 15th - feature coming soon)

Overview
Agencies often work with multiple clients, each having unique branding, requirements, and event strategies. WHR provides two approaches: creating separate accounts per client or using one agency account and treating clients as internal projects.

• Separate Accounts (recommended): Each client gets its own WHR account, ensuring data is isolated and tailored to their brief. Agency can continue to have access to each account.

• Single Agency Account: Manage all clients internally as projects. Clients don’t log into WHR — instead, you export and share reports from Coordinate and Trackers.

Steps

1. Decide whether the client requires direct access.

2. If yes → create a separate WHR account for the client.

3. If no → set up client as a project inside your agency account.

4. Use Export Reports to share insights externally.

Tips

• Use separate accounts for large or ongoing clients.

• Use the project approach for short-term or small clients.

• Keep branding aligned by customizing exported reports before sharing.