Agent GuideCustomers

Customers

Customers are the client brands your agent organization manages. This page applies to brand agents.

Adding a customer

From the agent home, open Customers and add a brand with its legal name and country. The brand is created on the free tier immediately and shows up in your network. You can:

  • Start working right away (add products, batches, passports) before anyone from the brand logs in, or
  • Invite the brand’s owner by email so they get their own access.

Switching in to act as a customer

Most day-to-day work happens as the brand. Use the customer switcher in the top bar to open a client’s portal: the whole brand experience, scoped to that one client. While switched in you can do anything a brand can: create products, send DPP requests, review submissions, and publish passports.

When you are finished, exit from the top bar to return to your agent network home. Switching is per-customer, so you always know which brand you are acting for.

Handover

When a client is ready to manage their own account, open the customer and invite the owner. They receive a magic link, set up their login, and inherit everything you have already built. You remain the managing agent unless that changes.

Seeing across all customers

Your agent home aggregates work across every customer so you do not have to switch in just to check status:

Getting StartedSuppliers