Agency tier overview

The Agency tier turns ObligoBoard into a multi-tenant compliance workbench: one parent agency account that supervises any number of separate SME (sub-account) workspaces, each with its own obligations, frameworks, evidence, and team — and a single agency-level subscription that bills per active client.

Is the Agency tier for you?

The Agency tier is built for advisors who serve compliance to multiple clients in parallel:

• Commercialisti (Italian accounting firms) running GDPR / ESG / cookie-policy work for SME clients
• Fractional DPOs managing data-protection obligations across a portfolio
• Accounting and consulting firms that fold compliance into their service mix
• Boutique legal practices offering retained compliance support
• MSPs and IT consultancies that bundle compliance into a managed-services contract

If any of the following apply to your business, the Agency tier is the right home:

• You manage compliance for two or more separate legal entities that aren't all part of one corporate group
• You want one log-in that lists every client and their compliance status at a glance
• You need to bill the agency, not each client, and want volume pricing that improves as the practice grows
• You want clients to see your branding, not ObligoBoard's, on the workspaces they log into
• You sometimes need to invite a junior associate into a single client without giving them keys to the whole portfolio

If you only manage compliance for your own organisation (or a single corporate group of up to 5 entities), the Pro plan is a better fit.

What you get on the Agency tier

The Agency tier extends every Pro-tier capability and adds five categories of agency-only functionality:

• Multi-client dashboard — /agency lists every sub-account with a row per client showing overdue tasks, open obligations, and last activity. Click a row to drill into that client's workspace.
• Sub-account provisioning — create a fresh ObligoBoard workspace for a new client in seconds, pre-filled with your agency's defaults (country, default framework). Documented in Agency setup.
• Agency-team controls — invite associates to your firm as agency_admin or agency_member (per-client scoping is also supported via per-org user_profiles). The agency_owner role is the bootstrap role assigned to the account that creates the agency; it is not invitable through the team flow — ownership transfer is handled separately.
• White-label branding — upload your firm's logo, set the primary brand colour, write a footer block, and (Agency Starter and up) point a custom domain at your sub-accounts. See White-label & custom domain.
• Volume-tier billing — one Stripe subscription priced per active client slot, with bracketed pricing that drops the per-slot rate as the practice grows. See Agency billing & slots.

Agency tier vs Pro

Capability snapshot

The four places to start once you're on the tier:

Tenant isolation — the load-bearing invariant

Every read and every write inside ObligoBoard is scoped to a single SME workspace. The active workspace is resolved server-side from a strict per-organisation grant — obligations, evidence, tasks, and reports cannot leak across sub-accounts that the caller does not have access to. The two grant paths (per-org user_profiles and agency-wide agency_memberships) are evaluated symmetrically, so what a user sees is the union of both: a per-org grant gives access to that one workspace; an agency_memberships row gives portfolio-wide access (effective member for the agency_member role, effective admin for the agency_admin role) across every non-archived sub-account.

If you need a junior associate to work on Client A but not Client B, choose the access model that matches the scope you want:

1. Add them as an agency_member if they should have portfolio-wide agency access — they can use /agency and also get member-level access across the agency's client workspaces.
2. Add them via that client's Settings → Team if they should only work in one specific workspace — they get standard member access on Client A and no agency-wide grant to Client B or other clients.

Either way, the rule holds: a caller never sees a sub-account they don't have a grant on. See Agency setup for how the role gates work in practice.

What's next

• Agency setup — provisioning a sub-account, inviting users, archiving to release a slot.
• Agency billing & slots — slot definition, bracket pricing, volume-mode example, founder programs.
• White-label & custom domain — branding, footer HTML, CNAME setup.
• Agency FAQ — concise answers to the most common operational questions.