Agencies

An agency is an organization that runs social listening (and other work) for several clients. Each client gets its own client workspace: a separate account with its own projects, data and users. You manage them all from your agency.

info

Agency features are turned on by Lantfly for an existing organization. Talk to sales or open a support ticket to request it. Until then, the Agency page says Not an agency account.

Switch to your agency organization and open Agency (https://lantfly.com/agency), under Workspace in the sidebar. Only the agency's owner and admins can use it.

Client workspaces

1. Agency → Client workspaces → New client.
2. Enter the Client name and create it.

An agency can have up to 100 client workspaces. The list shows each client's number of projects and users and its status.

Who	Access to a client workspace
Agency owner and admins	Appear in the account switcher automatically and work in it with the same role they have in the agency, without taking a seat
Agency members	No access
People from the client	Invite them to the workspace like any organization member, with a built-in or custom role (for example, only listening.view). They sign in with their own account

Agency owners and admins can manage the client's team from inside the workspace (invite, change roles, remove people). They cannot delete the client workspace or transfer its ownership from inside it. Only the workspace's own owner can.

Suspend a client

Suspend makes a workspace read-only: its users can still sign in and read, but nothing can be changed (the API answers 423 account_suspended). Its listening projects stop collecting and its schedules and report emails pause until you turn it back on. Runs already in progress finish.

To turn it back on, set it to Active. You can do this even while working inside the suspended workspace.

Client billing

By default each client workspace pays for itself, with its own plan, credit and invoices. Agency owners and admins working in the workspace can buy for it.

The agency owner can instead bill a client to the agency: Agency → Client billing → Bill to agency.

Mode	What happens
Bill separately (default)	The client uses its own plan, credit and limits
Bill to agency	The client's usage, credit and limits come from the agency's plan and are charged to the agency. The client's Billing page shows only Billed to … and its own usage

• You can switch to Bill to agency only when the client has no subscription of its own, no unpaid invoice and a zero credit balance. Use up leftover credit, or settle a negative balance, first.
• A change applies from the next charge. Usage already charged stays where it was.
• Each client billed to the agency gets the agency plan's full limits (concurrent runs, listening projects, seats).

Spending cap per client

Owners and admins can set a Spending cap (USD) for each client: runs of that client stop when it uses that much in a billing period of the agency. Leave it empty for no cap. Like the account spending limit, it stops new runs; usage already consumed is still billed.

Client billing report

Client billing shows usage and the amount charged to the agency per client, for This period or Previous period. Use Export CSV to download it.

White-label branding

Agency → White-label branding. Your clients see this brand instead of Lantfly in the dashboard, on reports and on public report pages.

Field	Notes
Brand name	Shown in the dashboard header and on reports
Logo	PNG, JPEG or WebP, up to 512 KB. SVG is not accepted
Primary color	Pick a color
Report footer	Text at the foot of reports
Custom domain	Where shared reports and walls are served (below)

Click Save branding.

Custom domain

Serve your clients' shared campaign reports and public walls on your own domain, for example reports.youragency.com.

1. Enter the domain in Custom domain and save.

2. At your DNS provider, add the TXT record shown on the page:

   Name	Type	Value
   _lantfly-verify.<your domain>	TXT	lantfly-verify=<token from the page>

3. Add a CNAME (or A record) for the domain pointing to Lantfly.

4. Click Verify now, or wait: Lantfly checks every hour.

Status	Meaning
Pending verification	The TXT record was not found yet. After 7 days it becomes Verification failed
Verified	Reports and walls of your agency and its clients open on https://<your domain>/ with your branding
Verification failed	Fix the record and verify again

warning

Keep the TXT record in place. A verified domain is checked again every 12 hours. After 3 failed checks in a row it stops being served, until the record is found again. Changing the domain starts verification over with a new token.

Only shared reports (/report/<token>) and walls (/wall/<token>) work on the custom domain. Sign-in and the dashboard stay on lantfly.com. See Walls and sharing.

API endpoints

Endpoint	What it does
GET, POST /api/v3/organizations/{agency}/clients	List or create client workspaces
PATCH /api/v3/organizations/{agency}/clients/{client}	Rename, or set status to active or suspended
PUT /api/v3/organizations/{agency}/clients/{client}/billing	mode: agency or self; also the spending cap
GET /api/v3/organizations/{agency}/clients/billing?period=current	Client billing report (previous; format=csv)
GET, PUT /api/v3/organizations/{agency}/branding	Brand name, color, footer, custom domain
POST, DELETE /api/v3/organizations/{agency}/branding/logo	Upload (multipart) or remove the logo
POST /api/v3/organizations/{agency}/branding/domain/verify	Check the domain now