Managing an Agency Workspace

How Agencies Use RealityMold

RealityMold's model is one user account, many clients. Each client is a separate workspace with its own subscription, its own credit balance, its own campaigns, its own message threads. Nothing pools across clients.

For an agency, that means:

• You sign up once with your own name and email.
• You create a client for each brand you manage.
• Each client carries its own plan (Starter, Growth, Scale, or Storage Only).
• Each client is billed and tracked independently.
• You operate them in parallel from one login.

If you are creating content for one brand, you have one client and an agency layout is overkill. If you manage two or more brands, the agency surface comes into play.

Setting Up a Second Client (and Beyond)

To add a new brand:

1. Click Create New Client on your dashboard, or open the Clients page and click the create button.
2. Fill in the client form (name, optional website, optional description).
3. Pick a plan and a billing cadence for this brand.
4. Confirm.

The new client appears on your dashboard and on the Clients page. You can immediately start working in it.

There is no cap on the number of clients per account. Add as many as you actually manage.

The Agency Billing Page

When you have two or more clients, the sidebar Billing link opens an aggregate view that does not exist for single client accounts. The page lists every client you own with:

• Plan name and billing cadence.
• Live token balance.
• Next renewal date.
• A deep link into that client's settings.

The page also surfaces an annual savings summary: the dollar amount per year you could still save by switching currently monthly clients to annual, and the dollar amount you are already saving on clients already on annual. Cancelled subscriptions are excluded from both numbers.

This is the right page when you want a fast read on the whole portfolio. For day to day work on a specific brand, open the client directly.

Switching Between Clients

A few ways to jump between brands:

From the dashboard. The Recent Clients section on the dashboard shows your most recently updated clients with deep links. Click a card to drop into that brand's workspace.

From the Clients page in the sidebar. Lists every client. Search and sort to find what you want. Click the name to open it.

From the agency Billing page. Each row has a link directly into that client's settings (useful when you want to adjust a plan rather than do creative work).

There is no global "switch brand" dropdown at the top of the page. The model is open the client.

Naming Conventions That Scale

A consistent naming scheme makes the multi brand setup tidy:

For clients. Use the brand's actual name. "Acme Skincare" beats "Client 1" because it shows up on invoices, in message threads, and in delivery emails. If you manage many similar brands (multiple skincare lines, for example), prefix with a parent identifier: "Acme Skincare", "Acme Wellness", "Acme Hair".

For campaigns. Brand + product line + intent. "Glow Serum Hook Test 1", "Glow Serum Spring Launch", "Glow Serum Black Friday".

For creatives. Brand + descriptor of what is different about this iteration. "Glow Serum 25-30 Hook 2", "Glow Serum 35-50 Calm Tone". Helps you find the winner three weeks later when you are scaling spend.

Credit Strategy Across Clients

Credits do not pool. Each client's balance is independent. A few practical implications:

Match plan to volume per brand. A high producing brand on Starter is wasteful; you will spend more on top ups than the next tier costs. A quiet brand on Scale is also wasteful; you are paying for tokens you do not use. Audit each client's plan against its actual token spend every few months.

Use Storage Only for inactive brands. A brand on pause should not be paying for production. See The Storage Only Plan.

Annual on the brands you trust. If a brand is going to keep producing for at least a year, annual saves roughly 10 percent. The agency Billing page makes the savings explicit.

Auto Reload on the high velocity brands. If a brand produces unpredictably and you do not want a submission to die for a balance shortfall, Auto Reload is cheap insurance on that client. See Auto Reload.

Notification Emails Across Multiple Clients

If you have an account manager or a creative director who should see every delivery across the agency, you need to add them to every campaign of every client. The notification list is per campaign, not account wide.

For agencies running many campaigns, the easiest cadence is:

• At new campaign creation, copy the notification list from a previous campaign and trim.
• Periodically audit each client's campaigns for stale recipients.

See Managing Notification Emails on a Campaign.

Message Thread Strategy

Threads on RealityMold can be scoped four ways: General, per Client, per Campaign, per Creative. For agency operations:

• General for account level questions ("What plan should we put a new brand on?").
• Per client for brand strategy ("Acme Skincare is shifting positioning to luxury").
• Per campaign for campaign tactics ("This Glow Serum launch needs three more angles by Friday").
• Per creative for specific deliveries ("The Hook on Creative 3 needs a softer opening").

Using the right scope means the team can pull the right context fast. See How to Message Your Account Manager.

Common Issues

"My credit balance dropped on the wrong client." Open the credit log on the specific client to confirm. Submitting from inside the wrong client's workspace deducts from that client's balance. The wizard URL contains the client ID; check that you are working in the right one before submit.

"Invoices are landing on the wrong card." Invoices come from each client's subscription. Update the card on file via Stripe Checkout (initiate a plan change or buy a top up on the affected client) and the new card becomes the default across all clients.

"My team adds a client and now there are two of the same brand." RealityMold does not auto dedupe client names. If two team members independently create the same brand, you end up with two separate workspaces. Coordinate naming or use a shared spreadsheet of who manages which brand.

For client management basics, see How to Create and Manage Clients. For billing surface detail, see Managing Your Subscription and Payment Method.