Client Folders

Managing domains for one client is straightforward. Managing them for twenty clients in a flat list isn’t - that’s what client folders are built to solve. Available on Agency.

Client folders group domains by the client they belong to, so you can see at a glance which domains are whose, filter activity and alerts by client, and keep client-specific information (like a billing contact) attached to the right set of domains.

Creating a client

From Clients, click Add client and enter a name, optional contact email, and notes. There’s no limit on the number of clients you can create.

Assigning domains

Domains can be assigned to a client when adding or importing them, or reassigned later from the domain’s detail panel. A domain belongs to exactly one client at a time, or to none.

The Account bucket

Domains that aren’t assigned to any client aren’t lost in the gaps - they’re grouped under a dedicated Account view, representing domains you manage directly rather than on behalf of a client. This keeps “my own domains” and “client domains” visibly separate without forcing every domain into a client folder.

Filtering by client

The Domains and Activity pages both support filtering by client, so you can pull up exactly what one client’s domains look like - useful when a client asks for a status update, or when you’re auditing one account specifically.

Deleting a client

When you delete a client, you choose what happens to their domains: unassign them back to your Account, or delete them entirely along with their monitoring history. Expirity asks explicitly rather than guessing.

Related

• Per-Client Alert Routing
• Team Members & Roles
• Bulk Import - importing directly into a client folder