Agencies live or die on leverage: how many clients one operator can run well. This playbook covers the workspace structure that lets one person oversee many client stores without losing the thread on any of them.
One store per client, isolated
Each client is its own store in Magistry, with its own settings, its own Brain mode and its own kill switch. Access is checked per store in the database, so a person or a connected app only reaches the stores they were granted, and a decision in one store cannot read or change another.
An agency workspace adds a Clients section on top. Accounts lists every client store, Campaigns shows campaigns across clients, and Reports holds the client reports you share. The workspace Pulse shows which stores are paused.
Map roles to accountability
- Owner and Admin: set policy and manage clients. Only workspace owners and admins can share client reports.
- Staff: can make changes, but cannot manage stores, billing or the team.
- Viewer: can read, changes nothing.
- Custom roles: on the Roles screen, set each area to Hidden, View or Edit for a role you define.
- Per-client kill switch: held by the account lead responsible for that client.
Review access on a schedule. The Access review screen asks you to confirm that each member still needs what they hold, and the Audit log records every access, credential and policy change in the workspace.
Act on many clients at once
Select client stores on the Accounts screen and apply one policy to all of them: Propose-only (agents keep working and stop applying), Let agents act, Kill switch on, or Kill switch off. The outcome is shown per store, so a store that failed stays visible instead of disappearing into a summary.
Copy configuration moves one client's setup onto others: the tracking policy, the paid-search agent settings and the CS agent settings. Each store keeps its own operating mode. You preview every field that will change, and if the source or a target changes between the preview and the apply, the apply is refused and you preview again. The Brain charter, budget envelope and compliance settings are listed but cannot be copied, each with its reason on screen.
The client report
Reports generates a read-only page for one client, under your agency's name, logo and accent colour. The client needs no login. It shows revenue and orders against the previous period, gross profit, ad spend, ROAS, average order value, the agent moves applied by kind, and the best-selling product. Figures are frozen when you generate the report, the link expires after 60 days, and you can revoke it at any time.
Walking a client through what was actually applied to their store, and what it earned, is the most durable renewal argument there is.
You don't renew on a deck. You renew on a record the client can read themselves.