Clients

Manage client accounts used across Semrush, Screaming Frog, and all automation workflows.

Manage Users & Permissions →

Active

—

paying clients

Onboarding

—

in setup

Potential

—

leads / prospects

Total

—

all records

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Portal Beta Mode

When ON, the BETA badge appears on the client login screen and all invitation emails, regardless of per-client badge settings.

OFF

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Add Client

Identity

Client ID *

Format: c_NNNN — auto-assigned for new clients

URL Slug *

Lowercase letters, numbers, hyphens. Used in dashboard URLs.

Client Name *

Contact

Domain *

Staging Domain

Staging site URL — used for the "Open Staging Site" button in Website Revisions

Staging WP Username

WordPress admin username for the staging site

Staging WP App Password

Application password — generate in WP Admin → Users → App Passwords

Primary Market

Rival Agency

Name of the inside-sales rival/answering partner. Displayed in the Inside Sales dashboard. Falls back to "Rival Agency" if blank.

Status

Onboarding

Onboarding Mode

When enabled, client is locked into the onboarding portal on login.

Support Chat

When enabled, client sees a Messages link in their post-onboarding dashboard and can chat with the account team.

Allow Manual Login

When enabled, a discreet "Sign in with email" link appears on the client portal login page. Off by default — Google/Microsoft only.

Billing

Stripe Customer

Not linked

Loading Stripe customers...

Select a customer from your Stripe account to link their billing data to this client.

Daily Crawls

Live Domain

Daily crawl + all exports

Staging Domain

Daily crawl (no exports)

Integrations

Semrush Project ID

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Project ID from Semrush — used in automated data pulls. Browsing costs 100 API units once per session (cached). + Create Semrush Project ↗

Header Badge

Badge Mode

Badge Label

Badge Color

Text Color

Preview: BETA No badge

No locations yet. Click "+ Add Location" to get started.

Delete this client?

This will permanently remove the client record. This action cannot be undone.