Client Setup

Clients represent the brands your agency manages. Each client gets its own isolated workspace with separate locations, data, and monitoring.

Adding a client

Go to Settings → Clients and click Add Client. You'll need:

• Client name (required) - the brand name
• Industry - helps Rankup tailor monitoring queries
• Website - the client's primary domain

After adding a client

Once a client is created:

1. Import locations - go to Location Pulse and upload a CSV with the client's locations
2. Add competitors - go to Content Calendar → Competitors and add 3-5 competitor domains
3. Configure strategic targets - add priority keywords in Content Calendar → Strategic Targets
4. Connect OAuth (optional) - link Google Search Console and Google Business Profile for richer data

Client isolation

Client data is isolated at every level:

• Database - Row Level Security policies ensure queries only return data for the active client
• UI - the sidebar client selector controls which client's data is displayed
• API - all API endpoints are scoped to the authenticated user's organization and selected client
• Client Viewers - external users can only see data for the client they're assigned to

Deleting a client

Admins can delete a client from the client management page. This permanently removes all associated data including locations, health scores, calendar items, and monitoring history. This action cannot be undone.