Restricting Access
Cap outreach and feature limits per client project, narrow sidebar sections and roles, or suspend access when packaging or billing changes.
What it does
You can shape what each client project may consume—review-request volume, counts of customers and locations, optional product areas—and what each portal user sees in the sidebar so your packages stay predictable. You may also suspend a whole project when billing stops while keeping the record available to your team.
Sending Limits
Your account’s review-request allowance (email and SMS together) is shared across every project, so every client draws from the same pool. You throttle usage per project in either of these places—they edit the same underlying numbers:
Open the project, go to Settings, choose Strategy, then adjust Limits for daily and monthly email and SMS sends.
Or open Agency, choose Projects, open Actions on a row, then Manage Overrides. The first panel inside that window lists the same sending caps next to your feature caps.
Monthly caps should stay at or above the daily caps you enter; otherwise the form cannot save.
When a project hits its ceiling, sending waits until the next day or month. If a limit looks grayed out or refuses a high number, your own subscription ceiling or sending setup may be lower—contact support if you need a higher tier.
Project Overrides
Beyond sending limits, you can cap project-level features so lighter packages stay light. Open Agency, Projects, Actions, Manage Overrides. The second panel holds the knobs below. Leave a field empty to fall back to the platform default for that item.
Only owners and teammates whose role includes full agency admin rights see Actions on each project tile—other teammates cannot change overrides from here.
Customers
The number of customers a client may add to their project.
1,000,000
Locations
The number of locations a client may add to their project.
1,000
Members
The number of members a client may invite to their project.
100
Tags
The number of tags a client may add to their project, to be used to tag reviews.
100
Widgets
The number of published widgets a client may add to their project.
100
Links
The number of links to 3rd party review sites each review page may have.
20
Advanced review pages
Richer layout and field controls on review pages; disable for simpler tiers.
Enabled
API
Whether the project may use developer automation keys and built-in app connectors.
Enabled
Webhooks
Whether the project may send instant notifications out to connected outside systems.
Enabled
Powered by
Display a “powered by” badge on your clients’ customer-facing emails, pages, and widgets.
Hidden
If you enter a feature limit above our system settings, it will return an error. If you need any of these limits raised, just reach out to support.
Saving Manage Overrides applies immediately for that project—give clients a heads-up before you remove automation access or slash caps they rely on for reviews and widgets.
Section Access
When you invite someone from Agency → Clients, you choose which businesses they may open and—via the Sections checklist—which sidebar destinations appear (Reviews, Messages, Widgets, and others). Leave premium areas unchecked if you plan to upsell them later.
You may also pick a role—manager, operator, or viewer—when you invite a client. Viewers read more than they change; operators sit in the middle; managers carry the broadest day-to-day abilities inside the rules you set.
After someone accepts, reopen their row under Clients anytime to adjust projects, sections, or role.
Invites that start from inside one project’s Members screen attach every sidebar section automatically today. Use Agency → Clients when you need fine-grained section control at invite time.
Suspending Projects
At any time, you can suspend a project by clicking Actions → Suspend in the Agency → Projects list. The usual reasons are unpaid invoices or an ended relationship—you keep historical data, but the client should not keep operating as if nothing changed.
Suspending a project will stop any review requests from going out and prevent any updates to it. That means no reviews or customers can be added, along with any other resource, like locations, sources, tags, etc. Additionally, it will stop any 3rd party integration from syncing with the platform.
You can unsuspend a project at any time by clicking Actions → Unsuspend in the projects list.
Suspended is your explicit agency choice. A tile that reads paused reflects a separate billing or subscription state managed elsewhere in the product. Both stop day-to-day progress; keep suspend for situations you trigger on purpose when a client relationship ends or pauses for payment.
Suspension halts live outreach and imports immediately—confirm you chose the correct project name before you confirm.
Tips & common questions
Bundle overrides into clear packages (“Basic caps”, “Pro automation”) so support tickets stay predictable when clients upgrade.
Duplicate a capped project from Actions → Duplicate when you want the same limits applied to a fresh client without retyping overrides by hand.
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