# Restricting Access

## 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:

1. Open the **project**, go to **Settings**, choose **Strategy**, then adjust **Limits** for daily and monthly email and SMS sends.
2. 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.

<table><thead><tr><th width="249" valign="top">Feature</th><th valign="top">Description</th><th valign="top">Default</th></tr></thead><tbody><tr><td valign="top">Customers</td><td valign="top">The number of customers a client may add to their project.</td><td valign="top">1,000,000</td></tr><tr><td valign="top">Locations</td><td valign="top">The number of locations a client may add to their project.</td><td valign="top">1,000</td></tr><tr><td valign="top">Members</td><td valign="top">The number of members a client may invite to their project.</td><td valign="top">100</td></tr><tr><td valign="top">Tags</td><td valign="top">The number of tags a client may add to their project, to be used to tag reviews.</td><td valign="top">100</td></tr><tr><td valign="top">Widgets</td><td valign="top">The number of published widgets a client may add to their project.</td><td valign="top">100</td></tr><tr><td valign="top">Links</td><td valign="top">The number of links to 3rd party review sites each review page may have.</td><td valign="top">20</td></tr><tr><td valign="top">Advanced review pages</td><td valign="top">Richer layout and field controls on review pages; disable for simpler tiers.</td><td valign="top">Enabled</td></tr><tr><td valign="top">API</td><td valign="top">Whether the project may use developer automation keys and built-in app connectors.</td><td valign="top">Enabled</td></tr><tr><td valign="top">Webhooks</td><td valign="top">Whether the project may send instant notifications out to connected outside systems.</td><td valign="top">Enabled</td></tr><tr><td valign="top">Powered by</td><td valign="top">Display a “powered by” badge on your clients’ customer-facing emails, pages, and widgets.</td><td valign="top">Hidden</td></tr></tbody></table>

{% hint style="info" %}
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.
{% endhint %}

{% hint style="warning" %}
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.
{% endhint %}

### 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.

{% hint style="info" %}
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.
{% endhint %}

### 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.

{% hint style="info" %}
**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.
{% endhint %}

{% hint style="danger" %}
Suspension halts live outreach and imports immediately—confirm you chose the correct project name before you confirm.
{% endhint %}

***

## Tips & common questions

{% hint style="success" %}
Bundle overrides into clear packages (“Starter caps”, “Pro automation”) so support tickets stay predictable when clients upgrade.
{% endhint %}

{% hint style="info" %}
Duplicate a capped project from **Actions → Duplicate** when you want the same limits applied to a fresh client without retyping overrides by hand.
{% endhint %}


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