Guide · agency mode

One desk for you, a locked room per client.

Agency mode partitions everything by client — at the data layer, not as an interface filter. Lakeside never sees Verde, and neither do Lakeside's logins. It ships with every plan and is part of the trial; the Agency plan adds the volume.

How scoping works

Every scopable resource — monitors, scheduled jobs, incidents, status pages, alert plans, playbooks, reports — carries a client assignment. Your own view aggregates: switch to “All clients” for the Monday sweep, drop into one client when the phone rings; the whole product re-scopes, including the cost meter. Create forms carry a client picker; via API, list endpoints accept client_id or all_clients=true, and resources are created into a client by setting client_id. Company-level (no client) remains the default — nothing changes until you assign.

Share links: transparency without seats

A share link opens a read-only view of exactly one client's world — current status, history, incidents. No account, no seat, no password-reset ticket. Revocable instantly, per link. Manage them in the client view or via the clients API.

Client logins, if you want them

Optional, read-only, scoped strictly to that client's data — with a per-client kill switch. Most agencies skip logins entirely and send a share link instead.

White-label

Status pages use a client-specific hosted URL and scheduled reports carry your logo — monthly SLA evidence that lands pre-documented in their inbox. We stay in the engine room.

Templates and batch import

New client signed? Apply a client template: monitors, status page, alert plan — materialized in one step (client-templates). Moving an existing fleet in is a paste into the batch import — or the API recipe.

Costs per client

The product shows what each client's monitoring actually costs, to the cent — usage is attributed to the client on the ledger, so your retainer maths runs on numbers, not vibes.

Via API

clients · client-templates — and every scopable resource accepts client_id. API keys can be narrowed to a client set (allowed_clients), so a per-client integration can never read across the wall.