Agency Quickstart¶

This guide walks you through managing multiple clients' privacy programs with Dxtra. You'll set up your first client, onboard their privacy program, and learn how to manage compliance at scale from a centralized dashboard.

What you'll accomplish¶

1. Set up your agency account
2. Add and onboard your first client
3. Configure multi-client management
4. Manage billing and subscriptions
5. Set up team access and roles

Step 1: Create your agency account¶

1. Go to app.dxtra.ai and click Sign Up
2. Complete the registration with your agency's details
3. In the data controller setup wizard, enter your agency as the organization
4. Select your operating regions (include all regions where your clients operate)
5. Choose a plan — each client account requires its own subscription

After completing setup, your agency dashboard serves as the central hub for managing all client privacy programs.

Step 2: Add your first client¶

Each client gets their own isolated privacy program — their data, documents, and Transparency Center are completely separate from other clients and from your agency account.

Option A: Guide the client through self-service setup¶

The fastest approach for clients who are comfortable completing the setup themselves:

1. Share the Business Owner Quickstart with your client
2. They create their own Dxtra account and complete the setup wizard
3. They invite you as a team member with an Admin role
4. You can then manage their account from your dashboard

This is the recommended approach because the client provides their own organization details, operating regions, and industry context — ensuring accuracy.

Option B: Set up on the client's behalf¶

For hands-on onboarding or clients who prefer a managed service:

1. Create a new Dxtra account using the client's details
2. Complete the data controller setup wizard with the client's information:
   • Organization type and legal name
   • Operating regions (every jurisdiction where the client operates or serves customers)
   • Organization address and contact details
   • Industries (use the searchable multi-select to find their sectors)
   • Company representatives (CEO, CFO, CTO, DPO if applicable)
3. Select and pay for the appropriate plan
4. Wait for AI generation (~60 minutes)
5. Review the generated program for accuracy
6. Transfer account ownership to the client by inviting them as an Admin and sharing credentials securely

What the AI generates for each client¶

After the setup wizard is completed, Dxtra's AI engine produces a tailored privacy program:

• Privacy notices in full, overview, and quick-look formats
• Cookie policy specific to the client's website
• Data Protection Impact Assessments
• Data processing agreements
• Retention policies
• Breach response procedures
• Consent templates
• Transparency Center content

All documents are tailored to the client's specific jurisdictions, industry, and data processing activities.

Step 3: Configure multi-client management¶

As you onboard more clients, use these features to manage them efficiently.

Switch between client accounts¶

If clients have invited you as a team member on their accounts, you can switch between client workspaces from the user menu in the top-right corner of the dashboard. Each workspace shows only that client's data and configuration.

Monitor compliance across clients¶

For each client account you manage, track:

• Program status — Whether the AI-generated program has been reviewed and approved
• Pending actions — Data subject requests awaiting response, assessments needing review, processors to onboard
• Deadline alerts — GDPR 72-hour breach notification deadlines, DSRR response deadlines
• Regeneration usage — How many AI regenerations the client has used this month vs. their plan quota

Standardize your onboarding process¶

Create a consistent workflow for new clients:

1. Discovery call — Gather the client's organization details, operating regions, data processing activities, and existing compliance documentation
2. Account setup — Complete the data controller wizard (10 minutes)
3. AI generation — Wait for the privacy program to generate (60 minutes)
4. Review session — Walk the client through their generated documents, making edits where needed
5. Processor onboarding — Connect the client's third-party services (Shopify, Stripe, Mailchimp, etc.)
6. Transparency Center — Customize branding and publish
7. Handoff — Transfer account ownership and train the client on ongoing management

Step 4: Manage billing and subscriptions¶

Each client account has its own subscription. As an agency, you can manage billing in two ways:

Agency pays centrally

Pay for all client subscriptions from your agency's payment method. Bill clients through your own invoicing system with your margin applied. This gives you the most control and simplifies client management.

Client pays directly

Each client enters their own payment details during setup. You manage their compliance program without handling billing. Simpler but less control over the commercial relationship.

Upgrade a client's plan¶

When a client outgrows their current plan (needs more regenerations, languages, or data subject capacity):

1. Sign in to the client's account
2. Go to Settings → Billing
3. Click Upgrade Plan
4. Select the new tier
5. Choose upgrade timing (immediate or at next billing cycle)

Track usage across clients¶

Monitor each client's usage against their plan limits:

Step 5: Set up team access and roles¶

Invite your agency team members to client accounts with appropriate access levels.

Role-based access¶

When inviting team members to a client's account, assign roles based on their responsibilities:

Admin

Full access to all settings, billing, and configuration. Use for agency principals and account leads.

DPO / Compliance Manager

Access to assessments, processing activities, breach reporting, and rights management. No billing access.

Support

View-only access to help answer client questions and monitor compliance status.

Auditor

Read-only access for external auditors reviewing the client's compliance documentation. Time-limited.

Invite a team member¶

1. Sign in to the client's account
2. Go to Settings → Team
3. Click Invite Member
4. Enter the team member's email and select their role
5. Click Invite

What you just did¶

• Created your agency account on Dxtra
• Set up your first client with a complete AI-generated privacy program
• Learned how to manage multiple clients from a centralized dashboard
• Understood billing options (agency-paid vs. client-paid)
• Configured team access with role-based permissions

Next steps¶

Onboard more clients

Repeat the client setup process for each new client. Each onboarding takes about 10 minutes of your time plus 60 minutes of AI generation.

Connect client integrations

For each client, onboard their data processors (Stripe, Shopify, Mailchimp, etc.) to enable automated data flow tracking. See Integrations.

Explore the API

For agencies managing 20+ clients, the GraphQL API enables programmatic account management, bulk operations, and custom reporting. See API Reference.

Set up webhooks

Receive real-time notifications when clients have pending actions (new DSRR requests, approaching deadlines, breach reports). See Webhooks.

Build client reports

Use the Assurance dashboard to generate compliance reports for each client — useful for quarterly review meetings and demonstrating the value of your service.

Need help?¶

• Partnership inquiries — Email partnerships@dxtra.ai for volume pricing and partner program details
• Technical questions — See the Developer Quickstart for API integration
• Product support — Email support@dxtra.ai