Client profiles are the foundation of your Page workspace. Each client represents an organization or area of interest you're monitoring, with its own topics, takeaways, and access controls. For Enterprise you'll typically have one profile for your company. Consultancies can track multiple profiles.
Creating a New Client Profile
Navigate to the Add Client page
From your home page, use the dropdown in the top right to "+ Add new client".
Enter client information
Client Name (Required) - Enter the official name of the organization or entity you're monitoring. This name must be unique within your Page organization. Example: "Acme Technology Solutions"
Website URL (Optional but recommended) - Add the client's website URL to help Page better understand their business identity. Must be a valid URL format. Example:
https://www.withpage.com
Click "Next" to create the profile
Page will automatically:
Create the client profile
Generate a default "name topic" that monitors mentions of the client's name
Assign you access to the client
Take you to the topics configuration page
Automatic Name Topic
When you create a client, Page automatically creates a "name topic" that monitors mentions of the client's name across all sources. This ensures you never miss direct references to your client, even before you configure additional topics.
Understanding Client Profile Sections
Each client profile has three main sections accessible from tabs at the top of the client page:
Client Profile
The Client Profile section enables you to set the Client Name and Website as well as Archive or Delete the profile.
Topics
The Topics section shows all topics configured for this client. Here you can:
View all active and disabled topics
Create new topics
Edit existing topics
Enable or disable topics
Delete topics
Learn more in Configuring Topics.
Access
The Access section controls which users in your organization can see this client and its takeaways. You can:
View all users with access to this client
Add users to grant them access
Remove users to revoke their access
Note on Permissions
Your ability to manage client access depends on your user role. Some organizations have permissions where users can only see clients they're explicitly assigned to, while others allow all users to see all clients.
Activating and Archiving Clients
Activating a Client
After creating a client and configuring topics, you need to activate the client to begin monitoring:
Navigate to the client's profile or topics page
Click the "Activate" button
Page will start identifying relevant government activities for this client
When to Activate
You can activate a client as soon as you've created at least one topic. However, it's often better to configure all your topics first so you start receiving a complete set of relevant takeaways right away.
Archiving a Client
When you no longer need to monitor a client, you can archive it:
Navigate to the client's profile page
Look for the "Archive" button or option
Confirm the archive action
Archiving a client:
Stops monitoring for new takeaways
Preserves all existing data
Removes the client from your active client list
Can be reversed by unarchiving the client
Unarchiving a Client
To reactivate monitoring for an archived client:
Go to Settings → Clients
Find the archived client in the list
Click Client Profile
Click "Unarchive"
The client will resume active monitoring
Switching Between Clients
When viewing client-specific content (like takeaways or topics), you'll see a client selector at the top of the page. Click it to quickly switch to another client without returning to the home page.
Deleting a Client
If you need to permanently delete a client (rather than archiving it):
Navigate to the client's profile page
Click Delete
Confirm the deletion
Deletion is Permanent
Deleting a client removes all associated data, including topics, takeaways, and access records. This action cannot be undone. In most cases, archiving is a better option.