Agency Guide
This section is for digital agencies that deploy and manage Waulter across multiple client websites. The Waulter B2B dashboard serves as your centralised consent management hub — one place to configure, monitor, and update consent banners for all your clients.
Who this guide is for
| Persona | Description |
| Agency admins | Team members who manage Waulter deployments across client websites — creating configurations, rolling out updates, monitoring compliance |
| Agency developers | Technical staff implementing the SDK on client sites via GTM or direct script tags |
| Client personnel | Client staff who access their own consent configurations via shared access |
The B2B dashboard as a multi-client hub
The Waulter B2B dashboard is designed for multi-client management:
- Configuration list — all client configurations in one view, with status badges (active/inactive) and sharing indicators
- Partner grouping — configurations are grouped by partner (client company), making it easy to navigate between clients
- Quick filters — filter by status, client, or compliance state
- Bulk actions — duplicate and manage configurations efficiently
Key benefits for agencies
| Benefit | Description |
| Centralised management | One dashboard for all client consent configurations — no switching between accounts |
| Template-based deployment | Create a master template once, duplicate for each new client in minutes |
| Batch updates | Update a template and roll changes across 10, 50, or 100+ clients efficiently |
| Client self-service | Share configurations with client personnel for viewing or editing — they see only their own configs |
| Consistent compliance | Ensure all clients meet the same compliance standards using standardised templates |
| Compliance monitoring | Track detection results and consent rates across all clients from one dashboard |
Agency workflow overview
flowchart TD
A["Create master template"] --> B["Duplicate per client"]
B --> C["Customise per-client settings"]
C --> D["Deploy SDK on client site"]
D --> E["Share config with client personnel"]
E --> F["Monitor compliance & statistics"]
F --> G{"Update needed?"}
G -->|Yes| H["Update template → roll out"]
G -->|No| F
H --> F
Phase 1 — Template setup
- Create a template configuration with your agency's standard settings (purposes, styling, GCM mode, texts).
- Name it with a
[TEMPLATE] prefix for clarity. - Keep it inactive — it's a blueprint.
Phase 2 — Client onboarding
- Duplicate the template for the new client.
- Customise domain, branding, and client-specific texts.
- Deploy the SDK on the client's website (via GTM or direct script).
- Activate the configuration.
Phase 3 — Client access
- Share the configuration with client personnel.
- Choose the appropriate role (read-only for monitoring, admin for self-management).
- The client logs in and sees only their shared configurations.
Phase 4 — Ongoing management
- Monitor compliance and statistics across all clients.
- When updates are needed, use the batch update workflow.
- Handle ownership transfers when client relationships change.
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