AliasMode
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Agency operations guide

Give every client profile a name, owner, and lifecycle.

A consistent profile system reduces accidental crossover and makes handoffs easier to audit as an agency adds clients, channels, operators, and proxies.

Download AliasMode freeConfigure one proxy per profile

Guide updated 2026-09-01. Follow the steps in order.

What you will accomplish

Before you start

  • A current list of active clients, channels, and markets
  • Agreement on the naming fields the team will use
  • Workspace access to create groups and tags

Step-by-step

  1. Choose one naming pattern

    Choose fields operators can scan without opening the profile. Keep the sequence stable across teams and document the allowed status values.

    CLIENT · CHANNEL · MARKET · ACCOUNT · OWNER · STATUS

  2. Name a sample of profiles

    Apply the pattern to a few real profiles, for example Acme · Social · US · Brand A · Dana · Active, or Northstar · Outreach · UK · Research 02 · Lee · Review.

  3. Group by client, tag by work

    Use groups for durable client or portfolio boundaries. Use tags for workflow state, market, channel, proxy type, review date, or temporary assignments.

  4. Record ownership and handoff

    One operator owns the active session. Close the browser, synchronize the current version, and record the next owner before another operator opens it.

  5. Offboard completely

    Remove workspace access, revoke devices when needed, export required client records through the approved process, then archive or delete the profile according to the engagement policy.

The AliasMode workflow

  1. Create the profile with the naming pattern

    Name the new AliasMode profile using the agreed CLIENT · CHANNEL · MARKET · ACCOUNT · OWNER · STATUS pattern.

  2. Assign group and tags

    Add the profile to its client group and apply tags for channel, market, and review date.

  3. Hand off through Cloud

    Use Cloud sync so the next operator downloads the current profile version instead of sharing a desktop session.

Verify it worked

  • A sample of profile names follows the agreed pattern without exceptions.
  • Every active profile has one recorded owner and group.
  • Offboarded profiles no longer appear in active workspace access.

Cautions

  • Skipping the handoff record step makes it hard to trace who used a shared client account last.
Return to the agency workflow Review device and profile controls