Client Setup Guide

AgencyStack is designed with a multi-client architecture, allowing you to create isolated environments for each of your clients while maintaining a single server infrastructure.

Understanding Client Architecture

In AgencyStack, each client gets:

• A dedicated subdomain structure (e.g., client1.yourdomain.com)
• Isolated container instances
• Separate data volumes and backups
• Independent configuration

This architecture ensures client data remains separate while you manage everything from a central location.

Creating a New Client

Using the Makefile (Recommended)

The simplest way to create a new client is using the make client command:

cd /opt/agency_stack
make client

You’ll be prompted to provide:

• Client domain name (e.g., client1.yourdomain.com)
• Components to enable for this client
• Additional configuration options

Manual Client Creation

For more control, you can directly use the bootstrap script:

cd /opt/agency_stack
./scripts/agency_stack_bootstrap_bundle_v10/bootstrap_client.sh client1.yourdomain.com

Client Configuration

Each client’s configuration is stored in:

/opt/agency_stack/clients/<client-domain>/

This directory contains:

• docker-compose.yml - Client services configuration
• .env - Environment variables
• Various data directories for persistent storage

Customizing Client Components

You can customize which components are available to each client by editing their docker-compose.yml file. By default, the bootstrap process will include all the components you selected during the initial installation.

Accessing Client Services

Once a client is set up, services are available at:

• WordPress: https://cms.client1.yourdomain.com
• ERPNext: https://erp.client1.yourdomain.com
• And so on for each component…

Managing Clients

Starting Client Services

cd /opt/agency_stack/clients/<client-domain>
docker-compose up -d

Stopping Client Services

cd /opt/agency_stack/clients/<client-domain>
docker-compose down

Removing a Client

cd /opt/agency_stack
./scripts/remove_client.sh <client-domain>

⚠️ Warning: This will delete all client data. Make sure to back up anything important first.

Backing Up Client Data

cd /opt/agency_stack
./scripts/backup_client.sh <client-domain>

Backups are stored in /opt/agency_stack/backups/<client-domain>/.

Setting Up Client Authentication

AgencyStack supports various authentication methods for client access:

Basic Authentication

1. Generate password file:

   cd /opt/agency_stack/clients/<client-domain>
   htpasswd -c .htpasswd username
   

2. Update the client’s Traefik configuration to use this file for basic auth.

OAuth/SSO Integration

For advanced authentication, you can integrate with OAuth providers:

1. Obtain credentials from your OAuth provider
2. Configure the client’s Traefik configuration with the appropriate middleware
3. Update the client’s environment variables with the OAuth details

See the Authentication Guide for detailed instructions.