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Client accounts create a secure boundary between your internal Ally workspace and the organizations you represent. Each client account stores the client’s logo, users, and tabletop history so you can switch between them without mixing data.

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Why Create a Client Account?

  • Organize data – Every tabletop, report, and knowledge base item is tied to a specific client, which keeps evidence and audit trails clean.
  • Delegate safely – You can invite client-facing teammates or the client’s own stakeholders to collaborate without giving them access to other customers.

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Who Should Have Access?

Start with your internal teammates who deliver work for each client. Generally, these teammates would have Admin permissions. You can also invite client stakeholders (security leads, executives, incident commanders) and limit them to view-only access if they only need to view reports.
Use the Clients dashboard to create additional client accounts at any time. The onboarding step simply sets up the first one so you can keep moving.

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Information You Need

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Editing Client Details or Creating More Clients

  • To edit details, open the client account, choose Settings → Organization and update the fields.
  • To add a new client after onboarding, go to Clients → Add new client. The same flow (including logo upload and metadata) is available there.
Need something else? Reach out to support and we’ll help you customize the experience for complex organizations or managed service offerings.