Client accounts
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.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.
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.👍 Tip: 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.
Information you need
| Field | Why we ask |
|---|---|
| Client name | Appears in the sidebar, reports, and audit logs. |
| Client domain | Used to track accounts and reduce duplication. |
| Industry | Helps tailor tabletop scenarios and benchmark data. |
| Size of organization | Provides context for our AI agents and reporting templates. |
| Client logo (optional) | Helps you visually identify accounts and is also used to create a personalized and polished look for your PDF report exports. |
Editing client details or creating more clients
- To edit details, open the client account, choose Clients -> Settings → Organization and update the fields.
- To add a new client after onboarding, go to Clients → Create client account. The same flow (including logo upload and metadata) is available there.