Workflow

Site Portfolio Management

Follow the sequence below, then use API Reference for payload schema and response details.

Steps

  1. List agency customer accounts (agency plans):

    Operation IDs: agency.customers.list

  2. Create/invite agency customer account (agency plans):

    Operation IDs: agency.customers.create

  3. Update an existing managed customer between Starter and Pro:

    Operation IDs: agency.customers.update

  4. List sites for the current subject. Normal customer subjects resolve zero or one current website;

    Operation IDs: sites.list

  5. Load consolidated site dashboard payload (detail + deployments, optional pages):

    Operation IDs: sites.dashboard.get

  6. Poll compact customer-safe site status while crawl or translation work is active:

    Operation IDs: sites.status.get

  7. Review customer-safe site errors with required offset pagination:

    Operation IDs: sites.errors.summary.get

  8. Preview source-selection rule changes before saving:

    Operation IDs: sites.sourceSelection.preview

  9. Preview source-selection tree projections for dashboard editing:

    Operation IDs: sites.sourceSelection.treePreview

  10. Review observed runtime requests before adding interactive-feature rules:

    Operation IDs: sites.runtimeRequests.observations.list

  11. Update observation lifecycle after triage:

    Operation IDs: sites.runtimeRequests.observations.lifecycle

  12. Preview runtime request policy drafts before saving:

    Operation IDs: sites.runtimeRequestPolicy.preview

  13. Update site configuration:

    Operation IDs: sites.update

  14. Update indexing policy after readiness checks pass:

    Operation IDs: sites.indexingPolicy.update

  15. List discovered pages for a site:

    Operation IDs: sites.pages.list

  16. Generate language switcher snippets for custom frontend integration:

    Operation IDs: sites.switcherSnippets.get

Notes

This legacy-named playbook covers normal customer current-website management plus agency-owned

portfolio contexts. Normal customer subjects resolve zero or one current website; agency-owned

contexts can still use portfolio-style site lists.

agency-owned contexts can still list portfolio sites:

Related Docs