Agency setup

Caddi is multi-tenant from the first request. Your agency is the unit. Everything below rolls up into it.

1. Sign up

Create an account at app.caddi.build with your work email. You’ll receive a verification email; click the link to continue.

2. Pick an agency slug

The slug is your URL prefix — app.caddi.build/<agency-slug>/... — and the seed for branded preview subdomains down the line. Slugs are case-insensitive and drawn from a reserved-word list (no admin, app, api, etc.).

Pick the slug carefully. It’s changeable later, but every existing client portal URL and preview subdomain will redirect — not silently rename.

3. Set up 2FA

2FA via TOTP is required for every Agency Owner. Members can opt in but are not forced. Use any authenticator app (1Password, Authy, Google Authenticator).

Recovery codes are shown once at setup. Store them in your password manager — Caddi can’t recover them for you.

4. Invite teammates

Invites are 72-hour, single-use tokens. Roles are Agency Owner (everything), Agency Member (everything except billing and dangerous deletes), and the per-client portal roles Client Admin and Client Member.

bash

# Or via the CLI when it ships:
caddi invite --role member [email protected]

What you have now

An agency, a slug, and at least one Owner with 2FA on.
A team you can invite into projects later.
An audit log starting to fill up.