Create a new linked account

Linked Accounts simplify account management for customers who manage multiple, separate AgencyAnalytics accounts

Matthew Davis avatar
Written by Matthew Davis
Updated over a week ago

How to create a new linked account

Click on the Settings button on the left side bar, go to the Linked Accounts tab and click on Create Account.

Then, fill out the name of the company. This will be the display name used under the "Company" column in your Linked Accounts section, and will be used in various areas of the PDF reports and within the dashboard. Finally, click "Create Account".

The new account will then be created in "Trial" mode, and will appear within your Linked Accounts section. Your administrative user and company contact information will be automatically copied over to the new account for invoicing purposes. You can immediately login to the new account and manage it just as you would any standard account.

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