Linked Accounts lets you purchase multiple separate AgencyAnalytics accounts at full price and manage them all under one control panel. This is helpful if you run multiple brands or resell services through other agencies, since each linked account can have its own logo, brand colors, and custom URL.

Common use cases for Linked Accounts include:

Linked Accounts is available at all plan levels.

You can create a brand-new AgencyAnalytics account directly from your Linked Accounts settings.

Step 1: Click your user profile icon in the bottom left corner, then click Settings in the drop-down menu.

Step 2: On the Settings page, click Linked Accounts, then click Create Account in the upper right of the table.

Step 3: Enter the company name. This name appears in the "Company" column of your Linked Accounts section and is also used in PDF reports and in the dashboard.

Step 4: Click Create Account to finish.

The new account is created in "Trial" mode and appears in your Linked Accounts section. Your administrative user and company contact information are automatically copied to the new account for invoicing purposes. You can log in to the new account right away and manage it just like any standard account.

You can also link an AgencyAnalytics account that already exists to your control panel.

Step 1: Click your user profile icon in the upper right corner, then click Settings in the drop-down menu.

Step 2: On the Settings page, click Linked Accounts, then click Link Account in the upper right of the table.

Step 3: Enter the email and password for the administrative user on the account you want to link.

Step 4: Click Link Account to finish.

The administrative user information on the linked account is overwritten with the administrative user's information from the master account. Company and other account information stay unchanged. The account is linked instantly and appears in the Linked Accounts section of the master account.

To log in to a linked account, go to your Linked Accounts control panel and click the name of the account you want to log into. You're logged in instantly, no separate password needed.

To change the display name of a linked account, log in to that linked account, then edit the "Company" field under the Account tab, as described in this article on updating your company and account information. Keep in mind that this change affects the company name displayed for white labeling purposes.

Yes, the default limit is 5 accounts. If you need to link more, contact our support team.

Linked Accounts are separate accounts, each with their own subscription, connected through a management portal. Multiple white label profiles exist within the same account, and simply have different branding and user access. See this comparison of the two options.

Not directly. It's not possible to condense your separate linked accounts into one account that uses multiple white label profiles, and it's not possible to split an account using multiple white label profiles into distinct linked accounts.

If you need to condense multiple linked accounts into a single account that uses multiple white label profiles, follow these steps:

Step 1: Bulk-export the Client data for each Client across all linked accounts you'd like to merge. This is only available to your account admin.

Step 2: Create accounts with the same names and URLs in the main account where you'd like to use multi-profile white labeling.

Step 3: Import the Client data file from Step 1 into each new Client from Step 2. This is only available to your account admin.

Step 4: If desired, cancel the subscription on the old linked accounts.

The Linked Accounts tab only appears when you're logged into the master account. If you don't see it, you're likely logged into a linked account. Switch to the master account to access Linked Accounts settings.

Yes. You can add the master account as a linked account, allowing you to switch back to it from any linked account.

Only Admin users can create new linked accounts. Staff users can switch between existing linked accounts, but can't create new ones.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄