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Linked Accounts Overview
Linked Accounts Overview

Overview of our linked accounts feature, which lets you purchase multiple accounts at full price, and manage them in a unified portal.

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

Linked Accounts Overview

Our linked accounts feature allows you to purchase multiple separate AgencyAnalytics accounts at full price, and to link them under one management portal.

From the overview, click Settings in the menu on the left-hand side of the page.

Next, click linked accounts in the settings page menu. From here you can click Link account in the upper right to link the account you're currently in to another existing account. You can also click Create Account to start a completely new AgencyAnalytics account to link here.

The most common use cases for ainked accounts are:

  • Agencies who operate under multiple brands, but need to offer a separate custom URL under each brand

  • Agencies who do business as a value-added reseller. For example, you sell SEO services to other agencies, who resell those services to their clients. You offer the agency access to an AgencyAnalytics dashboard as part of your fee to them. They get staff accounts, their customers get client accounts, you hold the admin account and pay the bill to AgencyAnalytics.

The linked accounts feature is available at all membership levels and includes:

  • Separate logos and brand colors for each linked account

  • Separate custom URL (subdomain or full custom domain, depending on the membership level) for each linked account

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.

How to log in to a linked account

Just navigate to your linked accounts control panel and click the name of the account that you'd like to log into. You'll be logged in instantly.

How to modify the display name of a linked account

Login to the linked account in question, then edit the "Company" field under the "Account" tab, as described in this article. Note that this change will impact the company name displayed for white labeling purposes.

How to add an existing account to your linked accounts control panel

Click on the Settings button on the side bar, go to the linked accounts page and click Link Account.

Then, enter the username and password for the administrative user on the account that you wish to link, and click "Link Account".

The administrative user information on the linked account will then be overwritten with the administrative user's information from the master account. Company and other account information will remain unchanged. The account will instantly be linked and will appear in the linked accounts section of the master account.

โ“ Linked accounts FAQ

Is there a limit on the number of accounts that can be linked?

The default limit is 5 accounts. If you need to link more accounts, please get in touch with our support team.

What's the difference between linked accounts and multiple white label profiles?

Linked accounts are separate accounts with their own subscriptions that are linked through a management portal, whereas multiple white-labeled campaigns can exist within one paid account, on some of our plans. Click here for a comparison of the two!

Can I switch from linked accounts to multiple white labels or vice versa?

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

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

  1. Bulk export the campaign data from each individual campaign across all linked accounts that you'd like to merge (this is only available to your account admin).

  2. Create accounts with the same names/URLs in the main account where you'd like to employ multi-profile white labeling.

  3. Import the campaign data file from step one into each new campaign from step two (this is only available to your account admin).

  4. If desired, cancel the subscription on the linked accounts.

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