Create and Manage Users

Staff and Client User accounts provide them access to your AgencyAnalytics environment, by logging in via the branded domain or sub-domain.

While Client users don't need an account to view an emailed report, they will need a Client user account to view the custom dashboards prepared for them in the app.

Account Admins can create both Staff and Client users. By default, Staff users can only create Client users; however, this can be changed with permissions.

From any screen, click your user profile in the lower left corner, then click Users in the drop-down menu.

On the Users page, click Invite User in the upper right to launch the user creation window.

First, select which type of user you'd like to create. Click the tile for Staff or Client user to move on to the next step.

Next, enter the email address of the staff or client user you'd like to create. You can create multiple staff or client users at once by clicking "Add User" beneath the email field.

Check the box in the lower right to send email invitations to these new users. Uncheck that box if you intend to generate passwords manually for these users.

To restrict the Clients each user can access, click the green toggle to turn off access to all existing and future Clients. Then, click the Client dropdown that appears and select the Clients they will access.

Lastly, select permissions for the new user. Default permissions are a great place to start, providing staff or clients with the basic permissions that each role needs to engage with the account. Choose Clone to copy permissions from an existing user.

When you're ready to finalize these users, click Finish in the bottom left. If you choose to invite them via email, an invite will be sent to the email address you used for their profile.

If you choose not to send an email invitation, head back to the Users page, then click the ellipsis in the upper right of the user tile. In the drop-down, click Edit Profile.

On the profile page, generate or create a password for this account. You can manually share the email and password by copying and pasting this info to your client or staff, or edit the Email Credentials dropdown to Yes if you wish to email them a copy, then click Save.

To edit a Staff or Client profile, which includes things like their name, email, password, and profile photo, hover over their tile on the Users page, then click the ellipsis menu. In the drop-down, click Edit Profile.

Make any required changes, then save them at the bottom left. Alternatively, Staff and Client users can update their own user profiles.

Please be aware that deleting a user account cannot be undone or recovered. Any activity associated with the user will not include their name or any identifier after deletion.

To delete a user, hover over their tile, then click the ellipsis menu in the upper right. In the drop-down, click Delete user.

In the pop-up confirmation window, confirm the deletion to finalize the removal of this user.

Most login issues occur when a Staff or Client user is trying to sign in to their account via the Admin page, rather than their own white labeled domain or subdomain.

Check the URL of the page you're currently on. If you're an Admin user, your URL should be this:

If you're a Staff or Client user, the URL will be a white labeled domain or sub domain, customized for your team. It would look something like these examples:

If issues persist, it may be an issue with your login credentials in which case you'll want to reset your password on the login page, then follow the steps in the password reset email.

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