Bring your staff onboard, and give clients their very own custom login
By Josh and 4 others5 authors28 articles
Client User Profile AccessClient users have access to their own details via their their profile at the top right of their screen, and then clicking "Profile".
Create client accountsCreate client accounts from the Users page, accessible via the sidebar on the left of your Home page.
Assign permissions for client usersAssign and modify client permissions via the Users control panel
Clone user permissionsWhen creating a user, select which user's permission you want to copy after setting up their login credentials and campaign access
Create staff accountsStaff accounts can be created through the Users control panel in your account level dashboard
Assign permissions for staff usersAccess permissions for staff users can be assigned at a granular level via the Users control panel
Delete client/staff user accountHover over the account to be deleted, and click the red "trash" icon
Change the admin user on an accountJust swap out the admin email, username, password, and photo. If you can no longer access the admin account, please contact our support team
Modify existing user accountsEdit permissions, log in as a user, or delete a user's account
Login as a client or staff userIn the user control panel, hover over the client user account, then click the "arrow" icon
Disable AgencyAnalytics support chat iconHead to your account settings, then, under the "Advanced" tab select "No" from the Support Icon drop-down option.
Reset PasswordNavigate to your login URL and use the "forgot password" option.
Change your account's languageAdmins can click "edit profile" and select a language from the dropdown
Update passwordClick your name in the upper right hand corner of your screen, select "Edit Profile", choose the "Password" tab, and make your changes
Reset client passwordEither use the "Forgot Password" functionality at your company's white labeled URL, or set a new password from the user's permissions screen
Add or update your account photoClick your name in the upper right hand corner, click "edit profile", navigate to the "Users" tab, then click the "Upload" icon
Update account login emailClick your name in the upper right hand corner, click "edit profile", navigate to the "Users" tab, then modify your username
Update account emailClick your name in the upper right hand corner, click "edit profile", navigate to the "Users" tab, then change your email address
Allow client users to connect their own integrationsWith the appropriate permission settings, clients can connect their own 3rd party accounts
Staff and Client Users OverviewEverything you need to know about staff and client users.
Activity OverviewThe Activity area logs the actions of you and your team within each campaign.
Client Permissions for Freelancer AccountsClient access permissions on Freelancer accounts are set at a basic level for all client users.
Didn't receive password reset emailCheck your spam and promotional folders. If that fails, contact our support team.
The password from the password reset email doesn't workPlease ensure that you're logging in at the correct URL, and that you're typing the keyword in rather than copy/pasting.
Why can't I login to my AgencyAnalytics account?Possible reasons why you are unable to login to your AgencyAnalytics account.
Can I have my invoices sent to a different email address?Invoices can only be sent to the administrator's email address.
Why can't my client/staff user log in?Clients cannot use the same login page as the dashboard administrator
What is the difference between client and staff accounts?Staff accounts are for agency employees; client accounts are for agency customers