AgencyAnalytics

Client users have access to their own details via their their profile at the top right of their screen, and then clicking "Profile".

Client User Profile Access

Tatum Savage

John Sexon

Matthew Davis

Bring your staff onboard, and give clients their very own custom login

User Management

Create client accounts through the Users control panel in your root campaign dashboard.

Create client accounts

Assign and modify client permissions via the Users control panel

Assign permissions for client users

When creating a user, select which user's permission you want to copy after setting up their login credentials and campaign access

Clone user permissions

Staff accounts can be created through the Users control panel in your account level dashboard

Create staff accounts

Access permissions for staff users can be assigned at a granular level via the Users control panel

Assign permissions for staff users

Hover over the account to be deleted, and click the red "trash" icon

Delete client/staff user account

Just swap out the admin email, username, password, and photo. If you can no longer access the admin account, please contact our support team

Change the admin user on an account

Edit permissions, log in as a user, or delete a user's account

Modify existing user accounts

In the user control panel, hover over the client user account, then click the "arrow" icon

Login as a client or staff user

Head to your account settings, then, under the "Advanced" tab select "No" from the Support Icon drop-down option.

Disable AgencyAnalytics support chat icon

Navigate to your login URL and use the "forgot password" option.

Reset Password

Admins can click "edit profile" and select a language from the dropdown

Change your account's language

Click your name in the upper right hand corner of your screen, select "Edit Profile", choose the "Password" tab, and make your changes

Update password

Either use the "Forgot Password" functionality at your company's white labeled URL, or set a new password from the user's permissions screen

Reset client password

Click your name in the upper right hand corner, click "edit profile", navigate to the "Users" tab, then click the "Upload" icon

Add or update your account photo

Click your name in the upper right hand corner, click "edit profile", navigate to the "Users" tab, then modify your username

Update account login email

Click your name in the upper right hand corner, click "edit profile", navigate to the "Users" tab, then change your email address

Update account email

With the appropriate permission settings, clients can connect their own 3rd party accounts

Allow client users to connect their own integrations

Josh Cunneyworth

How To

Everything you need to know about staff and client users.

Staff and Client Users Overview

The Activity area logs the actions of you and your team within each campaign.

Activity Overview

Client access permissions on Freelancer accounts are set at a basic level for all client users.

Client Permissions for Freelancer Accounts

Overviews

Check your spam and promotional folders. If that fails, contact our support team.

Didn't receive password reset email

Please ensure that you're logging in at the correct URL, and that you're typing the keyword in rather than copy/pasting.

The password from the password reset email doesn't work

Possible reasons why you are unable to login to your AgencyAnalytics account.

Why can't I login to my AgencyAnalytics account?

Tom Delbaere

Troubleshooting

Invoices can only be sent to the administrator's email address.

Can I have my invoices sent to a different email address?

Clients cannot use the same login page as the dashboard administrator

Why can't my client/staff user log in?

Staff accounts are for agency employees; client accounts are for agency customers

User Management

Client User Profile Access

How To

Overviews

Troubleshooting

FAQs