AgencyAnalytics

Create client accounts from the Users page, accessible via the sidebar on the left of your Home page.

Create client accounts

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

Assign and modify client permissions via the Users control panel

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

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

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

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

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

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

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

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

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

Assign and modify client or staff campaign access via the Users control panel

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Track the progress of all tickets related to your company.

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