AgencyAnalytics

Tatum Savage

Matthew Davis

Tom Delbaere

Learn how to manage billing, users, data and more

Account Management

User Management FAQ

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

User Management

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

Create staff accounts

Assign and modify client permissions via the Users control panel

Assign permissions for client users

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

Assign permissions for staff 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

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

Delete client/staff user 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

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

Reset 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

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

Allow client users to connect their own integrations

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

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

Edit Client or Staff Campaign Access

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 Launch accounts are set at a basic level for all client users.

Client Permissions with Launch subscriptions

John Sexon

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

What is the difference between client and staff accounts?

Troubleshooting

Export data for a dashboard section by clicking the share button, then download PDF.

Export data for a dashboard section

Bulk export rankings and integration settings via the campaign settings menu at the bottom left of your campaign menu

Export rankings and integration settings

Import historical rankings data from a 3rd party tool, or another AgencyAnalytics account or campaign.

Import data

Bulk export rankings and integration settings from the source account via the campaign settings, then import the data to the target account.

Transfer a campaign between accounts

Query data from AgencyAnalytics into Google Sheets to dig deeper into your marketing data.