AgencyAnalytics

Tatum Savage

Matthew Davis

Josh Cunneyworth

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

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

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

Client Permissions for Freelancer Accounts

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?

Clients cannot use the same login page as the dashboard administrator

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

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

Why can't I login to my AgencyAnalytics account?

Tom Delbaere

Troubleshooting

Overview of our Linked Accounts feature, which lets you purchase multiple accounts at full price, and manage them in a unified portal.

Linked Accounts Overview

Linked Accounts simplify account management for customers who manage multiple, separate AgencyAnalytics accounts

Create a new linked account

Navigate to your Linked Accounts control panel, and click the name of any account to login

Log in to a Linked Account

Changes to display names can be made under the Linked Accounts tab

Modify the display name of a linked account

If you maintain multiple accounts, it's easy to add them all to the Linked Accounts section of your main account

Link an existing account

Linked Accounts

Add or change payment method

Billing FAQ

Cancel your subscription with just a couple of clicks. We'll miss you!

Cancel your subscription

Navigate to your billing portal and click any historical invoice to download it instantly

Download an invoice

Click "Have a Coupon?", enter your code, and click "apply"

Enter a coupon code

Purchase additional keywords, site audit, or campaign add-ons through your billing portal

How to purchase add-ons

Admins can go to their Billing dashboard, click "cancel", and then choose to pause the subscription.

Pause your AgencyAnalytics subscription

Navigate to your billing portal, use the "+/-" buttons to adjust your add-ons, then click "Complete Purchase"

Remove add-ons

Reach out to our helpful Support team via live chat or email to request a refund within 30 days of your new purchase.

Request a Refund

Navigate to your billing portal, click "Update Subscription", then look to the right, under "Summary"

Review upcoming renewal

Navigate to your billing portal, click "Update Subscription", then toggle from monthly to yearly

Upgrade from a monthly plan to a yearly plan

Upgrade in just a few clicks using our billing portal. Simply click your name at the top right, and select "Billing"

Upgrade from a trial plan to a paid plan

Navigate to your billing portal, select your new plan, and check out.

Upgrade or change to a different monthly membership level

Upgrade to a higher yearly membership level

Our invoices convey a lot of crucial information! This article will walk you through each section of your AgencyAnalytics invoice

Understanding your invoice

Share invoices and subscription emails with multiple contacts by adding additional invoice recipients.

Add Additional Invoice Recipients

Mikel

Manage your subscription, invoices, and billing information

Billing

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

Click your name, then "Edit Profile", and make any changes needed

Update company contact information

AgencyAnalytics Team

Data Management

AgencyAnalytics Labs

Quick answers to commonly asked Labs questions!

Labs FAQ

Leverage AI to generate AI report summaries, or Ask AI to drill down into Campaign and Dashboard results.

Ask AI Overview

Identify opportunities to optimize ad spend, improve ROI, and deliver more results to your clients with Campaign Auditor.