The idea behind the Agency account is to allow you to manage multiple clients’ accounts from one super-admin account.
The Agency owner, admin, and clients must have a unique email address for login.
These users won’t take slots but at the same time won’t be able to send emails from their accounts.
The Owner and Admin of an Agency account have the same overview - both can see subscription, add or remove the number of slots, invite clients, add teams/users within the team, and log in as each user.
The client has an overview of their account only - they can add or remove teams/users within their account and log in as each member of their team(s), and can’t see the other clients inside the Agency panel.
The same goes for team users. The Manager and members of each team can only share data within their team, and except the client, no one has the ability to see the rest of the teams within the client’s account.
The client chooses which User gets a Data-Unlimited package when they create Teams and add users.
When creating a team, if you choose the maximum number of users a team will have, all the User slots will be filled no matter if there is a physical user or not.
Once the Agency deal is created, the Owner of the agency will be created automatically and they can proceed and invite the Admin of the agency.
In the Admins panel, you can invite a new admin by clicking the +Invite button, edit existing admins, or disable an Admin.
After the Owner and Admin have been created, the next step is to invite the Clients.
After the Clients, are added they need to confirm the invitation and afterward, they can create a team and invite users - the number of users depends on the number of slots that are assigned to that team.
All Clients can be seen under the Clients tab and from there you can add teams.
Click on the three dots next to the Client and choose Teams.
A new tab will pop up where you can add Team/User by clicking on the + add Team/User button, edit, or remove an existing team.
While you’re creating the team, you should also create the Manager of the team and that user will be activated automatically.
The procedure for adding a team member is the same as for adding teams, only this time instead of the teams choose the user option
The Manager and Team Members should also connect their sending email account or the Owner/Admin/Client can do that for them if they have access to that email account.
To log in as one of the users, go to Clients, select User, click on the three dots next to the name and the option to log in as this user will appear.
From there you have the full control of all users’ accounts, you can create campaigns, import contacts, create and save templates and much more.
Please note: Once you logged in as a user, you have to log out using the button on the blue banner across the page and only afterward will you be able to log in as a different user.
If you want to see the overall campaign performance for all clients, teams, and users, go to the Reports tab on the left side. You can also use one of the filters to filter the campaign by team member, client, campaign status or the date range.
The option to export the results will be at your disposal in this screen too.
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