Agency Team Management

Who this is for

Applies to agency owners or admins granting access to employees or client personnel across multiple client accounts.

How to access

1. Go to Settings from the side navigation menu while in Agency View
2. Select Team

What you can do

Add new users, edit existing ones, or delete users. Modifiable attributes include:

• Personal logo (for user profile)
• First name
• Last name
• Email address (login credentials)
• Phone number
• Password
• Permissions
• User Type — two options:
  • Agency: access to all client accounts
  • Account: access to only selected client accounts
• Account assignment: Varies by user type selection

Login As Permission

"The ability to Login As another user is permission-gated per admin. When Enable Login As is turned off for a user, the option is hidden."

Access via: Agency Settings › Team › Edit user › Roles & Permissions › User Management.