πŸ‘₯User Access

Add and view all of your agency level users here.

There are 4 account types available with different levels of control.

1. Agency Admin

  • Highest level user that is automatically assigned to the user who signs up, creates and pays for an agency level account.

  • The Agency Admin has full control and permissions over the agency account, all sub-accounts, and all user accounts connected to the agency and every sub-account.

  • If you need to update/ change the Agency Admin please contact us.

  • There is only one Agency Admin account per agency.

    • Ex. If you are the owner of your agency this will be your account level.

2. Agency User

  • An agency user has full control over all sub-accounts and sub-account users.

  • Individual sub-account permissions for controlling sub-accounts and their admins/ users can be given to Agency Users’ by the Agency Admin.

  • You can have an unlimited number of Agency Users

  • Agency User permissions can be updated and changed by Agency Admins.

    • Ex. If you have a partner or a VA who is going to help you manage all of your sub-accounts.


Looking for User Permissions?

πŸ‘₯pageUser Permissions


3. Sub-Account Admin

  • This is the account level for your client to control their dashboard.

  • When a new sub-account is created for a client it will ask to assign a sub-account admin.

  • By default there is only one sub-account admin per account.

  • There is only one Sub-Account Admin account per sub-account

  • Sub-Account Admin permission can be updated and changed by Agency Users and the Agency Admin.

    • Ex. This is the main user for your client sub-accounts

4. Sub-Account User

  • A sub-account user has control over the individual sub-account based on the permissions given to them by their sub-account admin.

  • Sub-Account user permissions can be updated and changed by the Sub-Account Admin, Agency User, and Agency Admin.

  • You can add an unlimited number of Sub-Account users.

    • Ex. This is for the staff/ VA’s of the individual sub-accounts

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