👥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.

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👥User Permissions

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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