Agencies: managing user access for connected accounts

Corina Alonso Updated by Corina Alonso

As an agency, you have the option to manage which of your users should have access to client data on account level. This means that the agency admins and account managers can easily manage and limit access to a client's items and reports. 

The access to client accounts is managed on the Admin page, under the agency account page and the tab 'Client'. 

On the client account level, user access can be managed and edited, by clicking on the pencil in the 'User access' column. 

A pop-over will show, where admins and account managers can edit the users who should have access to the client account. They can decide who should have access to the specific client account: only Selected agency users (they should select the needed ones) or Everyone in agency. 

Admins can manage access to all connected client accounts, while account managers can only manage access to the connected client accounts they are account managers for. 
User roles are defined on organizational level, and not on account level - meaning that if you i.e. are a view-only user, you will only be able to view all accounts you have access to. You can edit user roles by following these instructions.

How did we do?

Account Types

How to add new clients