How to connect an Agency account to a Premium client account and vice versa

Mathias Freudendahl Updated by Mathias Freudendahl

Connecting a premium client and agency accounts will allow agency users to work on the premium client account. This means that the agency can start working actively with reporting for the premium client account they are connected to. It is also easier to structure and manage how data is accessed and by whom since you can manage exactly who from your organization has access to a specific account. You can read more about how to manage your users’ permissions here

Note that you need to have either the user role as ‘Organisation admin’ or ‘Account manager’ to be able to connect accounts and manage user access. Learn more about user roles here.

Connecting accounts from the admin page

Go to the Admin’s page, where you can get the overview of all accounts. You can see the following information:

  • Name of the account
  • Products in use
  • Account type
  • Users of the account

If you click on a specific account, you will get specific information about the account. You can manage the user rights, as well as add and remove users from the ‘Users’ tab. Read more about managing user roles here.

You can also get an overview of incoming requests, sent requests, and add already connected accounts by selecting the tab Clients (for agencies) or Agency (for premium clients).

Additionally, you can find the specific account ID on the ‘Overview’ tab, which is needed for connecting accounts. 

Connecting accounts as a premium client

From your admin overview, select the account you would like to connect to. Then, select the ‘Agency’ tab and click on ‘Invite agency’. 

To connect the premium client account to the agency account, you will need the account ID for the account you want to connect to. That needs to be provided by the agency and can be found on the Overview tab

 

Once the request is sent, you can see the list and status of your requests on the ‘Agency’ tab.

Account connection requests can be sent by both organization admins and account managers, but only admins can accept incoming requests. This is to make sure that only the needed users within an agency will have access to client data. Accounts managers will only be able to work with clients that they are account managers for.

The agency needs to accept the request on their side on the 'Clients' tab so the accounts can be linked. By linking the accounts the agency will have the following functionalities:

  • Create, edit, and delete reports
  • View item data from all existing channels (e.g. campaigns, line items)
  • Add new connections to external channels (e.g. integrations)
  • Manage which users have access to the account

Connecting accounts as an agency

If your client already has an AudienceReport account you will need to connect to the account by following the step below. If your client doesn’t have an account on the AudienceProject platform, please reach out to your customer success manager

From your admin overview, select the account you would like to connect to. Then, select the ‘Client’ tab and click on ‘Invite client’.

To connect the agency account to the premium client account, you will need the account ID for the account you want to connect to. That needs to be provided by the client and can be found on the account page on the Overview tab

  

When selecting the client’s account, you will be asked to select which agency user should have access to the client's account. You can either select to include the entire agency or select specific users.

Account connection requests can be sent by both organization admins and account managers, but only admins can accept incoming requests. This is to make sure that only the needed users within an agency will have access to client data. Accounts managers will only be able to work with clients that they are account managers for.

Once the request is sent, your client needs to accept it on their side on the 'Agency' tab, so the accounts can be linked. 

You can at all times see your client’s connections status on the ‘Clients’ tab.

Once an agency account has been linked to a client account the agency users that have been granted access will be able to perform the below actions on the client account:

Action

Admin/account manager

Regular user

View-only

Create integrations on the agency account and map items coming from that integration to a client account 

Yes

No

No

Create new custom items

Yes

Yes

No

Read and work with existing items

Yes

Yes

No

Create new report

Yes

Yes 

No

Change report configurations

Yes

Yes 

No

Read reports

Yes 

Yes 

Yes

Export reports 

Yes 

Yes 

Yes 

Export data to Techedge

Yes 

Yes 

No

How did we do?

How to add new clients

How to disconnect accounts

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