Guides for Agencies
Getting Started
Getting Started for Agencies
This article instructs how a new agency account can be created and how to access your account
Access and Adding Clients
This article provides instruction in how to add new client accounts and add team members to the agency account
Platform Navigation
This article shows how to navigate your agency account tabs to view dashboard, clients list and reporting
Account Management
This article provides insight into how to make changes such as updating agency name or logo