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Setup And Manage Agency Client Accounts

Now that you’ve set up your profile, branding, payout, payment methods and other agency level information in Postalytics, it’s time to setup and manage agency client accounts.

Setup and Manage Agency Client Accounts

To add a new Client Account, navigate to the Agency Home dashboard and click on “Add New Client” to get started. Depending on what you’ve completed, your Agency Home dashboard will look like:

Setup and manage new client accounts - add first account

or:

Setup and manage agency client accounts - add new client

You’ll arrive at the below screen:

setup client profile

Create a username and password for the account, which will enable clients to login to Postalytics. This will be the “Primary User” of this Client Account, with full access privileges.  If you’d like to prohibit your client users from accessing payment, order and other information, don’t share this user name/password information with them, but create “Users” in the account per the below instructions.

It is important to keep this user name and password, as you’ll probably refer to many times over the course of your Agency Edition usage. We recommend that you keep all of your user names and passwords in a secure place for easy retrieval.

IMPORTANT NOTE:

For each Client Account, you can decide to enter your Agency information in the profile, or the client’s information. This may be determined by how you are structuring the billing for the Client Account. If your client’s credit card will be used and you’d like them to receive white-labeled invoices from you, enter the client information here. If you are managing the campaigns and billing the clients separately, enter your information to prevent your client from receiving any communications.

Client Account Profile Information

Enter the contact information for whomever you would like to receive system notifications for things such as list upload completions, etc. If you are handling all of the campaigns, including list uploads, etc, enter your Agency information here. If your client is going to be involved in the campaigns, enter their information.

Client Billing Information

Enter the contact information for whomever you would like to receive billing emails. If you are handling the billing with your client directly, enter your information here. If you’d like order invoices sent to your client (with your branding), enter your client information here.

client account profile - postalytics agency edition

Client Account Payment Methods

Each client account you create will have its own payment method. The payment method that you enter will be used for all direct mail campaigns, direct mail credits and any domains that you buy while working in the client account. Remember, Postalytics Agency Edition subscription fees will be charged to the credit card setup for the agency in the initial setup.

You can decide whether to use a client credit/debit card and use the Postalytics invoicing system or pay Postalytics with an agency card and bill the client outside of Postalytics.

Select “payment method” in the client account menu to setup a method of payment.

setup client accounts - payment method

You can change/update the credit card at any time. If the credit card expires or if it is denied for some reason, an email will be sent to the address setup in the profile.

Client Account Users and Access Rights

Each client account operates like its own Postalytics Pro account. That means that the you and the client can create an unlimited number of users who can access the client account with unique username/password combinations. To manage users, click on the user page in the client account tab on the top right corner of the screen.

agency edition setup client users

Adding New Users

First, click the ‘Users’ link under the account menu in the upper right of your screen

Next click ‘Add New User’

You will now be presented with the new user screen. Add in the user and role info here. The guide below the role dropdown will assist in choosing the right role for this user. The system will ensure the email is not already in use. Once all is set, click ‘Save User’.

The user types are:

Primary User – full client privileges including the ability to add/delete users, manage billing information & more. When you create a client account, the username that the account was created under is considered the primary user. There can only be 1 primary user.

Administrator – Can do everything the primary user can do with the exception of:

No user management
No changing plans
No drip credit management
No viewing/downloading of monthly invoices or PAYG orders
No payment method management

Designer – Can do everything an administration can do with the exception of:

No list creation, appending or deleting
No field mapping management
No campaign creation, editing, or deleting
No goal management
No campaign settings changing
No toggling of mail status or online tracking status

Read Only – Can do everything a designer can do with the exception of:

No template creation, editing or deleting.

Client User Login

Your clients can use these User Names and Passwords that you establish by logging in at the branded “Client Login” URL that comes with your Agency Edition account. You can send your clients the login by copying it from the top of the “Agency Home” page.

Managing Multiple Agency Client Accounts

After you’ve set up a few Agency Client Accounts, you’ll be able to quickly navigate to each of the accounts from the “Agency Home” button on the top of each page.

Agency Home Button

When you return to your Agency Home page, you can jump into a different Client Account by clicking “Manage Client” or modify the Agency Account settings. The page will look like this as you add multiple clients:

multiple client accounts with client login

What’s Next?

After you’ve configured at least one Client Account, you can start building direct mail campaigns for your clients. Please see the next article in our Agency Edition Help Docs:

 BUILD DIRECT MAIL CAMPAIGNS IN CLIENT ACCOUNTS

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