Request access to existing companies

Learn how to request access to an existing company through your Agency Dashboard.

Imagine you have just signed a new client and they already have a company in Channable. To request access to that Company through your Agency Dashboard, follow these steps:

1

Request new access

On the main page of your Agency Dashboard, click Request new access.

2

Generate request link

On the next page, click Generate request for access link.

3

Send link to the company's Owner

Make sure to send the link to the email address of the person with the Owner role of the company. Learn more about user roles.

4

Client grants access

Your client should open the link, select the Channable company they wish to give you access to, and click Grant access.

5

Company shows in your Agency Dashboard

Once access has been granted, the Channable company will automatically appear in your Agency Dashboard. All agency users will immediately have access to the new company, so there's no need to add them manually.