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, navigate to the top left corner and 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. Find out 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 appears 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 manually add them.
