You can access the Agency Dashboard with either of the following two user roles: Agency Lead or Marketeer. This article will discuss the differences between these roles.
User permissions are applied in three places: within the Agency Dashboard space, within the main company, and within the client's company.
In the table below, you can see the difference between Marketeer and Agency Lead:
| Role | 1. In Agency Dashboard | 2. In the main company of the agency | 3. In the client’s companies |
| Marketeer | Seeing other users in Agency Dashboard | Permissions of the Employee role | Permissions of the Employee role |
| Agency Lead |
Changing the role of a user (e.g., from ‘marketeer’ to ‘agency lead’) Adding and removing agency users |
Permissions of the Owner role | Permissions of the Employee role |
In this article, you can read more on the difference between the roles of Employee and Owner on company level.
1. Inviting others to access your Agency Dashboard
2. Removing users from Agency Dashboard
3. Changing the user role
1. Inviting others to access your Agency Dashboard
-
To invite your team members to the Agency Dashboard, navigate to the Agency Users tab and click on the “Invite users” button in the top left corner.
- Enter the email address of the team member you wish to invite, select their role (Marketer or Agency Lead) and click the button “Invite user”.
- Our system will send an email invitation to their email address with instructions on how to proceed.
- After inviting a team member, they will appear on the Agency User's page once they accept the invitation. If the invitation has not yet been accepted, you can find it in the Pending invites tab.
It's important to note that the person you invite will automatically have access to all your managed companies, so be mindful of whom you invite. If you want your client to see how you are managing their account, it is best to invite them to their specific company account. For more information on how to do this, refer to this article.
2. Removing users from Agency Dashboard
If someone is leaving your agency, you can remove them from the Agency Dashboard by following these steps.
- Go to the Agency users section.
- Locate the person you want to remove and click the settings icon next to their name.
- Select “Remove user from the agency.” from the dropdown.
Once these steps are completed, the user will be removed from your Agency Dashboard and will no longer have access to your connected companies.
3. Changing the user role
If someone has received a promotion or your team structure has changed, you can easily change the role of the agency users in the Agency Dashboard to reflect that change. Here's how:
- Head to the “Agency Users” section at the top of your screen.
- Find the person, whose role you want to change, and click the settings icon next to their name.
- Pick “Manage role” from the dropdown.