The agency area provides an opportunity to share access to other SendPulse accounts. It is opened at a user's request and is displayed on the side menu.
- How it Works
- How to Access the Agency Area
- How to Send an Account Access Request from the Agency Area
- How to Switch Between Accounts
- How to Remove a Client from the Agency
- How to Configure the Level of Agency Access to a Client Account
How it Works
You send a request to access an account of another SendPulse user → the user provides you with the access → you can enter the account and perform the same actions as the account owner. In this case, you enter the account of other users directly from the agency area in your account. You do not need to know the login and password for the user’s account.
How to Access the Agency Area
Agency area features are relevant for:
- marketing agencies that send marketing campaigns on their customers' behalf via SendPulse;
- marketing schools for shared access to their students' accounts.
To open the agency area in your account, apply to become a partner, and wait for a SendPulse representative to contact you.
You will also need to activate two-factor authentication to log in to customer accounts.
When you click the "Enable 2FA" button, you will be redirected to the "Security" tab in your "Account Settings". Move the toggle switch to the "ON" position. Choose how to get the code to log in to your account: via SMS or Google Authenticator.
How to Send an Account Access Request from the Agency Area
Open the agency area and click the "Invite a new user" button.
You can invite both registered SendPulse users and new users.
Inviting A Registered SendPulse User
Enter the email address of a user you want to invite, and click "Send an invitation."
An email will be sent to the user's email address requesting access to his/her SendPulse account.
Inviting a User That is Not Registered with SendPulse
Enter an email address of a user you want to invite, and click "Send an invitation."
Fill in the additional fields and click "Send an invitation" again.
Pass the value of the "Password" field to the invited user. This is the password for his/her SendPulse account.
An email will be sent to the user's email address with a request to confirm registration and provide access to the account.
In the agency area, you can see a list of invited users. Also, there is a filter to search for an account by email address.
If a user confirms access to the account, you can see the balance and a tariff plan of this account.
To enter the user’s account from the list, click "Login."
To transfer money from your balance to the balance of another account, click "Top up," specify the amount and click "Add funds."
Users who do not confirm or revoke access to the account are displayed with the status "Awaiting confirmation."
To resubmit a request for access to an account, click "Request again."
To cancel the request for access to an account, click "Cancel." In this case, the user is removed from the list.
How to Switch Between Accounts
If you logged in to a client's account through an agency account, click on the account icon in the upper right corner and select "Return to agency account."
How to Remove a Client from the Agency
Go to the “Agency area”, select the client, and select "Delete" from the drop-down menu.
How to Configure the Level of Agency Access to a Client Account
Users who have granted access to their account through the agency area can also revoke or limit access.
This option is available only if you are logged in with a login and password to the client's account.
Navigate to the "Account Settings" -> "Users" tab. In the drop-down menu, select "Revoke access" or "Edit role."
When editing an agency’s access, you can select their role, mailing list access, and global account access level.
Last Updated: 23.08.2021