AgencyAccess Documentation
Everything you need to know to get the most out of AgencyAccess. From getting started to advanced features.
Onboarding Guide
Connect your accounts, customize your branding, and send your first client request in 10-15 minutes.
Managing Connected Accounts
Connect the agency accounts clients will grant access to, including Google, Meta, LinkedIn, Shopify, HubSpot, and more.
Managing Clients and Sending Invites
Create clients, send client invites, track access request status, send reminders, and review client history.
Customizing Branding
Customize client-facing invite and access page branding with your colors, logo, wording, and custom subdomain.
Setting Up Intake Forms
Create intake forms that collect structured client details during invites and access page submissions.
Utilizing the API
Integrate AgencyAccess with your systems using the REST API. Create clients, create access requests, and automate onboarding.
Managing Your Team
Invite teammates, manage agency access, remove members, and transfer ownership when needed.
Account Settings
Configure your agency settings, security options (including 2FA), notifications, subscription billing, and integrations like Zapier.
Access Pages
Create reusable access pages that automatically create clients when used. Perfect for website integration, email campaigns, and lead generation.
Using Zapier with AgencyAccess
Connect AgencyAccess to Zapier and trigger workflows when clients are created, complete onboarding, or submit intake forms.
