AgencyAccess Documentation
Everything you need to know to get the most out of AgencyAccess. From getting started to advanced features.
Onboarding Guide
Get started with AgencyAccess. Learn how to set up your account, connect your social/ad accounts, customize branding, and create your first access link.
Managing Connected Accounts
Learn how to connect, manage, and disconnect your social media and advertising platform accounts like Google, Meta, TikTok, and more.
Managing Clients and Sending Invites
Create and manage clients, send access link invitations, track link status, send reminders, and manage the complete client onboarding workflow.
Customizing Branding
Customize your access links with your brand colors, logo, messaging, and custom subdomain. Make client-facing pages match your brand identity.
Setting Up Intake Forms
Create custom intake forms to collect important information from clients during the access grant process. Support for various question types.
Utilizing the API
Integrate AgencyAccess with your systems using our REST API. Create clients, manage access links, and automate workflows programmatically.
Managing Your Team
Add team members to your agency, assign roles (Admin or User), manage permissions, and collaborate effectively with your team.
Account Settings
Configure your agency settings, security options (including 2FA), notifications, subscription billing, and integrations like Zapier.
Static Links
Create reusable invitation links that automatically create clients when used. Perfect for website integration, email campaigns, and lead generation.
