Account Settings

This guide covers all account and agency settings you can configure in AgencyAccess.

Overview

Account settings allow you to:

• Manage your agency information
• Configure security settings
• Set up notifications
• Manage your subscription
• Configure integrations

Accessing Settings

Navigate to Dashboard → Settings → General from the main navigation menu.

You can also access settings via:

• Dashboard → Settings from the sidebar
• Quick action menu (spotlight search)

Agency Details

Agency Information

Manage your agency's basic information:

Agency Name:

• Your agency's display name
• Used in emails and client communications
• Can be updated at any time

Website:

• Your agency's website URL
• Optional but recommended
• Used for client reference

Support Email:

• Email address shown to clients for support
• Defaults to your account email
• Can be a shared support inbox

Steps to Update:

1. Go to Settings → General → Agency Details
2. Edit any field
3. Click "Save Changes"
4. Changes apply immediately

Profile Picture

Upload or update your agency's profile picture:

1. In Agency Details section
2. Current profile picture is displayed (or initial if none)
3. Click "Upload" to select a new image
4. Or click "Remove" to delete current picture
5. Changes save automatically

Requirements:

• Image format: PNG, JPEG, or GIF
• Maximum size: 15MB
• Recommended: Square image for best results

Security Settings

Changing Your Password

Update your AgencyAccess account password:

1. Click your profile/avatar (top right) to go to Settings page
2. Navigate to Security tab
3. Enter your current password
4. Enter your new password
5. Click "Continue"
6. You may be asked to re-authenticate for security

Password Requirements:

• Minimum length (check current requirements)
• Should be unique and secure
• Consider using a password manager

Security Note: If you haven't signed in recently, you may need to re-authenticate before changing your password.

Two-Factor Authentication (2FA)

Enable two-factor authentication for additional security. AgencyAccess supports both SMS-based and authenticator app-based 2FA.

Setting Up SMS-Based 2FA

1. Click your profile/avatar (top right) to go to Settings page
2. Navigate to Security tab
3. Find Two-Factor Authentication section
4. Enter your phone number (must have verified email first)
5. Click "Set Up Now"
6. Complete reCAPTCHA verification
7. Enter the 6-digit code sent to your phone
8. 2FA is now enabled

Requirements:

• Your email address must be verified before enabling 2FA
• Valid phone number in international format (e.g., +1 650-555-1234)

Authenticator App Support

AgencyAccess also supports TOTP-based authenticator apps such as:

• Google Authenticator
• Authy
• Microsoft Authenticator
• 1Password
• And other TOTP-compatible apps

When logging in with 2FA enabled, you'll be presented with options to:

• Get a text message - Receive a 6-digit code via SMS
• Use your authenticator app - Enter a code from your authenticator app

How It Works:

• When you log in with 2FA enabled, you'll be prompted to enter a 6-digit code
• Choose your preferred method (SMS or authenticator app)
• Enter the code to complete authentication

Notification Settings

Configure when and how you receive notifications.

Notification Recipients

Select which team members should receive notifications:

1. Go to Settings → General → Notifications
2. Find "Recipients" section
3. Click on team member names to select/deselect
4. Selected members receive notification emails
5. Changes save automatically

Notification Types

Configure which events trigger notifications:

Access Granted:

• Receive email when a client finishes granting access
• Toggle ON/OFF as needed
• Applies to all selected recipients

Intake Form Completed:

• Receive email when a client completes an intake form
• Toggle ON/OFF as needed
• Applies to all selected recipients

Steps to Configure:

1. In Notifications section
2. Toggle each notification type ON or OFF
3. Changes save automatically (with debounce)

Onboarding Guide

Control whether the onboarding guide appears:

1. In Agency Details section
2. Find "Display onboarding guide" toggle
3. Toggle ON to show guide again
4. Toggle OFF to hide it
5. Changes save automatically

Use Cases:

• Show guide to new team members
• Reference guide when learning new features
• Hide guide if you're familiar with the platform

Integrations

Zapier Integration

Connect AgencyAccess with Zapier for automation:

Setting Up Zapier:

1. Go to Settings → General → Manage Zapier
2. Review the setup guide
3. Generate or view your Zapier API key
4. Use the key in Zapier when connecting AgencyAccess
5. Follow Zapier's connection flow

Zapier API Key:

• Unique key for your agency
• Used to authenticate Zapier connections
• Can be regenerated if needed
• Keep secure and don't share

Regenerating Zapier Key:

1. In Manage Zapier section
2. Click "Re-generate" button
3. Confirm regeneration
4. Important: Update all Zapier zaps with new key
5. Old key is immediately invalidated

Note: Zapier integration requires Premium or Agency plan.

Subscription Management

Available Plans

AgencyAccess offers the following subscription plans:

Billing Periods

Choose between:

• Monthly billing: Pay month-to-month
• Yearly billing: Save 25% with annual payment

Free Trial

New paid plan subscriptions include a 30-day free trial:

• Trial starts when you select a paid plan
• Full access to all plan features during trial
• Trial countdown displayed in your dashboard
• Add a payment method to continue after trial ends
• Cancel anytime during trial at no charge

Viewing Your Subscription

Access your subscription and billing details:

1. Navigate to Settings from the left sidebar menu
2. Click on the Billing tab
3. View:

• Current plan and status
• Subscription status (Active/Trialing/Expired)
• Billing period (Monthly/Yearly)
• Next billing date or trial end date
• Plan price and any discounts
• Payment methods
• Account credit balance
• Tax IDs
• Invoice history

Managing Subscription

Switching Plans:

1. Go to Settings → Billing
2. Click "Switch" button in the Plan section
3. Select new plan and billing period
4. Review price changes (prorated for mid-cycle changes)
5. Complete checkout process
6. Changes apply immediately

Canceling Subscription:

1. Go to Settings → Billing
2. Click "Cancel" button in the Plan section
3. Review what you'll lose:

• Agency clients
• Zapier workflows
• Custom branding
• Intake forms
• Static links

1. Confirm cancellation
2. Service continues until end of billing period
3. A 2-day grace period is added after subscription ends

Managing Payment Methods:

1. Go to Settings → Billing
2. Scroll to Payment Methods section
3. Supported payment types:

• Credit/Debit Card
• PayPal
• SEPA Direct Debit (EUR)

1. Click "Add Method" to add a new payment method
2. Click "Make Default" to set a payment method as default
3. Click the trash icon to remove a payment method

Currency Support

AgencyAccess supports multiple currencies:

• EUR (Euro)
• USD (US Dollar)
• GBP (British Pound)

Your currency is automatically detected based on your location. You can change it during checkout.

Coupon Codes

Apply discount codes to your subscription:

1. Go to Settings → Billing
2. Click "Add Coupon"
3. Enter your coupon code
4. Click "Apply"
5. Discount applies to future invoices

Coupons may offer:

• Percentage discounts
• Fixed amount discounts
• One-time or recurring discounts

Tax ID Management

Add tax IDs to appear on your invoices:

1. Go to Settings → Billing
2. Scroll to Tax IDs section
3. Click "Add Tax ID"
4. Select tax ID type (VAT, GST, etc.)
5. Enter your tax ID number
6. Tax ID appears on future invoices

You can add up to 5 tax IDs per agency.

Account Credit

View and manage account credit:

• Credit balance shown in Billing tab
• Credit automatically applied to future invoices
• Credit may come from refunds or promotional offers

Invoices

Access your invoice history:

1. Go to Settings → Billing
2. Scroll to Invoices section
3. View all past invoices
4. Click to download PDF invoices
5. Invoices include tax IDs if configured

Account Settings (User Level)

Personal Account Information

Manage your personal account (separate from agency):

1. Click your profile/avatar (top right)
2. You'll be redirected to the Settings page (/settings)
3. Navigate to the General tab
4. Update:

• Display name
• Company name
• Email address (may require verification)

Security Settings

Manage your account security:

1. Go to Settings page (click avatar)
2. Navigate to Security tab
3. Change your password
4. Enable two-factor authentication (2FA)

Email Updates

Changing your email address:

• Go to Settings → General tab
• Update your email address
• May require email verification
• You'll need to confirm the new email
• Old email may remain valid for a period
• Update all associated services

Managing Agencies

View and switch between agencies:

1. Go to Settings page (click avatar)
2. Navigate to Agencies tab
3. View all agencies you belong to
4. Switch between agencies if you're a member of multiple

Data and Privacy

Data Export

Request a copy of your data:

• Contact support for data export
• Include specific data types needed
• Exports provided in standard formats
• May take time to process

Account Deletion

Deleting your account:

• Contact support to initiate deletion
• Review data retention policies
• Understand what data is deleted
• Consider backing up important data first

Warning: Account deletion is permanent and cannot be undone.

Settings Best Practices

1. Keep Information Updated: Regularly review and update agency details
2. Secure Your Account: Use strong passwords and enable 2FA
3. Configure Notifications: Set up notifications for important events
4. Review Team Access: Regularly audit team member access
5. Monitor Subscription: Keep track of plan limits and usage
6. Backup Important Data: Export data periodically if needed

Troubleshooting

Settings Not Saving

Issue: Changes to settings don't persist

Solutions:

• Wait for auto-save (some settings auto-save)
• Click "Save Changes" button if available
• Refresh page and try again
• Check for error messages
• Verify you have permission to change settings

Cannot Access Settings

Issue: Settings page doesn't load or is inaccessible

Solutions:

• Verify you're signed in
• Check your account has Admin role (for agency settings)
• Try different browser
• Clear browser cache
• Contact support if issue persists

Notification Emails Not Received

Issue: Not receiving notification emails

Solutions:

• Check notification settings are enabled
• Verify you're selected as a recipient
• Check spam/junk folder
• Verify email address is correct
• Test with a different email address

Subscription Issues

Issue: Problems with subscription or billing

Solutions:

• Check subscription status in settings
• Verify payment method is valid
• Contact billing support
• Review plan limits and usage
• Check for billing emails

Settings Organization

Settings are organized into sections:

• Agency Details: Basic agency information
• Notifications: Email notification preferences
• Manage Access: Team member management
• Manage Zapier: Integration setup
• Account Settings: Personal account settings (via profile menu)
• Subscription: Billing and plan management (via profile menu)

Next Steps

After configuring settings:

• Review all settings periodically
• Update information as needed
• Train team members on relevant settings
• Set up integrations if needed
• Configure notifications for your workflow

For more information, see:

• Managing Your Team
• Creating Access Links