Onboarding Guide

Welcome to AgencyAccess! This guide will walk you through the initial setup process to get your account ready for creating access links and managing client accounts.

Overview

The onboarding process helps you:

• Understand how AgencyAccess works
• Connect your social media and advertising accounts
• Set up your branding (if on a premium plan)
• Create your first access link

Onboarding Stages

The onboarding process consists of several stages that you can complete at your own pace. You can access the onboarding guide at any time from the bottom-right corner of your dashboard.

Stage 1: Watch the Overview Video

The first stage introduces you to AgencyAccess through a short video that explains the platform's core features and how it works.

Goal: Watch the video to completion

Steps:

1. The onboarding guide will automatically appear when you first log in
2. Click on the "Watch this short overview video" section
3. The video will play in an embedded player
4. Once you've watched the video, you can mark this stage as complete

Note: You can skip this stage and return to it later if needed.

Stage 2: Link Your Accounts

Before you can request access to client accounts, you need to connect your own accounts to AgencyAccess. This allows the platform to manage OAuth flows on your behalf.

Goal: Link at least one account

Steps:

1. Navigate to the Accounts tab in your dashboard (or click the link provided in the onboarding guide)
2. Browse the list of available platforms (Google, Meta, TikTok, LinkedIn, etc.)
3. Find an account you want to link and click "Link Account"
4. Complete the OAuth process:

• You'll be redirected to the platform's authorization page
• Sign in with your credentials
• Grant the requested permissions
• You'll be redirected back to AgencyAccess

1. Repeat this process for each account you want to link

Important Notes:

• You can link multiple accounts of the same type (e.g., multiple Google accounts)
• Some platforms require specific permissions or partner status (e.g., HubSpot requires partner access)
• Your account connection limit depends on your subscription plan
• You can refresh or unlink accounts at any time from the Accounts page

Supported Platforms:

• Google (Ads, Ads MCC, Analytics, Search Console, Tag Manager, Merchant Center, Business Profile, YouTube Studio, DV360)
• Meta (Ads, Pages, Product Catalog, Instagram, Pixels)
• TikTok (Ads)
• LinkedIn (Ads, Company Page)
• Twitter (Ads, Delegate Account)
• Pinterest (Ads)
• Microsoft (Ads, Clarity)
• Amazon (Ads)
• Snapchat (Ads, Business)
• Shopify (Store Collaborator)
• HubSpot (Partner)
• Klaviyo (Account)
• Mailchimp (Dashboard)
• WordPress (Site)
• Lightspeed (C-Series)
• Channable (Dashboard)
• Cookiebot
• ProfitMetrics (Partner)

Stage 3: Customize Your Branding

If you're on a Starter plan or higher, you can customize how your access links appear to clients. Logo upload is available on Starter+, while full branding customization (colors, themes, wording) requires Premium or Agency plan.

Goal: Change the default branding

Steps:

1. Navigate to the Branding tab in your dashboard
2. Select a color that best fits your brand (this will be used for buttons and inputs)
3. Choose between light or dark theme
4. Upload your company logo (optional, Starter plan required)
5. Set a display name if you want to show a different name than your agency name
6. Customize wording and messaging (optional)
7. Click "Save Changes" to apply your branding

Note: Branding changes apply to all past and future invite links. You can preview how your branding will look before saving.

Stage 3: Preview Your Invite (Optional)

After linking accounts, you can preview how your invitation will look to clients:

1. Navigate to Dashboard → Onboarding → Preview
2. See a live preview of your invitation page
3. Customize branding (if on a premium plan) to see changes in real-time
4. Review how clients will experience the access grant process

Note: This stage is optional but recommended to ensure your branding and messaging are correct.

Stage 4: Create Your First Link

Once you've connected accounts and optionally set up branding, you're ready to create your first access link to send to a client.

Goal: Create a link

Steps:

1. Navigate to the Dashboard tab
2. Click the "Create Link" button (or use the quick action in the header)
3. Fill out the invitation form:

• Select or create a client
• Choose which accounts/services you want access to
• Optionally include an intake form
• Add a thank you message
• Set a redirect URL (optional)
• Optionally enable "Retain tokens" (advanced feature - retains access tokens for 30 days)

1. Choose whether to send an email invitation immediately
2. Click "Create Link"

Important: Make sure you've linked the accounts you're requesting access to in the Accounts tab before creating the link.

Completing Onboarding

Once you've completed all stages (or at least the essential ones), you can mark onboarding as complete. The onboarding guide will no longer appear automatically, but you can always access it again if needed.

To complete onboarding:

1. Complete all available stages
2. Click "Complete" on the final stage
3. The onboarding guide will close and won't appear automatically again

To reopen the onboarding guide:

• Go to Dashboard → Settings → General
• Toggle "Display onboarding guide" to ON
• The guide will appear again on your dashboard

Common Questions

Q: Can I skip stages?

A: Yes, you can skip stages and return to them later. However, some stages (like linking accounts) are required before you can create access links.

Q: What if I can't connect an account?

A: Check that you have the necessary permissions on the platform. Some platforms require partner status or specific account types. Contact support if you continue to have issues.

Q: Do I need to complete all stages before using AgencyAccess?

A: No, you can start creating links as soon as you've linked at least one account. The other stages are optional but recommended.

Q: Can I change my branding later?

A: Yes, you can update your branding at any time from the Branding page. Changes will apply to all links going forward.

Next Steps

After completing onboarding:

1. Review your account settings
2. Set up your intake form (if needed)
3. Create your first client
4. Send your first access link
5. Explore advanced features like static links and API access

For more detailed information on each feature, see the other documentation articles.