How it works
We'll walk you through the steps to get setup with your own branded onboarding process.
1. Choose your access level
Choose the level of access you require from your client. AgencyAccess supports a wide range of roles. Give your client peace of mind by only requesting the access level you need.
2. Generate your custom link
Generate your very own custom link to send to your client. Customize your link with branding options and a branded subdomain (youragency.agencyaccess.co) to build trust with your clients.
3. Your client grants access
We use secure OAuth tech to allow your client to login to their account without the need for password sharing. Once logged in, your client can grant access to the requested services at the click of a button.
4. It's that simple
You're in! You'll receive a confirmation email informing you your client has granted you access to all the requested accounts.
FAQs
— Everything you need to know
