What is agency area

The agency area provides an opportunity to share access to other SendPulse accounts. It is opened at a user's request and is displayed on the side menu.

How it works

You send a request to access an account of another SendPulse user > the user provides you with the access > you can enter the account and perform the same actions as the account owner. In this case, you enter the account of other users directly from the agency area in your account. You do not need to know the login and password for the user’s account.

How to access the agency area

Agency area features are relevant for:

• marketing agencies that send marketing campaigns on their customers' behalf via SendPulse;
• marketing schools for shared access to their students' accounts.

To open the agency area in your account, apply to become a partner, and wait for a SendPulse representative to contact you.

You will also need to activate two-factor authentication to log in to customer accounts.

When you click Enable 2FA, you will be redirected to the Security tab in your Account settings. Move the toggle switch to the ON position. Choose how to get the code to log in to your account: via SMS or Google Authenticator.

How to send an account access request from the agency area

Open the agency area and click Invite a new user.

You can invite both registered SendPulse users and new users.

Inviting a registered sendPulse user

Enter the email address of a user you want to invite, and click Send an invitation.

An email will be sent to the user's email address requesting access to his/her SendPulse account.

Inviting a user that is not registered with SendPulse

Enter an email address of a user you want to invite, and click Send an invitation.

Fill in the additional fields and click Send an invitation again.

Pass the value of the Password field to the invited user. This is the password for his/her SendPulse account.

An email will be sent to the user's email address with a request to confirm registration and provide access to the account.

In the agency area, you can see a list of invited users. Also, there is a filter to search for an account by email address.

If a user confirms access to the account, you can see the balance and a pricing plan of this account.

To enter the user’s account from the list, click Login.

To transfer money from your balance to the balance of another account, click Top up, specify the amount, and click Add funds.

Users who do not confirm or revoke access to the account are displayed with the status "Awaiting confirmation."

To resubmit a request for access to an account, click Request again.

To cancel the request for access to an account, click Cancel. In this case, the user is removed from the list.

How to switch between accounts

If you logged in to a client's account through an agency account, click on the account icon in the upper right corner and select Return to agency account.

How to edit client data

To add a personalized client description, in the Agency area, select a client, and click Edit this description in the dropdown menu. Enter your description, and click Save. Your description will appear under the client's email address and name, and you can edit or delete it later. You can also filter clients by their descriptions.

You can also star certain clients to pin them to the top of your list. This feature is particularly useful for agencies with a large number of clients.

Hover over a client's avatar, and select the star icon. Alternatively, you can expand the dropdown menu and select Add to favorites. To remove a client from favorites, remove the star from their avatar, or select Remove from favorites from the dropdown menu.

How to remove a client from the agency

Go to the Agency area, select the client, and select Delete from the drop-down menu.

How to configure the level of agency access to a client account

Users who have granted access to their account through the agency area can also revoke or limit access.

This option is available only if you are logged in with a login and password to the client's account.

Go to the Account Settings > Users tab. In the drop-down menu, select Revoke access or Edit role.

When editing an agency’s access, you can select their role, mailing list access, and global account access level.Click Save.

Last Updated: 17.04.2024