Agency Dashboard

Designed to help agencies stay organized, make informed decisions, and deliver consistent results across all accounts.

Agency Settings

Setting Up Your Agency Wallet

Understanding the Billing Portal

Connect or Reset Stripe Integration for Rebilling Setup

Add and Remove Users in Your Workspace

Managing Subaccounts

Managing Sub-accounts

Set Up an Agency Snapshot for New Sub-Accounts with Default Features, Assistants, Rebilling & Admin Lock

Import Sub-Accounts and Install Custom Menu Link

Setting up Rebilling

Set up your Subaccount wallet

Change or Reset Your User Account Password in the Workspace or Sub-Account

Restrict a Subaccount

Why Can't My Client Set Up Their Wallet?