For agency owners and admins: companies, websites, users, roles, approvers and white-labelling in Accounts.
A tour of Accounts for agency owners and admins: the sidebar, company switcher, home page, and the company, website and agency pages.
Create a company for each client, start the website crawl, edit the company profile, and connect, move or remove its websites.
Invite people to a company, website, team or your agency, add existing accounts directly, and handle pending invitations and join requests.
The agency, company, website and team roles, how they combine, who can edit AI Memory, custom roles, and which role to give whom.
Group a company's people into teams and give the whole team a role on a website in one step.
Set the default reviewers, CC and message for each website in Accounts, so approval requests in the AI App are filled in for you.
Start the crawl of a client's website, review the pages it found and approve the result so the AI starts using it.
Put your agency's logo, colors, login page and email wording on everything your clients see, from the sign-in page to every email.
Connect a client's Facebook, Instagram, LinkedIn and Google Business pages, link them to a website, and reconnect accounts that expired.
Update your name and profile picture, change your password, and protect your account with two-factor codes, backup codes and passkeys.