Managing Agency Relationships in Your Account

Last updated: October 30, 2025

If you need to share your company’s data with another firm (such as a marketing agency or partner), you can easily do this through your account settings. This feature allows other approved firms to view and access specific information securely.

How to Add a New Agency Relationship

  1. From your main dashboard, navigate to Manage Office → Company Settings.

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  2. In the Company Settings menu, select the Agency Relationships tab.

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  3. Click New Relationship and search for the name of the agency you’d like to connect with.

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  4. Once added, you’ll see the new agency listed under Active Relationships. Both your company and the agency will now have access to the shared data as configured.

Notes and Troubleshooting

  • You may notice minor redirect issues when setting up or viewing relationships. These do not affect functionality but can be smoothed out in future updates.

  • Agencies can manage their own connections using the same steps.

  • Ensure you only grant access to trusted partners — this setting allows them to view and work with your shared data.