What is the Account Manager?

The Account Manager helps agencies and business managers manage client accounts, grant cross-account permissions, and monitor performance from a single interface.

Why Use the Account Manager?

It eliminates the common setup hurdles and billing risks agencies face when managing client accounts:

Specifically, it addresses situations where:

• Complicated client onboarding: Clients often struggle to navigate standalone signup and account setup on their own.
• Unwanted billing liability: Creating client accounts under an agency’s master account forces the agency to absorb credit usage and payment responsibilities.

With the Account Manager, you can delegate setup and billing directly to clients via Billing Links while retaining full manager access.

Key Capabilities

• Master Account Overview: View Master ID, plan details, included usage, and managed spend by month.
• Account Access Column: Distinguish between accounts directly owned by your Master Account (Owner) and external accounts you manage via shared access (Manager).
• Delegated Setup via Billing Links: Send clients a Billing Link so they enter their own credentials and payment details during account setup.
• Access Panel: Manage pending, active, and removed cross-account access requests in one place.
• Performance Metrics: Review lead totals, ROI, and sales value across accounts.

Examples of How Businesses Use the Account Manager

• Agencies: Send Billing Links to new clients so they pay for their own accounts while your agency retains manager access.
• Franchises: Group accounts by industry and location to compare performance across regions.
• Account Administrators: Use the Access Panel to approve or revoke manager permissions as client rosters change.

Related Topics

• Manage Your Accounts and Performance Metrics
• Request and Manage Account Access
• Set Up Client Accounts and Billing