With the help of an Agency account, you can easily create and manage accounts for your clients. The client is responsible for the billing - and you are responsible for getting them on Stape or helping with the setup. You don’t receive any commission yet.

According to our Partner program rules, the first level of the Partner program is for Agency accounts with more than 5 paid containers or $50 in monthly referral value.

Please find the information about the commission and how to become a Partner here: https://stape.io/blog/would-you-like-to-become-a-stape-partner

Useful links: 

• Sign up as an agency.
• Convert your current account to Agency account.
• How to add a client to your Agency account.

Agency account interface looks like this: 

You can add a client to your dashboard by clicking:
- "Create sub account" (you will write client's email + create account on Stape for them).
- "Add user" (to add the existing user on Stape to your dashboard).
- through a unique referral link. 

• How to add a client to your Agency account.

Section "Users"

The client will appear in your dashboard with all of the available information about his container. 
The client is responsible for the billing of the container. 

You can access the client's container by clicking: "Request access" or "Login as user".
You can filter the users by clicking: "With exceeded limit" or "With error containers".

Section "Invoices"

Here you can see the invoice history of the users. You can take a look at the receipt and invoice. 

Section "Partner program"

If you want to become a partner, please click on the “Partner program” section and complete the registration process.

Section "Agency settings"

The section has two features: "Agency info" and "Team & access"

Company info

Company info is created to help you keep your data in one place.

In the field “I’m applying as”, choose your status “Individual and Private Entrepreneur” or “Company”.

Team & Access

The Team & Access section is designed to share account access for your employees/team members. Now, as an account owner, you can add users with rights to the entire domain within your (one) account.

To add a new member, add the email in the “Team member email” field and click “Add team member”.

❗Note: Use emails not yet registered on Stape or accounts that don’t have containers or CAPIGs to grant access to. Otherwise, the email you share access with could lose access to GTM containers and/or CAPIGs.

Once you’ve granted access, the team member will receive an invitation in the email.

Notifications for sGTM containers

You can set up notifications about the container (e.g., receive a notification when the number of requests is about to end) in the “Account settings” section. Then click “Shared access”.

Next to the relevant user, click “Update settings.” On the following page, select the checkboxes beside the containers from which you want the user to receive notifications. Click “Save changes”.