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All about Agency account

Ivanna
Ivanna
  • Updated

 

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.

 

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: 

Знімок екрана 2024-04-08 о 11.32.06.png

 

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. 

 

Section "Users"

Знімок екрана 2024-04-08 о 11.35.27.png

 

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".

 

If you click on Customer invoices section you will be able to see the invoice history of the users. You can take a look at the receipt and invoice. 

 

If you click on API section you will be redirected to Stape API: you can easily access data in a structured format.

 

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