4 articles in Agency
The Agency Platform lets you manage multiple client merchant accounts from one place. The agency dashboard at /agency/ gives you a portfolio overview, an attention queue, and links to every working area.
The Clients page at /agency/clients/ is where you add, view, and manage your client merchant accounts. Adding, removing, and managing clients requires the Account Manager role or above.
The Members page at /agency/members/ is where you view and manage your agency team. Inviting members, changing roles, and removing members requires the Admin role or above.
From /agency/bulk/ you can deploy an onboarding template or a rule library to multiple client accounts at once. Launching an operation requires the Account Manager role or above.