Articles tagged: agency

Agency What is the Agency Platform

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.

Agency Managing client accounts

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.

Agency Managing your agency team

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.

Agency Running bulk operations across clients

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.