Want to give another Sleeknote user access to your account? Add them as a Agency user, so they get access to your account and manage your campaigns without sharing the same account with you.
It’s ideal if an agency or contractor with their own account is designing or managing your campaigns on your behalf. 🤓
Here’s how to add a Agency user:
1. Log in to your Sleeknote Dashboard.
2. Go to the "Settings" page from the left-hand menu.
3. Enter the user’s email address associated with their Sleeknote account under the “Agency User” section and click “Assign agency User”.
⚠️ Important: The email address you enter here must be associated with an existing Sleeknote account. If you’re giving Agency user access to someone who doesn’t have an account yet, simply ask them to start a free trial here.
If the user exists in our system, they’ll now be able to use their own login credentials to access your account.
Agency users can easily switch between their personal account and accessed accounts using the “Switch” option at the bottom of their Dashboard:
💭 Note: Agency users can use all the features in your Sleeknote account, but they don’t have access to certain account settings, such as changing your pricing plan, updating billing information, or downloading invoices.