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How to Invite an Account Manager

Todd Kivimaki avatar
Written by Todd Kivimaki
Updated this week

Account Managers have full access to an Agent account to place orders, manage media and access Invoices. Account managers will be able to sign into their account with their own credentials and then will be able to access to the Agent account.

Accessing via their credentials means the main Agent will not have to supply a PIN code to login, the Account Manager can simply have the PIN code sent to their contact to login!

To get started, from your account, select Settings

Once you've been redirected to the settings tab, head over to the Account Managers & Contact

Proceed to select Invite Account Manager

Once you click on Invite Account Manager, it will ask you to add their email address

The address you specified will receive an email with an invitation to sign up and manage your account!
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How the Account Manager will place an order on your behalf

Once the invitation has been sent out and accepted the Account manager will be able to login to their account and access your account.
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For them to be able to place an order on your behalf, they will need to log in to their own account

If you manage multiple agents, they will show in this menu - select on the agent you'll be creating an order for

A pop up box would appear asking you to access their account

Once you click on Access Account, this will allow the Account Manager access to your account

Done! You are now accessing the agents account.

You may place an order by clicking Order Now at the top of the page, or click on Listings to see past orders and media


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