Agencies and client accounts

Let an agency work on your account

1. Go to Settings > Agencies and click Invite agency.
2. Choose Connect with agency by partner ID if the agency gave you its ID, or Invite agency by email and fill in the agency's details.
3. Click Send invitation.

When the agency accepts, it can work on your account. The Agencies page lists each agency with its Name, Public ID, Active from date and Status: Pending, Accepted or Declined. In the Actions menu, Cancel invitation withdraws a pending invitation and Remove takes an agency off your account. Use Search agencies to find one.

You need the Owner or Admin role to invite agencies.

For agencies: manage your clients

Agency accounts are set up by our team. Book a meeting if you are an agency and want to work with Scratcher.

With an agency account, you get Clients in the top bar, with all your client accounts and their plan, views and active campaigns.

• Add new client creates a new account for a client, with its own brand, campaigns and results.
• Invite new client invites a business that already uses Scratcher.
• Each client's menu has Go to account, Edit contact information, Billing, Transfer ownership, Revoke access and Delete account.

Switch between your clients with Current workspace in the account menu.

Hand an account over to the client

When a client is ready to take over, use Transfer ownership on a client account you created, and choose the user who should be the new owner.

Refer clients

Under Invite new referral, agencies get their own referral link. Businesses that sign up with it are listed under Referrals. Click Confirm to add them to your client list.

Invitations from businesses

When a business invites your agency from its own account, it is listed under Clients > Invitations with the plan and the date. Click Confirm to accept, and the business is added to your clients.

Agency screens at a glance

• The Clients list shows each client's Customer type, Subscription value, Active campaigns, Views and Interactions. Filter with By status: All, Trial or Paid, and search with Type to search….
• Add new client opens Create account: the Company name, Website, Industry, Country, Upload logo, the Contact person name and Contact person email, and Use custom plan. Click Create account.
• Edit contact information opens Update account.
• Transfer ownership: choose the new owner under Change owner.
• Invite client: invite a business that already uses Scratcher.