Adding a New Account to Agency

Prerequisites

• You must have an agency account in CustomerLabs. (Agency Lite or Agency Premium)
• You should admin access to the agency account

Adding a New Account to Agency

1. Open your browser and navigate to CustomerLabs website.
2. Click on the “Log In” button in the top-right corner of the page.

Tip

Alternatively, you can directly go to app.customerlabs.com to log in to your account.

3. Enter your email and password and click Sign In or you can use “Sign in with Google” to login to your account.

4. You will be redirected to the Account Console in CustomerLabs. Go to “Agency Accounts” tab.

5. Click on the “Add Account” button to create a new account.

6. Enter the business information such as Company Name, Website URL, etc. and Click Next.

7. Choose the time zone and your required server location. Click Start Free Trial.

8. The new account will be added as an individual account and will be under 14-day trial period.
9. To link this account to the agency account, go to “Agency Accounts” tab in Account console and click on the “Settings” icon.

10. Click the “Invitations” section and Copy the Invitation Code.

11. Go back to account console, Click on Individual Accounts tab and click on the Account ID of the new account.

12. Click on the Settings icon in left bottom and Go to “Plan & Usage” section. Click on the “Link to Agency Account”.

13. Paste the invitation code and click “Link”.

14. Go back to the Agency Settings and Invitations section.

15. Accept the invitation to link the account to the agency.

16. The new account will be linked to the agency account and billing will be done to the agency account.