Invite or open client accounts
agency
clients
linking
Under Clients in the agency workspace, you manage your links with the brands you run ads for. Invite brands that already have an account. For brands that don't have one yet, you can open an account as the agency.
Invite an advertiser
- From Invite an advertiser, send a request to the email address of the brand's contact
- The contact follows the link in the email, chooses which brand account to link, and presses Link or Decline
- Requests waiting for an answer appear under Invitations awaiting reply, where you can withdraw them
Open a client account
From Open a client account, enter the brand name to create the account. The agency staff member who creates it becomes a member of that account.
What you can do once linked
- Open Campaigns from the client list to work in the ad management screens as the client. The top of the screen shows "Working in (client) for (agency)"
- In the client's account you can work on campaigns, creatives (the client's creative library) and private deals (agreeing to offers and setting the campaign for a deal)
- The list shows the number of campaigns, how many are awaiting client, in review and approved, and who is invoiced
- For clients linked by invitation, changing billing, linking ad accounts, and managing members and account settings are done by the client
End a link
Use End link in the list to end it. The client can also end the link from their side.
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Published: 2026-09-27
Updated: 2026-09-27
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