Collaborating with other agencies

Add/switch account feature

If your agency works with another agency—whether to manage the same Creator or share employees—you can link accounts using Infloww’s Add/switch account feature.

This lets one employee log into multiple agencies and switch between them easily.

This is particularly beneficial for agencies that:

Manage creators jointly
Provide staffing support to other agencies
Operate across multiple agency entities

This step-by-step guide will walk you through setting up and sharing access between agencies.

Collaborating with other agencies using "Add/switch account"

Step 1: Add Agency B's email as an employee

To start collaborating:

For clarification purposes, let's assume your agency is called Agency A.
Go to the Manage Employees page within your Infloww account (Agency A)
Add Agency B's email address as an employee.

Note: The Add/switch account feature requires the new employee's email to not be in use by any other agency, as we only allow one email per account. Which means that the email used for employee from Agency B should be different from the one they use for Agency A to be added.

Step 2: Assign the employee to the Creator you want to share

After successfully adding Agency B's email as an employee within Infloww, assign this employee to the Creator(s) you wish to share.

Step 3: Create a new employee role

Next, within Infloww, create a new employee role via the Role Settings page and decide what level of access to give Agency B.

Do you want them to be able to add new employees or Creators to your agency? Make sure that the employee's access aligns with the terms of the collaboration.

If an employee from Agency B needs to add employees to Agency A, there are two options:

Agency A can add the employee's email as an employee within their Infloww account.
Alternatively, Agency A can grant the new employee from Agency B the necessary permissions to add employees, depending on the collaboration's specific requirements.

By following these steps, agencies can easily collaborate and share Infloww accounts, streamlining communication and project management.

Step 4: Agency B adds their new account

Afterward, the employee from Agency B needs to add their new account to their Infloww Agency CRM account.

To add an account

Click on the dropdown menu next to the username located in the top-right corner of the navigation bar
Select Add / Switch Account
Select Add New Account.
Log in with the new employee credentials.

After signing in with the new credentials:

The account is automatically saved on the current device.
The employee is immediately switched to their new Agency A account.
The employee can switch between their Agency A and Agency B accounts without logging in each time.

From the Add / Switch Account menu, employees can also:

View all saved accounts
Switch between accounts
Add another account
Open an account in a standalone window
Remove an account from the current device

Switching between accounts

Employees can switch to any saved account without re-entering their credentials.

The first time they switch accounts, they will see a confirmation explaining that standalone Message Pro and Basic windows from the previous account will close. They can choose not to show this confirmation again.

If an account displays Login required, its session has expired or is no longer valid. The employee can select the account and authenticate again. The email address will be pre-filled, but they must enter their password.

Opening accounts in separate windows

Employees can open different agency accounts in separate standalone windows. This allows them to work with Agency A and Agency B at the same time.

Each account is limited to one standalone window. If a window for that account is already open, selecting New Window brings the existing window to the front.

FAQs

Question	Answer
Why is my account showing "Login required"?	The account's authentication session has expired or is no longer valid. Sign in again using the pre-filled email address.
Why can't I add my account?	The account is already saved on the device. Instead of creating a duplicate, Infloww prompts the user to switch to the existing account.
Why did clicking "New Window" not open another window?	Each account can only have one standalone window. If one already exists, Infloww brings that window to the front instead of opening another.
Why did my Message Pro and Basic windows close after switching accounts?	Switching accounts automatically closes standalone Message Pro and Basic windows belonging to the previously active account.
What happens when I restart Infloww?	Automatically opens the most recently used account with a valid session. If all saved accounts require authentication, the login page opens for the most recently used account instead.
Will deleting an account log me out everywhere?	No. Removing an account only removes it from the current device and signs it out on the current device.
Will my saved accounts appear on another computer?	No. Saved accounts are stored locally on each device and aren't synchronized.
Who can use Switch account?	The feature is enabled by default for all users. No additional role permission or configuration by agency owners is required.
Will the Intercom support messenger switch when I change accounts?	Yes. The Intercom support messenger automatically switches to the corresponding agency when users switch accounts.
Will signing into the same account on another device log me out?	No. Logging into the same account from another device does not automatically sign users out of their existing sessions.
Why is my email auto-filled but not my password?	Passwords are no longer auto-filled when signing in. This is expected behavior and was intentionally disabled for security reasons.

What's next?

Learn to discover other creators
Get familiar with role permissions