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Collaborating with other agencies

Learn how to use the "Add account" feature to share employee accounts across agencies

Written by Jen
Updated over 2 weeks ago

Add 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 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 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 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:

  1. Agency A can add the employee's email as an employee within their Infloww account.

  2. 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

  • Log in with the new employee credentials

  • After signing in with new credentials, the employee gains access to their new Agency A account through a second window.


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