Infloww provides an intuitive way for agencies to collaborate seamlessly with other agencies by utilizing the "Add Account" feature. 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, 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 be attached to Agency B, but it must be separate from their current account.
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 employees'email, as employees 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 client.
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.