If your digital marketing agency is a partner of Call Dynamics, you have the option to invite them to manage your account. This process links their account with yours for management only (not billing), much like you'd invite your marketing agency to manage your Google Adwords account.
This enables your digital marketing agency easy access to assist you in configuring and reporting on the data in your account.
To send an invite to your digital marketing agency, follow the steps below;
- Login to your Call Dynamics account
- Click on 'My Profile', then 'User access', and then select the 'Reseller' tab
- Press the 'Invite' button, and enter the primary email address that your digital marketing agency uses with Call Dynamics
- Finally, press the 'Invite' button to send the invitation.
Your digital marketing agency will receive an email that they need to press 'Accept' on, and once this is done the accounts will be linked.
Your digital marketing agency can then log in to Call Dynamics, and from their username selection box, choose 'Switch Accounts'. From there, the agency can select which account they'd like to login to manage.