Prerequisites
To add clients under the agency you need:
Access to the agency module in Catacloud
Access to the clients you want to add
The client must not already be under another agency (see below)
Doesn't your company have the agency module activated yet? Contact [email protected] and we'll help you set this up.
How to add a client
Go to the Agency module in Catacloud.
Select Agency clients.
Click Add client to agency and search for the company you want to add.
Confirm your choice.
The client then appears in the list under Agency → Agency clients. What the columns mean, and how to filter and export the list, is described in Agency clients – overview, filtering and exporting the client list.
Putting the client under the agency when you create it
If you are creating a brand-new company, you can put it under the agency agreement in the same step: select New company in the menu in the top right and turn on Add client under agency agreement before you click Create company. See How do I create a new company (new client) in Catacloud?
Important: If you forget to turn on "Add client under agency agreement", the company is created as a standalone company with no link to the agency. Add it afterwards with Add client to agency as described above.
"This company is already part of another agency"
A company can only be under one agency at a time. If it is already under another agency, saving stops with this message. This often happens when the company was created while you were logged in to a different agency than you intended.
How to move the client:
Switch to the agency the client is currently under (the menu in the top right corner).
Go to Agency → Agency clients, find the client and click the cross (Remove client from agency) at the far right of the row.
Switch to the agency the client should be under, and add it with Add client to agency as described above.
You must be an administrator in both agencies. If you don't know which agency the client is under, or you don't have access to it, contact support and we'll move it for you.
Managing access for agency members
Once the client has been added, you can decide which agency members should have access to that company – and at what level.
You do this under Agency → Access control. The steps and the access levels are described in Giving employees access to clients in the agency.
For a detailed walkthrough of how to grant access via an access group, see the article Access control and user permissions in Catacloud.
Need help?
If the agency module isn't available for your company, or you run into problems, contact us at [email protected].