Getting Started on the Agency Platform

Welcome to the myPresences Agency platform.

This article helps you get started with your agency account so that you are ready to add your clients.

1. Your agency account

Your account details are available from the top right dropdown menu under Account .

When you created your agency trial you will have added a business.  Most often this is your own business or a client you are testing the platform for.

By default, we name your account to be the same as the first business you added and this name appears at the top of your account page.

You can change this by clicking on the account name and typing a new one.

Change account name

You can manage all details of your account from the Account page.

2. Create roles for your team and clients

When your team members and clients access the platform you will want to control what they can access.

For team members you may only want to restrict access to the Account page but you should restrict access to any areas they do not need to access.

You should also setup client roles that can be used by your clients, again you should create roles that only include the areas they need to access.

Creating user roles

3. Invite your team

Add members of your team to your myPresences account.  Your team can help manage your clients accounts.

Team members can be setup to access the client businesses that they work with.

Add a user to my account

4. Set your agency details

Here you can set information about your agency that will appear on reports in the report header.

This information is available on your Account page under whitelabel -> business.

Here you can set:

• Your agency logo
• Name
• Address
• Phone Number
• Email Address
• Website
• Tagline
• Description
• Social Profiles

If you do not set any of these values they will not appear on your reports.

5. Setup your email settings

Emails are sent from the platform on your clients behalf when you use the Review Generation features.

Emails sent from the platform will come from info@mypresences.com by default and will be sent from myPresences email servers.

You can override these email settings so that emails come from your own from address (or you can setup each of your clients with their own email from addresses).

You can also override the SMTP email settings so that the emails are sent via your own email server.

If you want to completely white label your emails you should override the From Address and the SMTP Settings.

6. Use your own Text\SMS number

If your clients are sending Text\SMS messages as part of their campaigns messages will come from a US based default number.

These messages are sent via twilio .

You can create your own account and enter your account credentials if you are:

• sending a large number of messages
• you want to use a custom phone number
• you want to use a phone number from a different country

7. White label the platform

This allows you to run myPresences on your own domain or subdomain, and change the complete look and feel for your clients.

See:

White Labelling

8. Create custom reports

Optional This is only required if you want to send custom reports to your clients.

Once a client is being managed by myPresences we will automatically start to manage each business's presences online and let you know everything that is happening across all its presences.

To be able to report this information to your clients you can either use the default reports for each client or customise the information that is reported to each client.

To set your reporting preferences go to your Account and go to the Report Profiles tab.

You can also:

1. Change the report header banner.  To use a head banner using your agencies branding.
2. Set a report disclaimer. This appears at the end of reports to indicate your disclaimer for the data provided.
3. Set a default report profile. This will be the report profile that appear by default in reports.

See:

Creating Custom Reports

9. Start adding your clients

Once these steps are complete you are ready to add your clients.

See:

Managing your agency clients