Getting started as an Agency Partner
ProfilePilot Team | Sep 16, 2026 | 7 min read
Sign in to the agency portal, read the overview rollup, and use the header client switcher to work across managed clients.
Step 1: Accept your invite and sign in
- Open the invite email from your agency (or ProfilePilot if the sender domain is not verified yet).
- Accept the invite. Already-accepted invites with an existing membership redirect to the agency portal (`/dashboard/agency`) — you are not stuck on “Invite already accepted”.
- Sign in at your agency’s login URL when a custom domain is configured, or at profilepilotapp.com with the account that accepted the invite.
You need role Agency Admin or Agency Staff. Platform Admin is separate and not required for day-to-day partner work.
Step 2: Open the agency overview
After login, Agency Admin and Agency Staff land on `/dashboard/agency`.
The overview shows live rollups for your agency’s clients only:
- Client counts (active / suspended / onboarding)
- Open storefronts and additions in the period
- Reputation (new reviews, needs reply, red flags) and Social Inbox triage — honouring the same account-sync scope rules as client pages
- Wholesale billing estimate and last invoice snapshot
- Insights sessions / ads spend only for clients entitled to Insights (friendly empty when none are entitled)
Use the horizon control (MTD / 30d / 90d) to change the period. Figures are computed live — not invented demo metrics.
Step 3: Use the client switcher in the header
The client switcher lives only in the shared dashboard header (`AgencyClientSelector`).
- Open the switcher and pick a managed client organisation.
- The selection writes the shared org context used across Locations, Reputation, Posts, Reports, and Insights.
- Work in that client’s dashboard modules as usual.
- Switch back to another client from the same header control — do not expect a second switcher on `/dashboard/agency/clients` or other agency pages.
If a client is outside your client scope, it will not appear. Empty scope = all agency clients.
Quick Tasks
- ✓Accept your agency invite and sign in
- ✓Land on /dashboard/agency and pick a time horizon
- ✓Use the header client switcher — do not hunt for a second picker
- ✓Open Clients, Team, Branding, or Billing from the agency sidebar
Keep learning
See the latest guides, experiments, and rollouts.