Skip to main content
All CollectionsAgency Accounts
Agency Setup Guide
Agency Setup Guide

Follow these steps to configure your Agency account

Michael Fatica avatar
Written by Michael Fatica
Updated over 2 weeks ago

  1. Create a new Agency account at https://admin.metalocator.com/signup?uuid=1

    1. Provide our organization's public-facing name. E.g. "Agency Inc"

    2. Provide a primary contact email for the account owner. Other users can be invited once the account is created.

    3. Choose a secure password.

  2. Add a Payment Method

    1. Click Add Payment Method on the left navigation. All Client charges will be billed to this payment method.

  3. Invite Team Members

    1. Click the User Icon in the upper right toolbar and choose Invite Agency Users.

    2. Provide a name and email address and optional invitation message.

  4. Brand and configure your Agency account

    1. Click the User Icon in the upper right toolbar and choose Agency Settings.

    2. Provide your organization's full legal name

    3. Provide your organization's URL

    4. Provide a hostname for use in the vanity URL e.g. myagency

    5. Provide an email address for support requests.

    6. Upload a PNG logo for use in the upper left of the MetaLocator control panel

Related Articles
User Management
MetaLocator Data Management API Overview
Custom Export Formats
Lead Optimization Setup Guide
Creating and managing Clients
Did this answer your question?