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Agency Account User Guide
Agency Account User Guide

Creating an agency account and managing clients

Michael Fatica avatar
Written by Michael Fatica
Updated over a week ago

If you have been invited to use MetaLocator under the Agency Program, you can setup your Agency Account and learn about the various options using this guide.  Be sure to review the program guidelines here.

You will receive a special link to create your Agency Account, notice the uuid in the URL:

The sign up screen will display Agency language as shown below:

Enter your organization name, master account email address and password to create your Agency Account.

Setting up your Agency Account

First, update the Agency Settings screen as shown below.  All fields are required.

Then provide billing information under Agency Billing Profile.  

Finally, create Clients by clicking Clients on the main navigation on the left.  Click New to create a new Client.  New Client accounts begin billing the day after the user account is established.  

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