AgencyAccess

What it does

AgencyAccess provides marketing agencies a single, branded onboarding flow that guides clients through native permission and OAuth dialogs for ad, analytics and commerce platforms while capturing intake details. Single branded onboarding link Create a single agency-branded invite that sequences the native permission flows for multiple platforms. Agencies send one link that walks clients through connecting accounts such as Google Ads, GA4, Meta/Meta Ads, Shopify and others in a single guided session instead of platform-by-platform instructions. Intake form and white-labeling Add agency logo, colors, custom copy and optional intake questions (budget, goals, URLs) to the onboarding flow. You can present the process under the agency’s brand, use custom subdomains and collect contextual client answers while permissions are granted. Access dashboard and onboarding templates A central dashboard lists clients, shows connected accounts and highlights missing permissions. Agencies can create reusable onboarding templates for common platform/permission sets to speed repeatable onboarding and reduce manual tracking. Integrations and automations AgencyAccess supports Zapier triggers and connects onboarding completion to downstream workflows such as CRM records, project creation or team notifications. The site lists direct support for many platforms and uses Zapier to automate internal handoffs after access is granted. Security model and platform limitations Connections are made via official platform APIs and AgencyAccess states it does not store client usernames or passwords. Because the product relies on platform permission models and APIs, some setups require platform-specific steps (for example domain additions in Google) and permissions remain managed in the native platforms until revoked.