Give your agency access to a client's account

For the shop owner

1. In Wrapstart, go to Settings, then Team.
2. Click Invite Member.
3. Enter your agency contact's email address.
4. Under Role, choose Marketing. This role can build lead forms, run campaigns and automations, and see customers and reports. It can't see quotes, invoices, billing or settings.
5. Click Send Invite.

Want the agency to connect Facebook and Instagram too? In the same Roles & Permissions page, give the Marketing role Edit on Integrations. Changing a role only changes it for your shop.

For the agency

1. Open the email titled "[Owner] invited you to join [Shop] on Wrapstart".
2. Click Accept Invitation.
3. Sign in, or create a Wrapstart login with the same email address the invite was sent to. A different email won't work.
4. You land in the shop's account. Click your name in the top-right corner to see which shop you're in and your role.

The invite expires on the date shown in the email. If it runs out, ask the owner to send a new one.