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Once in the Agency Panel, the panel will show a list of tabs. Once you click on the View Accounts tab, you will see the following fields for each account.

 

Ver.Console version
Trial

If checked with , this is a trial account

Res. Agency Account,  client account, sub-reseller account
Supp.type of support  email,  none,   email + phone support
Logo, if present the MailUp logo is shown
Renewalsubscription renewal date/expiration date
Kb/splatform speed

Managing Accounts from the Agency Panel

If you click on the action button on the right of the Account...

....you will see three options

Account Info

Here you can see and edit information associated with the Account: both the Agency info and the Client info.

Client Account Information Tab:

  • To Create a "Nickname" for the client: In the View Accounts page, you will see all accounts named for the Agency, not the client. If you want to differentiate each account with a client name, be sure to go to the Client account information tab and insert the client's name under "Company" field. This name will then show up in the Agency Panel next to the Agency name under the View Accounts tab.

Note: Scrolling down on the client info page, the client's order info is currently being developed to allow automatic import from of client billing details from our ecommerce system.

 

Agency Info and Billing info Tabs:

These tabs show information automatically updated by our client management system. They are not editable.

Email Tab:

Here you can email your client directly using our email system. You will need to first enter the client's email info by selecting "(other...)" from the dropdown "Customer Email" and entering the client's email in the "Other address" field.

Edit Users

This tab allows you to edit the User(s) info and set permissions.

Login

Here you can log in to the client's MailUp console directly without account ID or password.

 

Agency Account vs. Client Account

The Agency account (indicated by the icon) is the Agency account that can be completely whitelabeled. The Sub-reseller account is a sub-reseller's account,

All other accounts: sub-reseller (), trial and full  ( and )  will be automatically whitelabeled with the Agency's info except for the No Logo: you must go into the preferences tab and erase the footer with the MailUp logo.

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