Agency account overview

An Agency account is designed for agencies and freelancers that manage Stape setups for multiple clients. The Agency account doesn't host containers itself, instead you connect your clients' Standard accounts to your Agency account. From there, you can log in to each client to set things up, monitor their containers, and pay for their subscriptions in one invoice.

What you can get with an Agency account:

• Simplified multi-client management
• Flexible billing options
• Team access and collaboration
• Useful agency resources
• A path to the Stape partner program

A few important things to know:

• An Agency account doesn't host its own containers or gateways. Containers and gateways live on your clients' accounts (sub accounts). Your Agency account manages all sub accounts and their products from one dashboard.
• An Agency account doesn't earn commission. If you want a share of revenue for the clients you bring to Stape, you need a Partner account.
• You can enroll into a Partner program from your Agency account. Once you reach 5 paid products or $50 monthly referral value across your clients, you can apply for the Partner program.

Getting an Agency account

There are two ways to get an Agency account:

• Sign up as an agency from the start. Select the Agency option during sign-up. For more information see How to sign up as an Agency.
• Convert an existing Standard account. If you already have a Standard account, you can switch it to an Agency account from your account settings. This way your containers and gateways are kept in the Standard account, and the Standard account is automatically included in the new Agency account. For more information see How to convert a Standard account to Agency account.

EU vs Global

When signing-up, you have to choose your location, and it can't be changed later. Location affects where billing is handled, so make sure to pick the one that fits your client base. 

• EU (Stape Europe) – invoicing in EUR, GDPR-aligned data handling. Select if you have clients based in the EU, or if you have clients that require the GDPR-aligned data handling. For more information see Payment country restrictions on Stape Europe.
• Global – invoicing in USD. Select if your clients are spread across the rest of the world.

Notes: 

• If you have clients in both locations, you need to have two separate Agency accounts – one in each location. You can use the same email for both accounts. You can also contact Stape to get a universal link that will allow your clients to select the location that they want.
• In case you want to enroll into the Partner program, you need to apply for both accounts separately. For more information see Partner account overview. 
• If you've created your Agency account by converting an existing Standard account, it will inherit that Standard account's location.

Adding clients

How you add a client depends on whether they already have a Stape account:

• Your client already has a Stape account. You can add them as an existing Stape user. From your dashboard, send them an invite to the email on their account. Once they accept, their account joins your Agency account and shows up in your users list.
• Your client doesn't have a Stape account yet. You have two options:
  • Create a sub account for them. From your dashboard, create the account on their behalf. You set the email, password, and the new account is added to your Agency account right away.
  • Share your referral link. Send your client the agency's referral link. When they sign up through it, their new account is added to your Agency account automatically.

For more information see How to add clients.

Managing clients

Once a client is in your Agency account, there are two main things you can do:

• Access their account. Request access from your Agency account, and the client approves it from a notification on their side. Once you have it, you can use "Log in as user" from the Users page to open their account, so you can create containers, change settings, or troubleshoot on their behalf.

• Manage their billing. Through Consolidated Invoicing you can pay for your clients' subscriptions. For more information see Consolidated invoicing for Agency and Partner accounts.

Team members

If you have teammates, you can add them in Agency settings. They'll get access to your Agency account with few restrictions.

For more information see How to manage team members.

Becoming a Partner

When your Agency account grows to 5 paid products or $50 monthly referral value, you become eligible for the Stape Partner program. Partners can:

• Earn up to 40% lifetime recurring commission
• Get dedicated support + co-marketing opportunities
• Get early access to tools and templates

For more information see Partner account overview.

Navigating the account

Dashboard

This is the summary of your Agency account - helpful articles, list of clients, support contacts, and your referral link. Here you can also create and link clients.

Users

This is the full list of your clients (sub accounts). You can:

• Search and filter by the plan type, server locations and container status.
• See detailed information about the client's containers and gateways.
• Request access to the users' account and log in as a user to help with setup.
• Export the list as CSV.
• Create an account for your client.

Partner program

Here you can apply to upgrade from Agency to Partner account and start earning commission.

For more information read How to become a Stape partner.

Billing

Here you can find your Agency accounts' billing details, accounts, and invoices. Also, you can add selected sub accounts under your billing. For more information see Consolidated invoicing for Agency and Partner accounts.

Agency settings

This is your agency's profile:

• Company info – here you can enter your information such as name, country, address, etc. You can also add your logo.
• Team & Access – here you can add your team members so they could also work with sub accounts. For more information read How to manage team members.

Resources

Here you can find sales decks, presentation materials, and referral tools that you can check and use. The same area also has your referral link.

Support center

Click the question mark, and it'll open you a menu with:

• Help desk – you can read the documentation about Stape and its products, also frequently asked questions are answered here.
• Community – a public forum for server-side tracking discussions. Questions are answered by both Stape staff and other server-side tracking experts in the community.
• Status page – shows the health of Stape's services. Check it first if something that was working suddenly stops.
• Contact support – the button opens the request form to contact support.

Account menu

Click your account name in the top right corner to access the personal account settings:

• Account settings – allows you to: 
  • Edit your password, email, and personal info
  • Set up two-factor authentication
  • Review your activity history
  • Delete your account
• Stape Academy – a free online training platform dedicated to server-side Google Tag Manager and tracking. It offers video modules and short quizzes designed for marketers and analysts to master tracking setups without touching backend code, and provides an official certification upon completion.