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.

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.

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 or EUR (depending on your billing country). Select if your clients are spread across the rest of the world.

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 to you agency account.

  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. You can pay for your clients' subscriptions through your Agency account via Consolidated Invoicing. Alternatively, the client can pay for their subscriptions themselves. If you manage your client's sub-account under your Agency email (that is, the client doesn't have access to this sub-account), you can generate a payment link for them to pay without logging in to the account.

You can add your teammates in Agency settings. They'll get access to your Agency account with few restrictions.

For more information see How to manage team members.

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.

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.

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 or generate a payment link.
• Export the list as CSV.
• Create an account for your client.

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.

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.

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.

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.

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

• Helpdesk – 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.
• Request feature – here you can request new features and improvements for Stape.
• Contact support – the button opens the request form to contact support.

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

• Your email – shows which account you're currently signed into. Click it to switch to another account you've previously logged into on this device, or add a new one. See How to switch between accounts below.
• 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

You can stay signed in to more than one Stape account at the same time and switch between them without logging out and back in. This works the same way regardless of location (EU or Global) and how you sign in. Every account you switch between stays fully independent.

Click your profile picture to see a list of every account you've previously logged into on this device. If you only have one account, you'll see a single Add account button until you add a second one.

Click any account, and you're switched into that account and land on its dashboard immediately – no need to re-enter credentials.

If an account's login session has expired, it's shown in the list with an Expired label. For the label to disappear:

1. 1.
   Click the expired account to be taken to the login page for that account.
2. 2.
   Until you log back in, that account is removed from the list.
3. 3.
   Once you log back in successfully, the account reappears in the same spot.

How to add a new account

1. 1.
   Click Add account.
2. 2.
   You're redirected to the login page. Enter the credentials for the account you want to add, or click Sign up to create a brand-new account instead.
3. 3.
   Once you log in (or finish signing up), the new account is added to your list and you're switched into it right away.

Switching between EU and Global

If you've previously logged into accounts in both regions, you'll see a region badge (EU or Global) next to your email in the profile header, and a Switch to EU / Switch to Global button in the accounts list. Clicking it takes you to the other region's account.