How to convert a Standard account to Agency account

What happens when you convert your account

• A new Agency login is created. It's your email with +agency added before the @. For example, youremail+agency@example.com. The password stays the same as your Standard account.
• Your Standard account stays as it is. You can still sign in to it with your original email and password. The account and its products are automatically added under the new Agency account.
• From then on, you choose which one to sign in to:
  • Standard account - your original email and password.
  • Agency account - the new email+agency login and the same password.

How to convert an account

1. In the top right corner, click your profile and select Account settings.

2. In the top right corner, click the three dots and select Convert to Agency.

3. Read the pop-up that appears. It shows your new Agency login (your email+agency) and confirms the password is the same as before.

4. Click Create to finish.

Your Agency account is ready, and you can start adding clients to it. For more information on how to use an Agency account on Stape see Agency account overview.