How to add a client to your Agency account?

There are several options to add a client to your Agency account (and you can transfer ownership of a product at any moment):

Option 1. You can add a new client by clicking Create sub account. 

You will be able to create an account on Stape for the client. To create it, you can either:

• Use the client's existing email address.
• Or use the Agency's corporate email address in the format your_Agency_account_name+client_or_company_name@stape.io, for example myagency+myclient@stape.io).

Option 2. You can add an existing user by clicking Link existing account.

Please note that this option only allows to add accounts that were created less than 7 days ago and which are not linked to other affiliates. To add such a user to your Agency account, please enter client's login email and the name of one of the existing products to verify the request. 

Please make sure to use the product's correct name, that is, the one that you assigned when creating the product such as an sGTM container. See example below:

Option 3. You can add clients using your referral link:

Option 4. If for any reason you are unable to add a user who meets the requirements, you can write to support@stape.io, send us the user's email + container, and we will be able to add them manually. If you want to add a user who is no longer within the 7-day period, the only option is for the client to contact us at support@stape.io with a request to be added to your agency.

There are two regions in Stape's accounts:

EU

Select this option if your clients and their businesses are based in the European Union and require strict GDPR compliance.

• Account currency: EUR.
• Taxes are calculated according to EU regulations.

Global

Select this option if your clients and their businesses are located outside the European Union.

• Account currency: USD.
• Best suited for businesses that do not need to comply with EU GDPR rules.

Please keep in mind that accounts from a different branch cannot be added to an Agency account (i.e., you can't add clients from the EU to your Global Agency account, and vice versa).

This means that, if you work with both EU and Global clients, you will need two separate Agency accounts (one per region). This ensures proper data hosting and GDPR compliance. You can use the same email for both accounts. You can also contact Stape to get a universal link that will allow your users to select the region that they want.