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, i.e. 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.