Accessing Your Agency Sub-Account Dashboard
Once you're enrolled in the RB2B Agency Program, you can access your sub-account dashboard from the main RB2B dashboard. Look for the link in the left-hand menu, or go directly to: https://app.rb2b.com/subaccounts. Managing client accounts efficiently under your agency account ensures smooth collaboration and streamlined operations between your team and clients, providing a centralized structure for effective oversight.
Sub-Account Dashboard At-a-Glance
Your sub-account dashboard provides a centralized view of all sub-accounts under your agency’s management. Centralized management simplifies operational efficiency, enabling you to monitor client activity and optimize resource allocation effectively. For each sub-account, you'll see:
Account Name
Associated Domain(s)
Credit Usage: Displays the number of credits used out of the total available for the current billing cycle (e.g., 28/300).
Subscription Details: Includes the current plan and the next billing date.
Status Indicators: Shows the current status of the sub-account's subscription and tracking script.
Accessing a Sub-Account
To manage a sub-account, find it in your sub-account list and click the "Act As" button on the right side of the row. This allows you to enter the sub-account directly without logging out of your agency account.
To return to your agency dashboard, click the green "X" next to the sub-account name at the top left of the main dashboard menu.
Adding a New Sub-Account
To add a new sub-account under your agency plan, click "Add Account" in the top-right corner of your sub-account dashboard.
You'll need to provide the following details for each new account:
First and last name of the account owner*
A unique email address*
Phone number
Company name*
Website domain*
* Required fields
Approvals Required for Adding Existing Client Accounts
If you wish to integrate existing client accounts under your agency’s management, it is necessary to obtain client approval. This ensures transparency and consent from the account owners before managing their accounts.
Steps for Client Approval
Request that the client accounts be linked to your agency by initiating a request from your RB2B dashboard.
The client will receive a notification prompting them to approve your request.
Once the client approves, their account will be successfully linked as a sub-account under your agency.
Ceasing Management of a Sub-Account
To stop managing a sub-account, locate it in your sub-account list and click "Disconnect."
This action will remove the sub-account from your agency dashboard, and you will no longer have access to it. The sub-account’s subscription will remain unchanged and continue in its current state.
Note: Disconnecting a sub-account does not cancel its subscription. Billing will continue unless the subscription is manually canceled by the account owner.