How to Set Up Agency Account on UniLink (Help Article)

TL;DR:
  • Set Up Agency Account: Convert account to agency tier with sub-accounts.
  • Configure via Dashboard ?†’ relevant settings panel.

What This Does

Convert account to agency tier with sub-accounts.

Setup Steps

  1. Log in to UniLink dashboard.
  2. Navigate to settings panel.
  3. Configure options.
  4. Save + test.

Best Practices

  • Test settings on staging account first.
  • Document configurations for team.
  • Review periodically.

Plan Availability

Most agency / advanced features require Agency plan.


Key Takeaways
  • Set Up Agency Account: Convert account to agency tier with sub-accounts.