Setup required. The agency tier is gated on Stripe configuration: it requires the agency per-seat price (STRIPE_PRICE_AGENCY_SEAT) to be set up on the account. Until that price is configured, the Agency plan is hidden and seat-syncing is inert.
What it does
Account Access turns Zendora into an agency workspace. From /dashboard/agency you invite a client by generating a sign-in link (you deliver it yourself — Zendora does not email the invitee). The client reviews the permissions you request across a 9-tool matrix you can pre-set, and decides exactly what to grant — none, read, or write per tool. Once accepted, each client appears in a "Clients you manage" overview with health status, follower trend, engagement, and last-sync info. You can open any client with "Act as client" to work directly in their dashboard — every change saves to their account, you never see their password or OAuth tokens, and you can only use the tools they granted. A cross-client Approvals board collects every post awaiting sign-off in one place. Final approval always stays the client's call — it's owner-only and server-enforced, so an agency can't self-approve. Billing is per seat: one agency seat per accepted client (floored to one), synced automatically as clients are added or removed.
How to use it
- 1
Open Account Access
Go to /dashboard/agency to see the clients you manage and any agencies that have access to your own account. (Exit "act as client" mode first — the page redirects to your dashboard while impersonating.)
- 2
Invite a client
In "Invite a client," optionally enter their email (just a label for your records), expand "Customize what to request" to set per-tool permission levels, then generate the invite link and send it to them yourself by DM, email, or text.
- 3
Let the client accept and grant
The client opens the link, signs in on their side, reviews what you requested, and chooses what to grant per tool. The link expires in 14 days; once accepted, they appear in your "Clients you manage" list.
- 4
Work as a client
Open a client card and use "Act as client" to enter their dashboard — every edit saves to their account, but you never see their password or OAuth tokens and can only use the tools they granted (locked tools are hidden).
- 5
Review the cross-client overview
Use the KPI row and health chips (needs attention, watch, limited, pending, healthy) plus search, sort, and filters to spot which clients need work. When a card shows "Limited access," "Request access" prompts that client to grant insights.
- 6
Clear approvals in one place
Open /dashboard/agency/approvals to see every client's posts awaiting sign-off or with changes requested, then act as that client to review or resubmit — final approval remains the client's decision.
Tips
- Default invites request write access to all nine tools; downgrade specific tools in "Customize what to request" if a client only wants you handling, say, content plans and captions.
- Your seat count equals your accepted clients (minimum one), and it re-syncs automatically when you add or remove clients — there's no per-client checkout step.
- If a client card shows "Limited access," their analytics weren't granted; use "Request access" to ask them to enable it rather than expecting engagement and reach to appear.
- The Account Access and Approvals pages only work from your own agency account — exit "act as client" mode before opening them.