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Setting Up an Agency Follow

Alice Jaeb
  • August 22, 2023 17:03
  • Updated

Setup Process
Before setting up an Agency please make sure that you have all of the Agency details ready to setup.


1. Navigate to Agency in the left hand column and click Add.

2. Fill in all details for the agency then click Save.

3. Once saved, the agency will then be searchable via the filters above the columns.  If you wish to view or edit the details of an agency you have added, click Edit under the Actions menu.

4. If you wish to delete an agency, select it from the list and click Delete.

Articles in this section

  • Convertr SSO Guide
  • The Advertiser Report User
  • Creating a User
  • Setting Up a User Account for Advertisers
  • Setting up an Agency User
  • Setting Up a User Account For Publishers
  • Associating an Agency to an Advertiser
  • Importing Advertiser Lists
  • Setting Up an Agency
  • Setting Up a Publisher

Related articles

  • Data Masking
  • Setting up an Agency User
  • The Publisher Tab - Overview
  • Creating a User
  • Setting Up a User Account For Publishers
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Related articles

  • Data Masking
  • Setting up an Agency User
  • The Publisher Tab - Overview
  • Creating a User
  • Setting Up a User Account For Publishers