Do you wish to add a new agency in Onboarding? If so, you can read here, where we go through how to create the agency, what the different user roles mean, and how to remove the agency’s access again.
Add the agency
Under the menu item Onboarding > Agencies, you will find the list of agencies you have added. You add a new one by clicking on Add agency in the top right corner.
You will then have the option to create a unique token, which gives your agency access to you (the campaigns you add to the agency). By creating this unique link, you have full control over the access, as it can always be removed again.
t does, however, require that your agency already has user access to the app Onboarding (onboarding.onlinefundraising.dk). If your agency has not yet been set up, we will do it free of charge.
They simply need to write to us, so we can create their account.
Click on Create token to generate the unique code and send it to the agency. Then they will create it in the Onboarding app, and you can now add them to new campaigns.
What can the agency see?
Your agency can see the campaigns and workflows they are associated with. This access will therefore not allow the agency to enter your OnlineFundraising instance and view data. They can only see the sessions and leads that were created in connection with a campaign.
From the Onboarding app, they have the ability to pull limited reports on the campaigns they are responsible for.
User roles
When an agency is registered as an agency with us, they can log in via their own page and create users – callers/recruiters. There are different roles, but what they all have in common is that they do not have the ability to delete anything that your organization has created in Onboarding.
A junior agent cannot stop, pause, restart, or set an expiration on an agreement.
How to remove an agency
If you want to remove access for an agency again, simply click on the agency’s name and press the button Revoke Access from [agency] now.
Once you have removed access, the agency will no longer be able to create campaigns on your behalf. However, they will still be able to see the leads and sessions they have previously called from.