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Agencies: how to access all your customer accounts from your Plezi?
Agencies: how to access all your customer accounts from your Plezi?

You have several accounts & not remembering your passwords is hell. But there is a solution :)

Andjie Pasquier avatar
Written by Andjie Pasquier
Updated over a week ago

We're excited to be your partner in this new adventure!

How do I create this client account in Plezi?

Contact your favorite salesperson to open access for this new client. We will attach this new client to your "agency" account and create a user using your email. You will then be able to switch from one account to another.📌 So the reattachment is done user by user.

How do I link other people in my agency to client accounts?

In order for your collaborators to have access to your client list, make sure they are created in your Plezi account and then add them to each of your clients' accounts (with the same email).

To do this, retrieve the emails in the user area & create users in each of your clients' instances.

Each employee will automatically & directly have access to all your customers by following this link, or by clicking on the little house, as below:

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