Kartra Agency lets you create, connect, and manage client accounts from your main Kartra account.
You can use Agency to manage accounts for clients who need help with setup, design, marketing, or other Kartra-related services.
Kartra Agency is included with Growth, Professional, and Enterprise plans.
Access your Agency dashboard
Log in to your main Kartra account.
Click your Profile avatar in the top-right corner.
Select Agency.
Your Agency dashboard displays the client accounts connected to your agency.
From here, you can add accounts, access existing client accounts, and manage Agency connections.
Create an agency-owned subaccount
An agency-owned subaccount is a new Kartra account created and paid for through your Agency.
Your agency is responsible for the account's subscription and has ownership control over it.
Billing and subscriptions
Your agency manages subscription payments and billing actions.
Subaccounts purchased through Agency receive a 40% discount on Kartra subscriptions, applicable across plan levels.
You can include the subscription cost in your client service agreement and decide how to charge your client.
Client access
Because your agency owns the subaccount, you control who can access it.
You can create Team Member profiles for your clients and assign roles that determine which account areas they can access. See Add and manage team members for instructions.
Account ownership and closure
Agency-owned subaccounts remain connected to the main Agency account.
Important: If the main Agency account is closed, its agency-owned subaccounts are automatically terminated. Clients will no longer be able to access their accounts or content.
If a client needs to retain their account independently, contact Kartra Support before closing the Agency account.
Kartra's development team may be able to assist with converting an agency-owned subaccount into an independent main account. This is not a self-service action and requires assistance.
Connect an existing client-owned account
A client-owned account is an existing Kartra account for which the client maintains ownership and pays their own subscription.
Your agency can request access to manage the account without taking ownership.
Request access
Open your Agency dashboard.
Click Add Account.
Select Connect an existing client-owned account.
Follow the prompts to send a connection request to your client.
Your client receives an email notification and must accept the request before the connection is established.
Account ownership and access
Once the client accepts:
The account appears in your Agency dashboard as Self-managed.
An Agency profile is automatically created in the client's account to provide your agency with access.
The client can adjust your role and permissions.
The client remains responsible for their subscription and billing.
The client can revoke your access.
Unlike agency-owned subaccounts, client-owned accounts remain independent of your main Agency subscription.
Log in to a client account
You can access both agency-owned subaccounts and client-owned accounts directly from your Agency dashboard.
Open your Agency dashboard.
Locate the account you want to access.
Click Login in the upper-right corner of its account module.
You will be logged into the selected account.
For client-owned accounts, your access is managed through the Agency profile created when the client accepts your Agency connection. The client controls your permissions and can revoke your access.
For agency-owned subaccounts, your agency controls account access and can create additional Team Member profiles for clients or collaborators.
Return to your Agency dashboard
When you log in to a client account through Agency, a notification bar appears to indicate that you are accessing a client account rather than your main Agency account.
To return:
Locate the notification bar in the client account.
Click Back to my Agency.
You will return to your Agency dashboard, where you can access your other connected accounts.
Frequently asked questions
Can I use Kartra Agency on any subscription plan?
No. Kartra Agency is available on Growth, Professional, and Enterprise plans.
If your current plan does not include Agency, you can review your subscription options under Billing.
What is the difference between an agency-owned and a client-owned account?
An agency-owned subaccount is created and paid for by your agency. Your agency controls its subscription and access.
A client-owned account belongs to your client. The client pays for their own subscription and grants your agency access through a Team Member profile.
Can I transfer an agency-owned subaccount to my client?
Yes, with assistance from Kartra Support.
An agency-owned subaccount can be converted into an independent main account by Kartra's development team.
Contact Support to discuss the conversion before ending the working relationship or closing your Agency account.
What happens to my subaccounts if I close my Agency account?
Agency-owned subaccounts are automatically terminated when the main Agency account closes.
Clients lose access to those subaccounts and their content.
Client-owned accounts are independently owned and billed, so they are not terminated as part of the Agency account closure.
Before closing your Agency account, review your subaccounts and contact Support if any clients need to retain access to their accounts or content.
Can my client remove my agency's access?
Yes, if they own their Kartra account.
Clients with self-managed accounts can terminate the Agency connection and revoke your access.
For agency-owned subaccounts, the agency controls account access and billing.
Can I terminate an agency-owned subaccount from the Agency dashboard?
There is no dedicated Terminate contract button for agency-owned subaccounts.
Ending your working relationship with a client does not automatically disconnect or transfer the subaccount.
Your agency must decide whether to continue managing the account, cancel its subscription, or request assistance converting it into an independent account.
Does terminating an Agency connection cancel the client's subscription?
No. For client-owned accounts, terminating the Agency connection removes the agency's access but does not cancel the client's independently managed Kartra subscription.