Kartra Agency is a tool within your Kartra account that allows you to create, connect, and manage client accounts. It's perfect for service providers offering setup, design, marketing, or other Kartra-related services, giving you a centralized way to organize your work.

How to add client accounts

To manage client accounts through Kartra Agency, follow these steps:

  1. Log in to your main account and go to Profile > Agency.
  2. Click Add Account in the upper right to get started.
  3. Choose an option: Create a new account or Connect an existing client-owned account.Create a new account or connect a client-owned account

Option 1: Create a new account

When you create a new account, your agency owns it. This means:

  • Billing responsibility: Your agency pays for the subscription and manages all billing actions. You receive a discounted rate on client accounts purchased through the Agency feature.
  • Access management: You control what your client can see and do within the account. Create a Team Member profile to grant access to specific areas as needed.
  • Service contract flexibility: Since your agency owns the account, you can include the subscription in your client service contract. Decide whether to pass on the discounted rate or mark up the fee as part of your service pricing.

Note: Accounts created this way are permanently owned by your agency and cannot be transferred to the client later.

Option 2: Connect an existing account

If your client already has a Kartra account or prefers to maintain ownership:

  • Client-owned: The client remains responsible for the subscription and has ownership control over the account.
  • Access request: When you send a connection request, the client will receive an email notification. They must accept the request to grant you access.
  • Access management: After approval, a Team Member profile will be set up for you automatically. The client can adjust your team member role or revoke access at any time.

Which option should I choose?

Choosing between creating a new account or connecting an existing one depends on how much control you want over the account and how you prefer to handle billing. Here’s what to keep in mind:

  • Ownership: Decide who should have permanent control of the account. If you create a new account, your agency owns it, and this ownership cannot be transferred later. If you connect an existing account, the client retains ownership, along with control over key account settings.
  • Billing: Consider who will manage the subscription payments. With a new account, your agency handles billing, benefiting from a discounted rate on subscriptions. For existing accounts, the client pays directly for their Kartra subscription.
  • Access control: Both options provide flexible access settings for you and your client. You can adjust what your client sees if you own the account, while clients can control your access when they own the account.