AgencyEdge

Get access and sign in

Updated

There are three ways into Agency Edge: create an account and open your own office, accept an invitation to an office that already exists, or sign in to an account you already have.

Create an account, accept an invitation, and sign inVideo walkthrough — coming soon · 1:45

Create an account

Creating an account is for the person who will own the office. Team members join through an invitation instead.

Agency Edge is in private beta, and we are adding offices a few at a time. A new account starts with an invite code.

1
Open the home page and press Get access at the top.
2
A window opens with two choices. If you have a code, use I have an invite code: type the code and press Continue →.
3
If you do not have a code yet, use Invite me: enter your email, add your agency name if you like, and press Get my invite →. We reach out when a spot opens.
4
Once your code is accepted, fill in Full Name, Agency Name, State (optional), Email, Password and Confirm Password. The password needs at least 8 characters.
5
Tick the box to agree to the Terms of Service and Privacy Policy, then press Create Account.

You are signed in straight away and taken to the setup wizard. The sign-in page has no box for an invite code. Its Create your account → link brings you back to the home page.

The wizard is covered in Create your office: the setup wizard.

Join an office you were invited to

When an owner invites you, we email the address they entered for you. The subject names the office, and the message says who invited you and the date the invitation expires.

1
Open the email and press Accept Invitation.
2
The page names the office you have been invited to join and offers two cards. If you are new to Agency Edge, press Create Account.
3
Your name and email are already filled in from the invitation. Enter a Password of at least 8 characters and type it again in Confirm Password.
4
Tick the box to agree to the Terms of Service and Privacy Policy, then press Create Account & Accept.

You are signed in and land on Home. New team members start with Basic access: Home, Sales, Calendar and their own pay under Payouts, plus Leaderboards when the office shares its board.

If you already use Agency Edge, choose I have an account instead, enter your email and password, and press Sign In & Accept.

Sign in

1
Go to /login, or press Log in at the top of the home page.
2
Enter your Email and Password.
3
Press Sign In.

You land on Home. If you own an office whose setup is not finished, you are taken back to the setup wizard at the step where you stopped.

The sign-in page only signs you in; it does not create accounts.

If you forget your password

1
On the sign-in page, press Forgot password?.
2
Enter the email you sign in with and press Send reset link.
3
Open the email and press Choose a new password. The link works once and expires after 1 hour.
4
Type a New password of at least 8 characters, repeat it in Confirm password, and press Set new password.

You are signed in with the new password and taken to Home.

Frequently Asked Questions

Can a team member sign up on their own and join our office?

No. A team member joins through an invitation from the office's owner. Owners send invitations during setup, or later from the Team Members tab in Settings.

The page tells you why: the invitation has expired, has already been used, or has been withdrawn. Ask the owner of your office to send you a new one. If it has already been used, your account exists, so sign in at /login instead.

The sign-in page says my email and password don't match. What should I do?

Check both for typos. If you are not sure of the password, use the Reset your password link under the message.

Check your spam folder. The link is only sent when the address has an account, so make sure you typed the email you sign in with. If the page you open says This reset link no longer works, press Send a new link.

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