Adding or Removing a Client From Your Agency Portal

Oncord accounts created via the Agency Portal are automatically configured with your agency set as the agency partner. 

The owner of an existing Oncord account can also request to have an Agency Partner added at any time, or request to have an agency partner removed.

Adding an Existing Oncord Website To Your Agency Portal

An existing Oncord account / website can be easily added to your agency portal.

The account owner will need to contact support, requesting to be added to your agency portal. 

An Oncord account may only be associated with one agency partner at a time. So if the client already has an agency partner, that agency will need to be removed first.

Removing a Website / Account From Your Agency Portal

Follow the instructions below to remove a website / account from your agency portal. If you’re not on good terms with the client, our team can handle this for you. Feel free to contact us for assistance.

1. Invite Administrators

The client should already be added as an administrator of their account. However, if they don’t already have access, follow these instructions to invite them as an administrator.

2. Check Contact Details

Check the contact information for this account is up-to-date, to ensure that we can contact them if needed, via Dashboard > Settings > My Account.

3. Setup Billing

To ensure the client's service is not interrupted - please set the Oncord account to direct billing within the agency portal, and instruct the client to enter payment details for their account:

  1. Login to the Agency Portal
  2. Navigate to Websites > Your Websites, and edit the account.
  3. Set the billing method to "Oncord Bills Client", so that the client is billed directly, and not to your agency.
  4. Ask the client to add credit card payment information on the My Account page of their Oncord Dashboard, following these instructions.

4. Request Removal

Once the client has administrator access and has entered their billing details, contact Oncord support to request removal from your agency portal.