Agency Users
Each agency is set up with a single Agency Power User, typically the agency owner or the person managing the SKED integration. This user is responsible for creating additional agency users and assigning which offices each user can access.
When logging in, agency users will see a dashboard similar to the SKED Admin view. The offices displayed will depend on their assigned permissions:
The Agency Power User can view all offices within the agency.
Additional users will only see the specific offices they’ve been granted access to.
This ensures each user only has visibility into the locations relevant to their role.
Setting Up Additional Agency Users
If the Agency Power User chooses to add additional users with access to multiple offices, they can click the three-dot icon in the top-right corner and select Manage Users.
On this page, you can see all existing agency users that the Agency Power User has created. To add a new user, click the Create button, enter the user’s name and email address, and then click Save.
Once the additional user is created, the Agency Power User needs to assign which offices the new user can access. To do this, they will click the Offices icon and select the appropriate locations then click Save.
This setup allows for more controlled access, ensuring users only see the accounts relevant to their role—for example, a billing team member may only need access to 3 out of 6 accounts.
Note: If the email address is already in use, the user likely exists as a staff member in one of the offices. You’ll need to remove that user from the office first (resetting the email beforehand if necessary). Once removed, they can be added at the agency level.