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  • Viewing Your Agency Account
    Users with the Agency Admin permission can view the Account & Payment Information screen under Agency Admin page. An Admin can then verify and update the default payment method, view current and historical invoices, and confirm all current and cancelled canceled subscriptions.

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  • Adding Users / Accounts
    Individual Users or Accounts can be added under Agency Admin > User ManagementAccounts. Your Agency account will have a new user account added as soon as you invite/add a user account unless you've indicated it is an inactive user.

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