What is the difference between a company admin and an agent account?

What is the difference between a Company Admin account and an Agent account, and what do I use them for?

Company admins perform actions that generally affect your company system as a whole. You can create templates, manage your agent accounts, and much more. Company Admin accounts cannot directly send, but they generally have a connected agent profile where that sending can occur.

Agent accounts are where the actual sending happens. For any agent account that has set the Admin Access option to Full Access, you will see an option here to assume into their account.

Agent accounts cannot create their own templates. Instead, they must create a marketing piece from one of the templates the Company Admin account provided to them.

Agents do not by default have a company admin account. If you are an agent who thinks you should have a company admin account, it may be worth reaching out to support@rezora.com where we can take a look at your system setup and know who you may need to talk to about getting an admin account.