Most agencies don't run themselves. If you're an Agency Owner or a Pro-tier Agent, you probably have someone helping you stay organized. A teammate, an assistant, a family member who knows the business. Agency Pulse lets you give that person admin access so they can manage your account on your behalf, logging sales, updating onboarding, handling the day-to-day, without you having to hand over your password.
This guide walks through how the whole thing works.
Which side are you on?
The Basics
Before you start, here's how admin access works on Agency Pulse:
Can have multiple admins
You can have as many admins as you want helping run your account.
Can serve multiple accounts
One assistant can be an admin across several accounts at once.
Can grant admin access
Any Pro user — Agent or Agency Owner — can grant admin access. Free tier users cannot.
Invites require acceptance
You send an invite. They accept. Then access activates. Either side can end it later.
Granting Admin Access
Agency Owners and Agents on the Pro tier can invite admins. Inviting someone to be your admin is a one-time setup. After they accept, they can manage your account from their own login. No shared passwords, no extra fees, all edits tracked in the audit trail.
Sign up first
If you haven't already, sign up at getagencypulse.com. To invite admins you'll need to be on the Pro tier — that means choosing the Already licensed path during signup and starting your 30-day Pro trial through Stripe. Once you're in, your Agency Pulse code shows up in the top-left corner of the sidebar, right under your profile photo. Codes look like F47B78. You'll need yours when you start inviting admins.
How to invite an admin
Get their Agency Pulse code
Ask the person you want to make an admin for their 6-character Agency Pulse code. They can find it in the top-left corner of their own sidebar after signing up. Codes look like F47B78.
Open Account → Manage Admins
From your sidebar, click Account, then scroll to the Manage Admins section.
Enter their Agency Pulse code
Type their 6-character Agency Pulse code into the Invite Admin by AP Code field and click Send Invite. You'll see a confirmation popup showing their name. Verify it's the right person, then confirm.
They get a notification
The invite shows up in their notifications bell, and a new "Admin Requests for You" section appears in their Account page. They can accept or decline.
When they accept, you'll know
You'll get a notification: "[Their name] accepted your admin invite." They now appear in your Current Admins list and can immediately start managing your account.
Before they accept, you can see the invite under Pending Invites in your Manage Admins section. You can cancel it anytime from there if you change your mind.
Revoking admin access
If you ever want to remove an admin, for any reason, go to your Account page, scroll down to the Manage Admins section, and click Revoke next to their name in your Current Admins list. Their access ends instantly. Any edits they made stay in the audit trail, but they can no longer log in to your account.
Revoking is immediate and one-click. If you revoke by mistake, just send a new invite. They'll accept it and access resumes.
Multiple admins
You can have as many admins as you want, and most growing agencies end up with several. A common setup is to divide responsibility by function: one admin handles operations and new business, another handles licensing and onboarding, another tracks activity and accountability for your team. As your agency grows, each piece of the business gets its own person, and they all work from their own login with their own audit trail. No limit, no extra cost.
For Admins
If an Agency Owner or Pro-tier Agent wants to make you their admin, here's everything you need to know.
Sign up, even if you're not in the business
You'll need an Agency Pulse account to be an admin. Sign up at getagencypulse.com:
- If you ARE an agent (you write sales personally), sign up as an agent, choose the Already licensed and appointed path, and start your Pro trial. This unlocks your producer tools so you can write sales, track activity, and use the platform like any other agent. Your admin role works on top of that. To link to your recruiter, enter their Agency Pulse code during signup, or do it once you're logged in: bottom-left of the sidebar, click Link to Recruiter and enter their code there.
- If you're NOT in the business (no writing sales, no recruiting, strictly an assistant), sign up as an agent and choose Not yet licensed. You'll land on the free tier and won't be charged. You can skip the "Link to Recruiter" step entirely if no one in the business directly recruited you.
Admins don't pay. If you're using Agency Pulse strictly to help others manage their accounts (and not running your own producer activity), there's no cost. The free tier covers you indefinitely. That said, if you ARE writing sales yourself, you'll need to upgrade to the Pro tier so you can do both: produce on your own account AND admin for the people who've added you.
Getting added as an admin
Once you're signed up, your Agency Pulse code lives in the top-left of your sidebar (looks like YX2H72). Share that with the person who wants to make you their admin. They'll enter it on their end and send you an invite.
You get a notification
When they send the invite, your notifications bell will ping: "[Their name] invited you to be an admin on their account."
Open your Account page
You'll find a new section at the top called "Admin Requests for You", listing who's invited you. Each invite shows their name, photo, and rank.
Accept or decline
Click Accept to immediately become their admin, or Decline if you're not interested. Either way, they'll be notified of your decision.
Use the "View As" switcher
Once accepted, you can switch into their view at any time using the View As toggle in the top-left of the sidebar, right under your profile photo. Logging in shows your own account by default. Click the toggle and pick whose account you want to act on.
Working for multiple accounts
You can be an admin for as many people as want to hire you. Each one sends a separate invite, you accept each separately, and they all show up in your View As toggle. Switch between them as needed.
A common scenario: an assistant supports 3-4 accounts across different agencies. Each Pro user pays for their own account; the assistant uses a free admin account and toggles between them.
What admins can and can't do
When you're acting on someone's account, you can:
- View, edit, and delete anything in their personal account or their immediate agency (their own base shop).
- Manage their onboarding, sales, business partners, training appointments, and milestones.
What's view-only:
- Generation 1 and down. Any agency owner or admin below the AO you're acting as. You can see their data, but you cannot edit or delete it.
Everything you edit is logged in the audit trail with your name attached. The account owner can see exactly what you did and when. This protects both sides.
Leaving an admin role
If you want to stop being an admin for someone, go to your Account page, scroll to Agencies You Admin For, and click Leave next to their name. Your access ends immediately and the account owner gets a notification that you stepped away. They can re-invite you anytime if you change your mind.