User Guide
  • AgencyHandy User Guide - For Agency
  • 1. Introduction of AgencyHandy
    • 1.1 Why should you choose Agency Handy?
    • 1.2 Who is it for?
    • 1.3 What are the benefits?
    • 1.4 How does it differentiate itself from others?
    • 1.5 Plans & Pricing
  • 2. Getting Started
    • 2.1 Sign Up
    • 2.2 Account Verification
    • 2.3 Log in
    • 2.4 Accessing the Main Interface
    • 2.5 Workspace Config
      • 2.5.1 Set up General Settings
      • 2.5.2 Set Up Appearance
      • 2.5.3 Set Up Custom Domain
        • 2.5.3.1 AgencyHandy Hosting with Cloudflare
        • 2.5.3.2 Agency Handy Hosting with Namecheap
      • 2.5.4 Set Up Sign-In Portal
      • 2.5.5 Set Up Emails
        • 2.5.5.1 Setup Email Address
        • 2.5.5.2 Setup SMTP
        • 2.5.5.3 Email Template Configuration
        • 2.5.5.4 Sending a Test Email
    • 2.6 Resetting Password
    • 2.7 Setting Multiple Workspace
      • 2.7.1 Create a new Workspace in AgencyHandy
      • 2.7.2 Deleting a Workspace in AgencyHandy
  • 3. Managing Dashboard
    • 3.1 Services
      • 3.1.1 Create a Service with Multiple Packages, Default Tasks & FAQs
      • 3.1.2 Edit/Update a Service
      • 3.1.3 Delete a Service
      • 3.1.4 Add-on Setup in Services
      • Multiple Pricing and Multiple Packages
      • Create Multiple Service Group
      • Service Configurations
      • Setting the Trial Period for a Service
      • Setting Default Tasks for a Service
      • Setting up a Setup Fee
      • Coupon System
      • Portfolio
      • User Review
    • 3.2 CRM
      • 3.2.1 Clients
        • 3.2.1.1 Create Clients Profile
        • 3.2.1.2 Import Clients
        • 3.2.1.3 Export Clients
        • 3.2.1.4 Client Configuration
        • 3.2.1.5 Edit a Client Profile
        • 3.2.1.6 Delete a Client Profile
        • 3.2.1.7 Manage Client's Recent Order
        • 3.2.1.8 Manage Client's Recent Ticket
        • 3.2.1.9 Manage Client's Recent Invoices
        • 3.2.1.10 Create Client Group
      • 3.2.2 Lead Management
    • 3.3 Orders
      • 3.3.1 Order Dashboard
        • 3.3.1.1 Create an Order
        • 3.3.1.2 Edit/Update an Order
        • 3.3.1.3 Create Tasks in an Order
          • 3.3.1.3.1 Task Modal/Activity Page Manage
          • 3.3.1.3.2 Edit Task in an Order
          • 3.3.1.3.3 Delete Task from an Order
        • 3.3.1.4 Delete an Order
        • Manual Order Create for Unpublished Services
        • Client Task Creation
        • Add-On Support in Manual Orders
    • 3.4 Proposal
      • 3.4.1 Proposal Dashboard
        • 3.4.1.1 Send a Proposal
        • 3.4.1.2 Accept a Proposal
        • 3.4.1.3 Reject a Proposal
      • 3.4.2 Sending a Proposal with Specific Package
    • 3.5 Teams
      • 3.5.1 Team Dashboard
        • 3.5.1.1 Invite & Add a Team Member
        • 3.5.1.2 Set Role & Permission for Team Members
        • 3.5.1.3 Remove Team Member
    • 3.6 Tickets
      • 3.6.1 Ticket Dashboard
        • 3.6.1.1 Create a Ticket
        • 3.6.1.2 Edit a Ticket
        • 3.6.1.3 Delete a Ticket
    • 3.7 Invoices
      • 3.7.1 Invoice Dashboard
        • 3.7.1.1 Invoice Settings
        • 3.7.1.2 Create an Invoice
        • 3.7.1.3 Edit an Invoice
        • 3.7.1.4 Delete an Invoice
        • 3.7.1.5 Download/Print an Invoice
        • 3.7.1.6 Send an Invoice to a Client
        • 3.7.1.7 Export Invoice
      • Wise Support in Manual Subscription Invoices
      • Reminder on Invoice
    • 3.8 Integration
      • 3.8.1 Integrating Stipe
      • 3.8.2 Setting up PayPal
      • 3.8.3 Webhook Management
        • How to use/create Webhook
        • Authenticating Webhooks
        • Testing Webhook Event
    • 3.9 Files
      • 3.9.1 Manage Files in Order Task
      • 3.9.2 File Feedback
    • Forms
      • Order Form
      • Intake Form
      • Public Forms
    • Subscription Management
      • Automatic Invoice Generation
      • Subscription Filter, Search, and Sorting
      • Reminder on Subscription
  • User Policy of AgencyHandy
  • Settings
    • Setting Up Profile
    • Manage Subscription
      • Viewing Plan Summary
    • Redeem Promotion Code
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On this page
  • What is Account Verification?
  • Benefits of Account Verification:
  • Pre-conditions to Use it:
  • Steps to Use: Account Verification
  • What to Do If the Verification Code Does Not Work:
  • Important Notes:

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  1. 2. Getting Started

2.2 Account Verification

Previous2.1 Sign UpNext2.3 Log in

Last updated 3 months ago

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Account Verification in AgencyHandy ensures user security and account legitimacy by confirming user identity and protecting against unauthorized access.

What is Account Verification?

Account Verification is a security process requiring users to verify their identity by entering a unique code sent to their email. This feature enhances platform security, boosts user credibility, and provides access to premium features for verified accounts.

Benefits of Account Verification:

  • Enhanced Security: Protects against unauthorized access with an added layer of security.

  • Trust and Credibility: Builds trust among clients, partners, and other users by showcasing a verified account.

  • Access to Premium Features: Unlocks advanced functionalities within AgencyHandy, ensuring full platform utilization.

Pre-conditions to Use it:

  • A valid email address is registered with your AgencyHandy account.

  • Access to the registered email inbox to receive the verification code.

Steps to Use: Account Verification

  1. Access the Verification Tab:

    • Log in to your AgencyHandy account.

    • Look for the Verify tab in the top-right corner and click on it.

  2. Receive and Enter the Verification Code:

    • AgencyHandy will send a verification code to your registered email.

    • Open your email, copy the code, and paste it into the verification field.

  3. Submit the Code:

    • Click the Continue button to proceed.

  4. Successful Verification:

    • Once the code is accepted, you will see a confirmation message.

    • Your account is now verified!

What to Do If the Verification Code Does Not Work:

  1. Ensure Accuracy:

    • Copy the code directly from your email and paste it into the verification field.

  2. Resend Code:

    • If the code still doesn’t work, click the Resend Code button.

    • A new verification code will be sent to your email.

    • Repeat the verification process with the new code.

    • Once the verification is successful, you will receive a confirmation message.

And, That’s it. You now have an AgnecyHandy-verified account.

Important Notes:

  • Code Expiry: Verification codes may expire after a certain time. If this happens, click Resend Code to get a new one.

  • Email Delivery Issues: If the email doesn't arrive, check your spam or junk folder. Ensure your registered email address is correct.

  • Browser Compatibility: Use an updated browser to avoid issues during verification.

  • Account Security: Keep your email secure, as it is used for account verification and recovery.

  • Mandatory Step: Verification is required to access some premium features on AgencyHandy.