User Guide
AgencyHandy User Guide - For Client
AgencyHandy User Guide - For AgencyAgencyHandy User Guide - For Client
AgencyHandy User Guide - For Client
AgencyHandy User Guide - For AgencyAgencyHandy User Guide - For Client
  • Agency Handy User Guide - For Client
  • 1. Introduction of Agency Handy
    • 1.1 Why should you choose Agency Handy?
  • 2. Getting Started
    • 2.1 Sign In
    • 2.2 Accessing the Main Interface
  • 3. Managing Dashboard
    • 3.1 Service
      • 3.1.1 View Service Details
      • 3.1.2 Purchase a Service
      • 3.1.4 Share URL of a Service
    • 3.2 Order
    • 3.3 Subscriptions
    • 3.4 Tickets
    • 3.6 Invoices
    • 3.7 Files
      • 3.7.1 Manage Files in Order Task
      • File Feedback
  • Use case
    • How to create Lead via API
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  • Pre-Condition to use this feature:
  • Steps to Use:

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  1. 2. Getting Started

2.1 Sign In

The "Log in" feature in Agency Handy is a secure and convenient way to access your account. This allows users full access to all their orders, quotations, projects, tasks, and team members in one centralized platform.

The login process is quick and easy, allowing users to start their project management activities immediately.

Pre-Condition to use this feature:

  • An agency must invite users.

  • Users must have a valid URL & password.

Steps to Use:

  • Go to the mail ID where the invitation was given.

  • Open the invitation mail from the agency

  • Click the URL link.

  • Copy and paste the email ID and password.

  • Click the Sign In button.

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Last updated 25 days ago

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