User Guide
AgencyHandy User Guide - For Agency
AgencyHandy User Guide - For AgencyAgencyHandy User Guide - For Client
AgencyHandy User Guide - For Agency
AgencyHandy User Guide - For AgencyAgencyHandy User Guide - For Client
  • AgencyHandy User Guide - For Agency
  • Introduction of AgencyHandy
    • Why should you choose Agency Handy?
    • Who is it for?
    • What are the benefits?
    • How does it differentiate itself from others?
    • Plans & Pricing
  • Sign Up
  • Account Verification
  • Log in
  • Accessing the Main Interface
  • Workspace Config
    • Set up General Settings
    • Set Up Appearance
    • Set Up Custom Domain
      • AgencyHandy Hosting with Cloudflare
      • Agency Handy Hosting with Namecheap
    • Set Up Sign-In Portal
    • Set Up Emails
      • Setup Email Address
      • Setup SMTP
      • Email Template Configuration
      • Sending a Test Email
  • Resetting Password
  • Setting Multiple Workspace
    • Create a new Workspace in AgencyHandy
    • Deleting a Workspace in AgencyHandy
  • Services
    • Create a Service with Multiple Packages, Default Tasks & FAQs
    • Edit/Update a Service
    • Delete a Service
    • 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
  • CRM
    • Clients
      • Create Clients Profile
      • Import Clients
      • Export Clients
      • Client Configuration
      • Edit a Client Profile
      • Delete a Client Profile
      • Manage Client's Recent Order
      • Manage Client's Recent Ticket
      • Manage Client's Recent Invoices
      • Create Client Group
    • Lead Management
  • Orders
    • Create an Order
    • Edit/Update an Order
    • Create Tasks in an Order
      • Task Modal/Activity Page Manage
      • Edit Task in an Order
      • Delete Task from an Order
    • Manual Order Create for Unpublished Services
    • Client Task Creation
    • Add-On Support in Manual Orders
    • Delete an Order
  • Subscription
    • Subscription Management & Recurring Billing in Agency Handy
    • Common Subscription Use Cases
    • Automatic Invoice Generation
    • Subscription Filter, Search, and Sorting
    • Reminder on Subscription
    • How Stripe Generates Subscription Payments for Agency Handy
    • How PayPal Generates Subscription Payments for Agency Handy
  • Forms
    • Order Form
    • Intake Form
    • Public Forms
  • Proposal
    • Proposal Dashboard
      • Send a Proposal
      • Accept a Proposal
      • Reject a Proposal
    • Sending a Proposal with Specific Package
  • Tickets
    • Ticket Dashboard
      • Create a Ticket
      • Edit a Ticket
      • Delete a Ticket
  • Teams
    • Team Dashboard
      • Invite & Add a Team Member
      • Set Role & Permission for Team Members
      • Remove Team Member
  • Invoices
    • Invoice Dashboard
      • Invoice Settings
      • Create an Invoice
      • Edit an Invoice
      • Delete an Invoice
      • Download/Print an Invoice
      • Send an Invoice to a Client
      • Export Invoice
    • Wise Support in Manual Subscription Invoices
    • Reminder on Invoice
  • Integration
    • Integrating Stipe
    • Setting up PayPal
    • Webhook Management
      • How to use/create Webhook
      • Authenticating Webhooks
      • Testing Webhook Event
  • Files
    • Manage Files in Order Task
    • File Feedback
  • User Policy of AgencyHandy
  • Settings
    • Setting Up Profile
    • Manage Subscription
      • Viewing Plan Summary
    • Redeem Promotion Code
  • API Integration Guide
    • 🚀 Create a New Lead Using API
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On this page
  • Pre-condition to Use it:
  • Steps to Use:
  • Important Notes:

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Log in

PreviousAccount VerificationNextAccessing the Main Interface

Last updated 8 days ago

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The "Log In" feature in Agency Handy provides secure access to your account, allowing you to efficiently manage orders, quotations, projects, tasks, and team members from a centralized platform.

The login feature lets registered users access their Agency Handy account to start managing their projects and other activities immediately.

It ensures secure access to user data and allows seamless project management in one place.

Pre-condition to Use it:

  • Users must have a registered Agency Handy account.

  • (Don’t have an account? Sign up here)

Steps to Use:

  1. Go to the Website:

    • Open the Agency Handy webpage in your browser.

  2. Click the Sign In Button:

    • Locate and click the Sign In button on the homepage.

  3. Enter Workspace Name:

    • Input your Workspace Name as registered during signup.

  4. Enter Login Credentials:

    • Provide your Email ID and Password.

  5. Sign In:

    • Click the Sign In button.

    • You will be successfully logged into your account.

  6. Optional - Stay Logged In:

    • Tick the Keep Log In checkbox to remain signed in on your device.

  7. Log In with Google:

    • If you signed up with Google, click the Google button to log in using your Google account.

Important Notes:

  • No Account Yet?

    • If you don’t have an AgencyHandy account, click the Sign-Up button and follow the steps to create one.

  • Stay Logged In:

    • Using the Keep Log In feature ensures you remain logged into your account unless manually logged out.