Mintfunnel Help Center

Team roles and permissions

Everyone at your agency has an agency role. The role decides what they can do across your book of business: manage settings, move money, run campaigns and PR, or just look. This article explains the five roles, how the Member role is narrowed to specific clients, and how all of...

Client access levels

When an agency creates a managed account for a client, the agency decides how much the client's own login can do on that account. Mintfunnel expresses this as a four-step ladder. This article explains each level, who it applies to, and the one big exception.

Client analytics and reporting

Your agency workspace reports at two levels: one client at a time, and your whole book of business at once. This article explains where each view lives, what it shows, and how access rules shape what a given teammate sees.

Creating and managing clients

Your clients live in the Clients hub in your agency workspace. This article covers adding a client, the difference between creating an account and linking one that already exists, editing a client, setting what their login can do, and suspending or reactivating a client. It also...

Funding and wallets

Your agency wallet is your Mintfunnel account balance: one balance that funds your own campaigns and PR orders and the budgets you allocate to clients. There is no separate "agency" or "central" pool to move money into first. Every movement is a ledger entry you can audit, and...

Getting started with agency accounts

An agency account lets you run Mintfunnel on behalf of other companies from one workspace: one team with shared roles, one agency wallet (your account balance) you allocate budgets from, per-client ad campaigns and PR orders, cross-client analytics, and a complete activity log....