Agencies and partners

An agency account works inside its clients' AxiTrace accounts with the merchant's explicit consent, at the access level the merchant chooses. Every change the agency makes is logged for the merchant, agency users sign in with two-factor authentication, and secret keys are never shown to an agency. On top of that, agencies can pay for their clients on one invoice at a discount, or earn a recurring commission on clients who pay AxiTrace themselves.

There are two ways to apply. Both lead to the same review.

• New to AxiTrace: fill in the agency application at axitrace.com/register/agency. You give your agency name, website, how many clients you manage and which ad platforms you work with, and you accept the partner terms. This creates your AxiTrace account at the same time.
• Already have an account: sign in as the account owner and open axitrace.com/admin/agency, fill in the same details and click Apply as a partner. Only the account owner can apply.

An agency account is a normal AxiTrace account with an agency status on top. It can still have its own workspaces, for example for the agency's own website, and it pays for them at normal prices, the Free plan included.

Every application is reviewed by hand, usually within 2 business days, and you get an email with the decision. While the application is under review the account works as a normal AxiTrace account and the Agency partner section of the Account sidebar shows the status of the application.

• Approved: the Agency partner section gains Clients, Billing, Commission and Settings. Every agency starts at the Partner tier.
• Not approved: the email may carry a reason. You can apply again from the same Agency partner page.
• Suspended: if an agency is suspended, access to every client is paused and the clients are told. Reinstatement restores the paused access.

Two-factor authentication is mandatory for every user of an approved agency. It protects every client account the agency can open, so it applies to password sign-in and to Sign in with Google alike.

1. The first time you open a client account, AxiTrace sends you to the setup page. Your own pages stay reachable until then.
2. Scan the QR code with an authenticator app (Google Authenticator, 1Password, Authy and similar). If you cannot scan it, type the key shown under the code.
3. Enter the 6-digit code from the app to confirm.
4. Save the 10 backup codes. Each one works once, in place of an app code.

After each sign-in you enter a code from the app before you can open a client account. There is no "remember this device" option, and signing out ends the verified session. Lost your phone? Use a backup code, or ask us at info@axitrace.com to reset two-factor authentication for your user; you set it up again on the next agency page.

Every client starts from one button, Add client. You only type the client's email; AxiTrace checks whether an account already uses it.

1. Open Agency partner → Clients and click Add client.
2. Enter the client's email: the email of the account owner or the contact email of their account, then click Continue.

You do not pick an access level here: the client chooses the agency's access level (Manage by default, see Access levels).

If the email belongs to an AxiTrace account, the invitation is sent right away. The account owner receives an email with a link valid for 7 days. You can resend or cancel a pending invitation from the Clients page; resending issues a new link. If no account uses the email yet, you continue on the account setup form described in Create a client account, with the owner email already filled in.

On the invitation screen the owner, signed in to their account:

• ticks the workspaces to share (all are ticked by default),
• chooses your agency's access level: Manage is pre-selected, View is available,
• confirms the data processing terms, and accepts or declines.

Only the account owner can accept. Workspaces the merchant creates later are not shared automatically; the merchant adds them in Account → Agencies.

Use this when a new client has no AxiTrace account yet and you want to set everything up before they log in.

1. Open Agency partner → Clients, click Add client and enter the owner's email. When no AxiTrace account uses it, you land on the account setup form with the email filled in.
2. Enter the client's company name, a name for the first workspace and the store domain. The access level is not set here: the owner picks it when claiming the account.
3. Set the account up: install the SDK or plugin, add domains, connect ad platforms. Until the handover you act as a temporary owner of the account. Deleting it and billing stay with the merchant.
4. The owner receives a handover email with a link valid for 7 days. You can resend it from the Clients page; the account itself is never deleted when a link expires.

On the handover screen the merchant sets a password, confirms the data processing terms, picks the workspaces your agency keeps access to and chooses what it can keep doing: Manage is pre-selected, View is available. Any team member you invited into the account before the handover is listed there with a pre-ticked Remove after claim option. A new client account starts on the Free plan.

Access levels

The merchant chooses the level for each agency, and can change it at any time. Within the agency, users with edit rights work at the granted level and read-only users always work at View.

Agency users never take up the client's team seats. While you work in a client account, a banner shows which client you are viewing and as which agency, and the workspace switcher groups client workspaces by client.

What agencies never see

Once a client account is claimed, an agency never sees:

• the workspace secret key, server API keys or the proxy signing secret,
• raw ad platform access tokens. A Manage agency can connect a platform through its normal sign-in flow; the token is stored in the client workspace and shown to nobody,
• the client's billing, team and ownership pages.

The public key and the SDK snippet stay visible, because they are needed to install tracking and are public by design.

Activity log

Every change an agency user makes in a client account is recorded: who, when, what, from which IP address. The first visit of a session in a client account is recorded too. The log is kept for 365 days.

• The merchant reads it in Account → Agencies → Activity.
• The agency reads its own entries per client from Agency partner → Clients.
• The merchant's account owner gets an email as soon as an agency connects or disconnects an ad platform.

Values such as tokens, keys and passwords are removed from the log before it is stored.

Agency billing

An agency can pay for its clients' plans itself, on one consolidated invoice in US dollars with one line per client ("Client company - Plan"). The agency gets 20% off the invoice at the Partner tier and 30% off at the Premier tier, every month.

1. Open Agency partner → Billing and click Start agency billing with a first client on the Free plan. Stripe Checkout collects your payment method and your tax id, which is printed on every invoice.
2. Add more clients and choose each client's plan. A Free client starts at once and the rest of the period is prorated. A client that pays for its own plan keeps it until its current billing period ends, then moves to your invoice.
3. Change a client's plan or remove a client at any time. A removed client keeps its plan for a 14-day grace period, then chooses its own plan or moves to the Free plan.

Plans and visit limits stay per client, and tracking never stops because of a billing change. Clients billed through Shopify cannot be added to an agency invoice. Only the agency owner and agency users who manage billing can change agency billing. The merchant sees on its own Billing page that the agency pays, and can leave agency billing at any time.

Commission

For clients that pay AxiTrace themselves, the agency earns a recurring commission of 20% (Partner) or 30% (Premier) of every invoice the client pays, excluding tax, for as long as the client's link with the agency is active.

• New clients only: the client's first paid invoice must be dated after it accepted your invitation, or the account must be one you created and handed over. Merchants that already paid AxiTrace before they accepted do not earn commission.
• Not eligible: clients billed through Shopify, clients on your agency invoice (they get the discount instead) and your own account.
• Statements: each month you get a self-billing statement for the previous month in Agency partner → Commission, with a CSV export of every line.
• Payouts: by bank transfer once your balance reaches $50. A smaller balance rolls over.
• Refunds: commission on a payment that is refunded or charged back within 60 days is reversed on the next statement.

The Premier tier is for agencies with 5 or more paying linked clients or $500 in monthly referral revenue; our team reviews tiers every quarter. The full rules are in the partner terms.

For merchants: review and revoke access

Open Account → Agencies (the user menu in the top right corner) in your AxiTrace account. The account owner and users who manage billing can:

• see every agency with access, its level and the workspaces it can open,
• review and accept or decline pending invitations,
• change an agency's level between View and Manage,
• share another workspace, or stop sharing one,
• revoke an agency. It loses access on its very next request and is told by email,
• leave agency billing, if the agency pays for your plan,
• read the activity log of every agency.

FAQ

Need Help?

• Read about the program on the partner program page.
• Email us at info@axitrace.com - we typically reply within one business day.