Connected Accounts

Connected Accounts is used to connect two (or more) separate ContentKing accounts and is typically used by agencies to collaborate with clients having their own ContentKing account.

There are two ways in which you can collaborate with your clients in ContentKing:

  1. Collaboration within one account by inviting new users
  2. Cross-account collaboration using the Connected Accounts feature

The Connected Accounts feature is primarily designed for collaboration between agencies and clients, each of whom have their own, independent ContentKing account.

You can read more about the differences between these two collaboration methods in this dedicated article: How agencies can collaborate with their clients in ContentKing.

Using Connected Accounts

The sections below describe the aspects of the Connected Accounts feature and include instructions on how to set up the connection between two accounts.

Connection rights

The connection between two accounts can be initiated by both the agency and the client.

However, the connection is only one-directional: users in the agency account can access the connected account, but the users in the connected account cannot access the agency account.

Diagram demonstrating accounts connected using the Connected Accounts feature in ContentKing

After connecting two ContentKing accounts, the agency gains access to the client account with the following rights:

  • Access all website data in the client account
  • Manage websites and settings in the client account
  • Invite new team members to the client account

Connection direction

As described in the previous section, the connection between two accounts is only one-directional.

However, you can change the connection direction in your account and determine whether you will be able to connect to (multiple) client accounts or whether you will be able to provide your agency with access to your account.

To change this setting, follow these steps:

  1. Go to the Connected Accounts setting in the Account tab.
  2. You will see a box where you can set the Connection direction

If you want to be able to manage your clients’ accounts, set This account can request access to other accounts.

If you want to provide your agency with access to your account, set Other accounts can request access to this account.

Screenshot showing the Connection direction setting in ContentKing

Setting up the connection

The connection can be initiated by both the agency and the client.

Connection request by the client

Follow these steps:

  1. Go to the Account section and navigate to the Account tab
  2. Click on the Grant account access button
  3. Enter the email address of a user with the Manager rights in the agency account
  4. Click on the Grant access button

The agency will now receive an email which they need to accept to establish the connection.

Screenshot showing the Grant account access button which allows the client to provide the agency with access to their account

Connection request by the agency

When you – as an agency – want to connect to your client’s account, you can choose between two options:

  • Connect to an existing ContentKing account (in case your client is already using ContentKing)
  • Create a new trial account for your client (in case they don’t have an account yet)
Screenshot showing the Add account button which allows to set up the connection between two accounts in ContentKing

To connect to your client’s existing ContentKing account, follow these steps:

  1. Go to the Account section
  2. Navigate to the Connected Accounts tab in the top-right corner of the screen
  3. Click the Add account button
  4. In the window that appears, choose Connect to an existing ContentKing account
  5. Enter the email address of a Manager in the account you want to connect to and click Continue.
Screenshot showing the process of connecting to an existing client account in ContentKing

The client will now receive an email which they need to accept to establish the connection.

If your client doesn’t have an account yet, you can create a new trial for them:

  1. Click the Add account button in the Connected Accounts section
  2. In the window that appears, choose Create a new ContentKing account
  3. Enter your client’s website and the email address
  4. Click Continue.
Screenshot showing the process of creating a new client account in ContentKing

This will create a new ContentKing trial account with the website that you enter.

The email address you entered will be added as a user and receive an invitation to access the account. They will be able to manage the account, add websites and invite other users.

You will also immediately get access to the account, and be able to manage it in the same way as your own account.

Managing connected accounts from the agency account

Once you have connected at least one client account, an account switcher will appear for you next to the Websites tab in the Account section:

You can use this button to switch between all your connected accounts as well as to create new accounts.

In the Connected Accounts tab you can find an overview of all connected clients together with their connection status:

Screenshot showing the overview of all connected accounts

Also, the client’s websites will appear in your website switcher on the left-side of the screen, where you can easily switch between the websites in your agency account and the websites in your client’s accounts:

Revoking access

Same as with initiating the connection between two accounts, it can also be revoked by any of the two sides.

Revoking access by the client

To revoke your agency’s access to your account, follow these steps:

  1. Go to the Account section and navigate to the Connected Accounts tab
  2. Click on the Revoke access button in the connections table
Screenshot showing the option to revoke access to the account by the client

Removing access by the agency

To remove the connection with your client’s account follow these steps:

  1. Go to the Connected Accounts tab
  2. Click the Remove access button next to the account you want to disconnect
Screenshot showing option to remove access to the connected accounts

Need help?

If you need a hand configuring the Connected Accounts feature, don’t hesitate to contact us and we will be happy to help!

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