API Authentication and Agency Sub-Accounts
We generally recommend that child accounts have a unique user added to them directly, rather than being assigned as an Agency Manager. However, if an Agency Manager is preferred as the access point, there are a few steps you'll need to take in order to set a password for that user at the child account level.
If you're an Agency user, you'll know that managers are assigned to sub-accounts, and log in to them via the Agency Panel. As a result, they only have one username and password, which only provides access to the Agency's Master account. The Agency Panel automates the login process for accessing their assigned sub-accounts. Within the underlying system, however, we create a unique username for the child account whenever an agency manager is assigned. This always follows the pattern of <account #>firstname.lastname@example.org. Here's an example:
Parent Account - Login Email: email@example.com
Child Account 1 - firstname.lastname@example.org
Child Account 2 - email@example.com
Child Account 3 - firstname.lastname@example.org
You can find the account number by going to the Home > Start page of your Act-On account, and looking at the "Account" widget. You should see your account's name, with the account number in parentheses after it (e.g. "Acme Co. (1234)").
Once you know the direct login username for an account, you can generate a password for it by going to the login page, enter the username to attempt a login, then use the "Forgot Password" link to reset the password. The password reset email will be sent to the actual email address that the username is based upon.
Once you have set a password for the child account, you can use the child account username and password instead of your normal login credentials to connect via the API.