Account Set-Up
Your Akkio account is your personal workspace within your agency’s organization. This guide walks you through how your account fits into the larger structure, and how to get set up in minutes.
How Accounts Are Structured
There are three key layers to every Akkio setup:
Personal Account Your individual login tied to your name and email. This is where your preferences and activity live.
Organization Account Your agency’s shared environment. This is where teammates are added, roles are assigned, and settings are managed centrally.
Client Teams Dedicated workspaces under your organization where you collaborate on specific clients. You’ll be able to switch between teams based on your access.
Setting Up Your Personal Account
Sign up via invite or email domain If your org has SSO or domain access enabled, you'll be guided automatically.
Complete your profile Update your name, title, and appearance settings.
Set your password You can also enable additional security options in your profile under Settings.
Joining or Creating an Organization
If your agency already uses Akkio, you’ll be prompted to join upon sign-in.
If you’re the first user, you can create a new organization and invite teammates after setup.
You must be an Admin or Owner to manage org-level settings or create client teams.
Connecting to Client Teams
Once your personal account is connected to an organization:
You’ll be added to one or more Client Teams, depending on your role.
Each client team has its own members, agents, audiences, and data.
You can toggle between teams using the dropdown in the top nav.
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