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If your organization is set up as an agency, 3RD adds tools for running many client brands from one place. You can group brands by client, give each brand its own license, start free demo brands for pitches, and send a client its own invoice.
3RD sets up agency organizations with you. Your agency’s plan is a custom deal, so the Plan page in organization settings points you to your 3RD account manager instead of self-service plans. To become an agency, email gethelp@get3rd.com or speak to your 3RD contact.
All the settings on this page live in organization settings. Open the account menu and choose Organisation.

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Who can do what

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Client accounts

A client account groups the brands that belong to one client, for example a client with four brands. A brand is in at most one client account, or in none. A client account can be empty. Open Organisation → Accounts. Agencies see this page as Accounts; other organizations see it as Brands. Each client account is listed with its brands. Brands that aren’t in a client account are listed under Single brand accounts. The License column shows what each brand runs on:
  • Pooled — the brand draws on your organization’s shared plan.
  • Demo — a free demo brand.
  • A plan name — the brand has its own license.
Any add-ons a brand holds show next to it, for example +1 add-on.

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Create a client account

1

Click Add account

On the Accounts page, click Add account.
2

Name it and pick its brands

Enter a name. Under Brands to put in it (optional), tick the brands that belong to this client. You can also leave it empty and add brands later. A brand that is already in another client account moves to the new one.
3

Choose who else gets access

If you picked brands, click Next. Under Also give access to, tick anyone who should get the client’s other brands. Nobody’s current access changes unless you tick them.
4

Create it

Click New client account.

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Move, rename or delete

  • Move a brand. Click Move to… on the brand’s row and choose a client account. Moving a brand into a client account asks who else should get it. Choose Single brand accounts to take it out of its client account. Moving a brand out changes nobody’s access.
  • Rename or delete a client account. Open the More actions menu next to its name. Deleting a client account ungroups its brands, and its add-ons go back to your organization. Nobody loses access to any brand.
You can’t delete a client account that has its own invoice. Move its brands out and cancel its add-ons first.
Access is still given per brand. Grouping brands doesn’t give anyone access on its own. See Member access.

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Brand licenses

With brand licenses, each brand gets its own plan. A brand’s features and limits follow the plan it’s assigned. Brands without a license of their own draw on your organization’s pooled plan. Open Organisation → Brand licenses. The page has two tabs: Brand licenses for your regular brands, grouped by client account, and Demos for your demo brands.

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Change a brand’s license

1

Open the brand

Click Edit license on the brand’s row.
2

Choose or buy a license

Under Choose unused license, pick a plan your agency already owns but hasn’t assigned. Or, under Add new license, buy a new one for this brand.
3

Add add-ons (optional)

Under Add-ons, assign spare add-on units your agency owns, or buy more.
4

Save

If you’re only assigning what you own, click Save. If you’re buying something, click Buy and save, check the total, and click Buy.
New licenses and add-ons are added to your agency’s subscription, and charges are prorated to the end of the current billing period.

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Bill a license separately

When you buy a new license, turn on Bill this license separately to give it its own invoice, due in 14 days. Use this when a client pays for their own brand. Some plans can only be billed on their own invoice. If the brand’s client account has its own invoice, the license goes on that invoice instead.

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Cancel a brand’s license

You can cancel a brand that has its own license without affecting your other brands.
1

Open the license

Click Edit license on the brand’s row, then Cancel license….
2

Choose the last day

Pick the brand’s Last day. The earliest date you can pick follows the license’s notice period.
3

Confirm

Click Cancel brand.
Billing for the brand stops on that date and its tracking pauses. Add-ons bought for the brand stop too. Its data stays available to view. Until the last day, the brand shows Cancelling on that date, and you can click Undo to keep it running.

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Demo brands

A demo brand lets you show a prospect their results before they sign. Demos are:
  • Free for 5 days.
  • Outside your brand slots. A demo doesn’t use one of your licenses, so you can start one even when all your brand slots are in use.
A banner on the demo brand shows when it ends. When the demo ends, tracking stops, and its results up to then stay in 3RD. Manage your demos on the Demos tab of Organisation → Brand licenses:
  • Renew a demo to run it for another 5 days from today. Renewing a live demo replaces the time it has left. Renewing an ended demo resumes tracking today, and the days since it ended stay empty.
  • Convert a demo to a full plan when the client signs. The demo ends, tracking carries on, and the brand keeps its history. The plan is added to your next invoice, prorated for the rest of the period. You can choose Invoice this brand separately to get an invoice with the brand name on it that you can pass on to your client. Owners and admins can convert demos.

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Add a brand as an agency

Click Add brand in the brand switcher. On the first screen, choose what the brand runs on: If all your brand slots are in use, only Demo is available. Then choose Quick setup or Guided setup, as for any brand. If you’re an owner and your organization has client accounts, you can also pick the brand’s Client account on the first screen. Choose None (single brand account) to leave it ungrouped. If you pick a client account, you can tick who else should get the new brand under Also give access to.
If the brand is created but its license can’t be bought or assigned, 3RD tells you. Finish it from Organisation → Brand licenses.

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Client billing

A client account can have its own invoice, so a client pays for their own brands directly. On Organisation → Brand licenses, click Account billing next to a client account’s name. The dialog has two parts:
  • Invoice. Turn on Invoice [client] separately. The client account gets its own invoice, sent to your billing contact, for its brands’ licenses and its add-ons. Each line moves to the new invoice at its next renewal, so nothing is charged twice or credited back. 3RD shows which lines move and when before you confirm. A brand billed in another currency or for a different period keeps its own invoice. Turning it off moves the lines back to the agency’s invoice at their next renewal.
  • Shared prompts. Prompt add-ons pooled across the client account’s brands. Assign your agency’s spare units, or buy more. Purchases are charged now, prorated to each invoice’s next renewal.
New licenses and add-ons bought for a client account that has its own invoice go straight onto that invoice.

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Account portfolio

The Account portfolio gives you one view across all your client brands: visibility and its change, rank, sentiment, and task activity per brand. Open it from the brand switcher. If you have client accounts, use the By brand and By account switch to see brands one by one or grouped by client account.

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Member access

Access is given per brand. To change what someone can see, open Organisation → Members and edit the person. Under Brand access, brands are grouped by client account. Brands that aren’t in a client account are listed under Other brands. Each client account has an All brands in [client] switch. Turning it on gives the person Full access to every brand in that client account they don’t already have. Brands they already have keep their current access level. Turning it off removes their access to all of that client account’s brands. You can still set each brand’s level one by one.