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AgencyKey lets you stay signed in to several CRM accounts and open each agency in its own window. Account switching is available only in the desktop app.

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Multiple accounts (desktop only)

Install and open the AgencyKey desktop app first. In a browser, sign out and sign in normally instead of using this workflow.

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Adding a new profile

  1. Click on your avatar in the top-right corner
  2. Click Add Profile at the bottom of the menu
  3. Log in with your credentials in the new window
  4. The new profile will appear in your profile list

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Switching accounts

The profile menu separates the current profile from Other profiles or Saved profiles:
  • Click another signed-in profile to open it directly in its own window
  • A saved profile without an active session shows Sign-in required
  • The current profile is highlighted in the native Profiles menu; the macOS Dock menu uses the same profile list
  • Each profile keeps its own session and window
Profile name and avatar settings are documented under Personal settings.

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Keyboard shortcuts

Use keyboard shortcuts for quick account switching: Shortcuts work for the first 9 profiles in your list.

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Isolated sessions

Each AgencyKey account works in its own window and keeps a separate signed-in session:
  • Each window shows only the selected agency and the data available to that account
  • Signing out in one window does not sign out the other accounts
  • Actions in one account don’t affect others
  • You can work with different teams or agencies simultaneously
Before an important action, check the agency name and profile in the current window so you do not update the wrong workspace.

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Account switcher on login page

When you have multiple accounts in the desktop app, the login page displays your account list in the top-right corner. You can click on any account to open its window directly, without going through the profile menu first.

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Window restoration on restart

The desktop app remembers which account windows were open when you quit. On the next launch, it automatically reopens only those account windows, restoring your previous workspace.

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Sign out or remove a profile

These actions are different: To sign out from the current profile:
  1. Click on your avatar in the top-right corner
  2. Click Sign Out
  3. You will be redirected to the login page
In the desktop app with multiple profiles, signing out only affects the current window. Other profile windows remain active.
During a temporary impersonation session, the menu shows End session instead of the device-removal action. End the temporary session to return to your own profile.