Overview
The Agency Portal is a feature for accounting firms and consulting companies that manage Mynt accounts for multiple client companies. It provides centralized access to all client accounts through your own Mynt company account.
Note: The Agency Portal must be activated by Mynt. Please contact our support team to request access.
Accessing the Agency Portal
Log in to your Mynt company account
Navigate to the Agency Portal section in the main menu
Features
1. My Companies
The overview displays all client companies assigned to you.
Available information:
A list of all companies assigned to you
Status of expenses and purchases for each company, including number without receipts, ready for export, etc.
Functionality:
Time filtering: Select a specific time period to filter the displayed data
Direct access: Click on any company to log in directly to the client company
2. Register New Company
The “Register New Company” button creates a new client company that is automatically linked to your agency.
Registration process:
Click the “Register New Company” button
Enter the required company information:
Company name
Organization number
Contact person’s name
Email address
Submit the registration
3. Permission Management
The Permissions section controls which users in your agency can access specific client companies.
How permissions work:
Navigate to the Permissions section
View a matrix of users and client companies
Check or uncheck boxes to grant or remove access
Changes are saved automatically
Permission effects:
When access is granted, the company appears in the user’s dashboard
The user can click to manage that company
Access can be revoked at any time by unchecking the box
4. Departments
Under the Departments tab, you can manage and control different permissions within the system. Here, you can specify which companies a specific person should have access to.
Only administrators can modify these settings. Users who have permissions for different companies will only see the companies they have been granted access to in their view. This ensures that each user only has access to information relevant to their role.