Add an existing LeadTruffle account to an Agency account

Intro

Step 1: Get the Code

1. Head to Company Settings in the Settings tab in the desired Company Account

2\. Scroll down to Agency Management, then reveal and copy the "Join Agency" code

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Step 3: Enter the code in the Agency Portal

1. Head to your Agency Portal
2. Click "Companies"
3. Click "+ Join Existing Company"
4. Past the code in "Join Code"
5. Click "Join Company"

If done correctly, you should now see the Comapny Account listed in your Companies, and you can easily log in using the "Login as Admin" button:

Updated on: 02/04/2026