Set up your agency account
Everything you need to get your Mally agency console live — from creating your account to configuring your sending domain and adding your first client.
Creating your console account
Your agency console is the central hub where you manage all client sub-accounts, campaigns, and platform settings. To get started, navigate to the Mally sign-up page and register with your agency email address.
If you are on Mally Cloud, go to /app/signup and complete the registration form. Enter your full name, agency name, email, and a strong password. If you are on a Mally Tenant instance, your platform admin will have sent you a login link and temporary credentials instead.
Mally Tenant users
On a Tenant deployment, the first account created automatically receives the agency_owner role. If Mally provisioned your instance, your initial credentials are in the welcome email we sent at go-live.
- 1Go to /app/signup (or your Tenant URL)
- 2Enter your agency name, email address, and a secure password
- 3Submit the form — you will be redirected to verify your email
- 4Check your inbox for a verification email from Mally
- 5Click the verification link — your account is now active
Verifying your email
Email verification is required before you can send campaigns or provision client accounts. The verification email comes from noreply@mally.click (or your Tenant's sending address). Check your spam folder if it does not arrive within a few minutes.
If the link has expired, go to your account settings and click Resend verification email. Verification links expire after 24 hours for security.
Once verified, you will see a green "Verified" badge next to your email in Account Settings. You can now access the full console.
Configuring your platform URL and sending domain
Before inviting clients or sending campaigns, set up your platform identity. Go to Console → Settings → Platform. Here you configure:
- Platform name: The name shown to clients on their dashboard and in system emails (e.g. "Acme Email Platform").
- Platform URL: Your domain, e.g. mail.youragency.com. This is the URL clients use to log in.
- Logo: Upload a PNG or SVG. Appears in the nav, login screen, and outbound system emails.
- Support email: Where clients are directed when they need help. Defaults to your account email.
Next, configure your sending domain. Go to Settings → Sending Domains and click Add domain. Enter the domain you want to send from (e.g. mail.youragency.com). Mally will show you the DNS records you need to add to verify ownership and enable DKIM signing.
Why set a sending domain first?
Without a verified sending domain, your campaigns will be held and not sent. Domain verification typically takes a few minutes after you add the DNS records, but can take up to 24 hours depending on your DNS provider's TTL.
Adding your first client
Client sub-accounts are isolated workspaces — each client has their own subscribers, campaigns, automations, and settings. They log in to the same platform but can only see their own data.
To add your first client, go to Console → Clients → Add Client. Fill in:
- 1Client name (shown in your console list and on their dashboard header)
- 2Client email address (used for their login)
- 3Plan (determines feature access and sending limits)
- 4Domain (optional — used for their white-label subdomain if configured)
Once created, the client receives a welcome email with their login link and a temporary password. They will be prompted to set a new password on first login. You can also log in as a client from your console using the View as client button — useful for setup and troubleshooting.
The agency_owner role
The agency_owner role is the highest permission level on the platform. An agency owner can:
- Create, edit, suspend, and delete client sub-accounts
- Access any client's dashboard and act on their behalf
- Configure platform-wide settings (domain, branding, gateways)
- Manage sending gateways (AWS SES credentials)
- Create and manage other agency-level team members
- View aggregate sending statistics across all clients
- Set per-client plan limits and feature flags
You can also create agency staff accounts with limited permissions — for example, an account manager who can view client campaigns but not change platform settings. Go to Console → Team to manage agency-level users.
Never share your agency_owner credentials
The agency owner account has full access to all client data and platform settings. Create separate team accounts for each person on your team rather than sharing the owner login.