> ## Documentation Index
> Fetch the complete documentation index at: https://www.pickfu.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Account Management

> How PickFu Certified Agencies and consultants can manage client accounts, run polls on a client's behalf, and keep billing and poll history separate.

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The PickFu Account Management feature allows agencies and consultants to manage their clients’ PickFu accounts directly. This makes it easier to run polls on behalf of clients while keeping costs and account data organized.

## Benefits of Account Management

* **Run polls on behalf of clients** using their stored payment methods.

* **Keep polls organized and costs segregated** between accounts.

* **Clients retain access to their poll history**, even if they stop working with the consultant.

* **Clients maintain full control** and can revoke access at any time.

## Enabling Account Management

The Account Management is available to [PickFu Certified Agencies](https://www.pickfu.com/agencies?f_pickfu-proficiency=pickfu-certified). The feature must be enabled for your account before you can start managing client accounts. Contact us to request access. Please note, all tests run on client's account will be charged to the card they have on file and not the agency's.

## How to Request Access to Manage a Client Account

1. Navigate to **Settings** in your PickFu account.

2. Click on **Managed Accounts**.

3. Click **Request Account Management** and enter your client’s email.

4. Your client will receive an email request to approve or reject account management.

5. Once approved, the client will see your account listed under their **Account Managers** section.

## Managing a Client’s Account

1. Go to **Settings > Managed Accounts**.

2. Find the approved account you want to manage.

3. Click **Act As** to start managing the client’s account.

4. A banner will indicate that you are managing the account.

5. To stop managing, click **Stop Managing** to return to your account.

## Revoking Access

Clients can remove a manager at any time by navigating to their **Account Managers** section and revoking access.

This feature is a great way for agencies and consultants to streamline their PickFu workflow while ensuring clients retain control and visibility over their data.

***

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