# Set Up and Manage Your CookieYes Agency Sites

Learn how to add and manage client sites in your CookieYes agency account, including plans, free trials, trial cancellations, and team invites.

---

**Categories:** 
**Published:** August 13, 2026
**URL:** https://www.cookieyes.com/documentation/cookieyes-agency-account-setup/

---

Your CookieYes agency account is the central place to manage every client site you handle. This guide introduces the essential tasks: adding and configuring sites, managing plans and trials, and inviting your team.

## Prerequisites

Before you begin, ensure you have:
- An active CookieYes agency account. If you don't have one, [sign up on CookieYes](https://www.cookieyes.com/partners/agency/application/?source=Document_CYAgency).

## Add sites to an organisation

Follow the steps below to add sites in an organisation:

1. Log in to your CookieYes account.
2. Click **+ New site**. 
![agency_dashboard.png](https://assets.cookieyes.com/agency_dashboard_3e2d9c147e.png)
> **Note**
> : You can also click 
> **+ Add your first site**
>  or 
> **Add site(s) >**
>  to start the same flow.
3. In the window that opens, provide the following:
- **Organisation**: Select your organisation from the dropdown.
- **Site URL**: Enter the site URL.
- **Plan**: Select a plan.
![add_sites.png](https://assets.cookieyes.com/add_sites_8e2b9c735d.png)
4. Click **+ Add site** to confirm the site.
5. Click **Start 30-day free trial** to begin the trial and add your payment details.
![start_trial.png](https://assets.cookieyes.com/start_trial_961c98a2c3.png)

> **Tip**

> Repeat **steps 3 and 4** **to add further sites **before starting the trial. Any number of sites, across any combination of plans, can be added in a single transaction. For how site count affects pricing, see [How billing and discounts work for agency accounts](http://cookieyes.com/documentation/agency-partner/agency-discounts-and-billing).
>

## View your sites

Click **View all websites** from the dashboard to open the list of sites across all your organisations. Each site can be managed from this list.
![view_all_sites.png](https://assets.cookieyes.com/view_all_sites_5d250b5c5f.png)

## Set up a site

Install the consent banner to make a site live:

1. On the **View all websites** screen, locate the site and click **Start setup** against it.
> **Note**
> : 
> **Start setup **
> is also available on the dashboard, against each site.
2. Follow the setup screens to deploy the cookie banner on the client's website. 
> **Note**
> : See the 
>  for full instructions on deploying the banner.
![start_setup.gif](https://assets.cookieyes.com/start_setup_e00fb78939.gif)

> **Note**

> After you start setup, the **Start setup** button becomes **Manage site**.
>

## Change a site's plan

1. On the **View all websites **screen, locate the site and click **Change plan** against it.
![change_plan.png](https://assets.cookieyes.com/change_plan_18aad5e639.png)
> **Note**
> : 
> **Change plan**
>  is also available on the dashboard, against each site.
2. Select the new plan and confirm.
![new_plan.png](https://assets.cookieyes.com/new_plan_80b45f5e93.png)
> **Note**
> : For how plan changes affect your billing, see 
> .

## Cancel a trial

A trial can be cancelled at any time before it converts to a paid subscription:

1. On the **View all websites** screen, locate the site in trial and open its options menu.
2. Select **Cancel trial**.
3. Review the confirmation popup. If the cancellation would lower your discount tier, the popup states this and explains how to retain the current tier.
4. Click **Cancel trial** to confirm, or dismiss the popup to keep the trial.
![cancel_trial_plan.gif](https://assets.cookieyes.com/cancel_trial_plan_526c4bb6df.gif)

> **Note**

> The **site remains live until the end of the trial period**, after which the trial is cancelled and the site is removed from your account and its banner is deactivated. Click **Reactivate trial** before then to retain the site. See [How billing and discounts work for agency accounts](http://cookieyes.com/documentation/agency-partner/agency-discounts-and-billing) for the effect on your discount.
>

## Delete a site

1. On the **View all websites** screen, locate the site and open its options menu.
2. Select **Delete Site**.
3. Review the confirmation popup. If the deletion would lower your discount tier, the popup states this and explains how to retain the current tier.
4. Click **Delete site **to confirm, or dismiss the popup to keep the site.
![delete_site.gif](https://assets.cookieyes.com/delete_site_8f9be68c29.gif)

> **Note**

> **Deletion is immediate and can't be reactivated**. You can add the site again later, but it starts from scratch as a new site. It also changes your paid site count and may lower your discount tier. See [How billing and discounts work for agency accounts](http://cookieyes.com/documentation/agency-partner/agency-discounts-and-billing).
>

## Invite your team

Follow the steps below to add new users to the organisation.

1. In the CookieYes dashboard, click **Invite your team >**.
![invite_team.png](https://assets.cookieyes.com/invite_team_627f5a2646.png)
2. In the modal, provide the following: 
- **Organisation**: Select your organisation from the dropdown.
- **Email address**: Enter the user's email address.
- **Role**: Select a role.
3. Click **Invite user**.
![invite_new_user.png](https://assets.cookieyes.com/invite_new_user_af00499afe.png)

> **Note**

> You can also invite a user from the profile menu. **Open the profile menu**, go to the **Team **tab, and click **+ Invite new user**.
> ![team_tab.png](https://assets.cookieyes.com/team_tab_0cbd0ea1de.png)
>

> **Note**

> The invited user receives an email with the invitation.
>


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