AGENCIE

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Campaigns

Create a campaign Campaign planning Deliverables Campaign team Publishing schedule Generate production

Clients

Create client Client playbook Client reports & notifications Contacts Client access

Daily Operations

My Work Workflow Calendar Connect Google Calendar Reviews and approvals Blockers Notifications Understanding deadlines and ownership

Getting Started

What is AGENCIE?Create your agency Add your team Add your first client Run your first piece of content

Gigs

When to use gigs Create a gig Submit gig work Review gig work

Settings

Profile Agency settings Appearance Status

Team & Access

Invite employees Understanding roles & permissions Multiple roles Multiple agencies Workspace switching Remove a team member Multiple roles

Troubleshooting

I can't see a workspace A task isn't showing Calendar doesn't match My Work Invitation already accepted Permission denied Wrong agency selected Google Calendar isn't updating

Help/Settings

Agency settings

Manage workspace-level settings.

PARTIALFor OWNER

Current Status

Agency settings has a dedicated owner-only route, but the settings surface is still lightweight.

Who Can Use It

Owners can access agency settings. Non-owner roles should not see or use agency settings.

Planned Direction

Agency settings should eventually include workspace identity, billing, role customization, and operational defaults.

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Current Status Who Can Use It Planned Direction