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

Profile

Manage your personal AGENCIE profile.

AVAILABLEFor OWNER, MANAGER, MEMBER

What You Can Manage

Profile settings store your personal user details such as name and basic preferences.

Where To Find It

Open the profile menu and choose My Profile.

Workspace Difference

Your profile is universal. Your roles and memberships are different per agency.

PreviousReview gig work NextAgency settings

On This Page

What You Can Manage Where To Find It Workspace Difference