Settings
Agency, clients, team, and branding
Manage workspace identity, customer access, membership, roles, and presentation
Agency and workspace settings control who can work in the CRM, which client context they can access, and how supported customer-facing experiences appear
What this workspace includes
- Agency dashboard
- Clients and access
- Team members and roles
- Branding and invitations
Complete workflow
- 1
Review agency context
Open the agency workspace
- 2
Maintain clients
Confirm available customer contexts
- 3
Manage team
Invite or update members with appropriate roles
- 4
Update branding
Review supported shared experiences
How records and settings behave
- Roles determine available actions
- Client access limits customer contexts
- Branding applies to supported public and shared views
Working effectively
- Use least necessary access
- Review invitations and membership
- Keep customer-facing identity current
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Agency, clients, team, and branding?
Open the agency workspace
When is my work saved?
Roles determine available actions
How do I confirm the result?
Return to the related list or detail view and review its current status. Branding applies to supported public and shared views