Configure
Agency settings
Manage shared agency identity, team context, and workspace configuration
Agency Settings controls configuration that applies across the agency rather than one client
What this workspace includes
- Agency profile
- Team and shared access
- Billing and credit context
- Shared workspace preferences
Complete workflow
- 1
Open Agency Settings
Return to the agency-level navigation
- 2
Choose the category
Identify the shared setting
- 3
Update and save
Apply the intended agency configuration
- 4
Verify client impact
Check an eligible client workflow
How records and settings behave
- Agency settings can apply across clients
- Personal settings remain account-specific
- Credit context reflects agency usage
Working effectively
- Use agency settings only for shared behavior
- Review team access regularly
- Confirm scope before saving
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 settings?
Return to the agency-level navigation
When is my work saved?
Agency settings can apply across clients
How do I confirm the result?
Return to the related list or detail view and review its current status. Credit context reflects agency usage