Start here
Agency and client workspaces
Choose the correct agency and client context
AgentixFLO separates agency-level management from client-level advertising operations so campaigns, assets, intelligence, and reporting remain correctly scoped
What this workspace includes
- Agency dashboard and client cards
- Active agency and client context
- Client dashboard and quick actions
- Client-specific sidebar
Complete workflow
- 1
Choose an agency
Open the agency you are working for
- 2
Select a client
Use the dashboard client card
- 3
Confirm the header
Check the client identity before creating work
- 4
Return when switching
Go back to the agency dashboard before choosing another client
How records and settings behave
- Client data stays with its client record
- Agency settings apply across eligible clients
- Global utilities preserve client context when appropriate
Working effectively
- Use clear client names and branding
- Check connected accounts during onboarding
- Keep one browser tab per active client when comparing
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 and client workspaces?
Open the agency you are working for
When is my work saved?
Client data stays with its client record
How do I confirm the result?
Return to the related list or detail view and review its current status. Global utilities preserve client context when appropriate