Who Uses This
Agency management is designed for:- Marketing agencies managing content for multiple clients
- Freelance teams serving several brands from one account
- Internal teams operating multiple product lines or regional sites
Accessing the Agency Panel
The Agency panel appears in the sidebar footer for users with agency-level access. Navigate to Agency to open the centralized dashboard.What You Can Do
Multi-Site Management
View all client websites, manage access, and track activity from one place
Team Management
Assign team members to client sites with per-site role control
Dashboard Sections
| Section | What It Shows |
|---|---|
| Websites | All managed client sites with activity status, content volume, and integration health |
| Users | Team members across all sites — who has access where, what role they hold |
| Opportunities | Shared business opportunities tracked across clients |
| Settings | Agency-wide defaults for new workspaces, branding, notifications |
| Cleanup | Maintenance tools for archiving stale content and removing test data |
Key Workflows
Onboarding a New Client
- Create a new website workspace from the agency dashboard
- Configure brand guidelines, ICPs, and voice settings for the client
- Invite client team members with appropriate roles (viewer or editor)
- Assign your team members as admins
- Connect integrations (WordPress, HighLevel, etc.)
Cross-Client Content Strategy
Use the agency dashboard to compare:- Which clients have strong content coverage and which have gaps
- Publishing velocity across clients
- Content types being produced for each client
- Shared opportunities that could benefit multiple clients