Agency

Your agency portal at a glance

The admin portal where you run the business - Today, Clients and Work - plus roles and settings.

I'm using the platform as a
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As an agency you have a dedicated admin portal, separate from the client-facing insight dashboard. It's the command centre for managing every client in one place. The design is deliberately calm: colour means "needs attention", and each client shows a single clear status.

The main navigation

  • Today - a cross-client overview: which clients need you right now, ordered by urgency (churn risk, blocked items, things to review). Healthy clients stay quietly out of the way.
  • Clients - the portfolio. A card per client showing logo, a single status, connected platforms and last report date. This is where you add clients and open any client's management page.
  • Work - the cross-client Work Queue: every task across every client in one list, filterable by client, status, assignee and owner.

A More menu holds the rest: the master social Calendar, Brain Health, and Settings.

Settings

Under Settings you'll find:

  • Team - invite teammates, set roles, and manage external client users.
  • Integrations - your agency-level manager accounts (Google MCC, Meta Business Manager, TikTok Business Center), AI provider keys and telephony keys.
  • Domains - white-label custom domains.
  • Signup codes - trial codes for self-serve-style clients.
  • Workspace - your branding (name, logo, accent colour, support email).

Roles

  • Owner - one per agency. Gets the setup tour on first login and can replay it.
  • Admin - full access, including integrations, team and settings.
  • Analyst - reports, content and the work queue; not settings or integrations.
  • External users - your clients. They only ever see their own insight dashboard, never this portal.

First time in?

A guided setup tour walks a new owner through connecting integrations, adding the team, and finding the Work Queue, Calendar and Brain Health. You can replay it any time from the dashboard. Start with Adding & managing clients.