How To’s and information about your Agency Settings are nested into the Agency Settings folder. This section walks you through the configuration options that control how your agency operates across all sub-accounts & locations.

Use these guides to manage agency-level preferences, branding, billing, team access, & the global defaults that apply to every client account you manage.

Frequently Asked Questions #

What are Agency Settings? #

Agency Settings are the top-level controls that govern your entire agency account, including global defaults, branding, billing, & team permissions that flow down to your sub-accounts.

Who can access Agency Settings? #

Access to Agency Settings is typically restricted to agency administrators & owners. Sub-account users do not have visibility into these agency-level controls.

Do Agency Settings affect all sub-accounts? #

Many agency-level settings establish defaults that apply across every sub-account, though individual sub-accounts can often override specific options where permitted.

Where do I find Agency Settings? #

Agency Settings live in the agency view of your dashboard, separate from individual sub-account settings. You must be in the agency-level context to see them.

Can I change Agency Settings later? #

Yes. Agency Settings can be updated at any time, & changes generally take effect immediately or apply to newly created sub-accounts going forward.