Create your agency

Creating an agency takes a few minutes: choose a plan, enter your agency name and work email, then activate the owner account from the email AgencyOS sends you. The first time you sign in, you secure the account with Google or an authenticator app.

1. Choose a plan

1. Open AgencyOS and click Create an agency workspace under the sign-in form.
2. Choose Monthly or Yearly billing. Yearly prices are shown per month and billed once a year.
3. Pick a plan card (Free, Starter, Pro or Agency). Each card lists its workspaces, team members and posts per month.
4. Click Continue with followed by the plan name.

Not sure which plan fits? Start on Free; you can upgrade at any time from Plan & Billing. Compare limits in Plans and limits.

2. Enter your agency details

1. Type your Agency name and Work email. This email becomes the owner account.
2. On the Free plan, click Create free workspace; no payment method is needed. On a paid plan, click Continue to secure checkout to pay with Dodo Payments.
3. Or click Continue with Google to create the agency with your Google account instead.

Use Change plan or Choose another plan to go back. Your time zone is taken from your browser; you can change it later in Agency settings.

3. Activate the owner account

AgencyOS emails an invitation to the work email you entered. Open the link to reach Create your owner account.

1. Enter Your name.
2. Choose a Password and type it again in Confirm password.
3. Click Activate owner account. You return to the sign-in screen.

4. Sign in for the first time

1. On Sign in to AgencyOS, enter your Email address and Password, then click Continue. Or use Continue with Google.
2. The first time, AgencyOS asks you to Choose how to finish setup:
   • Connect Google lets you sign in with either your password or Google.
   • Use authenticator adds a second step with an authenticator app (Google Authenticator, Microsoft Authenticator, Authy or similar).
3. If you chose an authenticator, scan the QR code (or open Can’t scan the QR code? to type the setup key), enter the 6-digit code and click Verify and sign in.
4. Save the recovery codes AgencyOS shows you in a password manager, then click I saved these codes. Each code works once if you lose your phone.

If you set up an authenticator, every later password sign-in asks for its current code after your password.

Forgot your password?

1. On the sign-in screen, click Forgot password?.
2. Enter your email and click Send reset link.
3. Open the email, enter your email and a new password twice, then click Reset password.

Accounts that only use Google sign-in have no password to reset; use Continue with Google.

Joining an agency as a team member

If an administrator invited you, you don’t create an agency. Open the invitation email and follow the link:

1. On Team invitation, choose a Password and confirm it, then click Continue.
2. Finish setup with Connect Google or Use authenticator, as above.

Your administrator chooses your role, which decides what you see. See Team users and Roles and permissions.

If your account isn’t active

If you see Your account is not active, an administrator has archived your user or your agency’s access is paused. Ask your agency administrator, or see Troubleshooting.