First steps checklist

Follow these steps in order after creating your agency. Each step links to a page with full detail. The numbers in the screenshot show where each step starts.

1. Complete your profile. Open your initials in the header (callout 1), choose Profile edit, then add your photo and check your sign-in security. Your profile
2. Brand your agency. Click the logo at the top of the sidebar (callout 2) to set your agency name, colors and logo. Branding
3. Invite your team. In the profile menu choose Team users, then Add user. Choose Send invitation so each person sets their own password, enter their name and email, and pick a role; roles decide what they can see and do. Invitations expire after 72 hours. Team users · Roles and permissions
4. Add your first client. Open Clients (callout 3) and click Add Client. Have a list already? Import it from a CSV file. Clients · Import and export clients
5. Create a workspace for the client. Open Digital Marketing (callout 4), choose Manage Workspaces and click Create workspace. Fill in the brand brief so your team writes on-brand content. Workspaces
6. Connect the client’s social accounts. On the workspace row click Connect social accounts. Social accounts
7. Create your first post. Open Calendar and create a post for the workspace. Create a post
8. Send it to your client for approval. Invite the client to the client portal, or share an approval link. Send content for client review

Optional next steps

• Track domains, hosting and renewals: Renewals.
• Plan internal work in projects: Manage Projects. Every new agency starts with five ready-made projects.
• Choose which events notify your team: Notification settings.
• Check what your plan includes: Plans and limits.