Welcome tour

AgencyOS keeps every part of your agency in one place. Every screen shares the same frame: a sidebar on the left for moving between areas, and a header along the top for notifications, your account and the light or dark theme.

The sidebar

The sidebar (callout 1) lists the areas your role can open. Groups with an arrow open to show their screens, and only one group is open at a time.

Item	What you find there
Overview	Your agency dashboard: upcoming renewals, record counts and recent activity. See Overview dashboard.
Clients	The companies you work for. See Clients.
Tasks Management	Meetings, My Tasks, All Projects, Manage Projects, followed by a shortcut to each of your projects.
Digital Marketing	Manage Workspaces, Calendar, Campaign Requests, Publishing, Media Library and Analytics & Reports.
Domains & Infra	Renewals (with a count of renewals that need action), Websites & Hosting, Infrastructure and Providers.
Outsources	Influencers, Models, Photographers & Videographers and Freelancers.
Reports	Financial reports and the import center.

At the top of the sidebar you see your agency’s logo and name. Use Collapse to shrink the sidebar to icons and Expand to bring the labels back; AgencyOS remembers your choice on this device. On a phone or small window the sidebar is hidden: open it with the menu button at the top left.

The header

• Search (callout 2) appears on the Overview screen and filters what it shows. Most other screens have their own search box above their table.
• Light or dark mode (callout 3): the moon or sun button switches the theme. Your choice is remembered on this device, and this Help Center opens in the same theme.
• Help for this page: the ? button opens this guide in a new tab, on the page about the screen you’re on.
• Notifications (callout 4): the bell shows a badge with your unread count. Open it to see mentions, approvals and updates. See Notification center.
• Your account (callout 5): your photo or initials open the profile menu.

Some screens also place their own title and main button in the header, for example Create workspace on the workspaces screen.

The profile menu

The profile menu shows your name and role, links to account and agency settings, the Help Center, and Sign out. You only see the settings your role can manage:

• Profile edit: your name, photo, password and sign-in security. See Your profile.
• Team users: invite teammates and manage roles. See Team users.
• Integrations, Settings, Notifications (notification settings) and Plan & Billing.
• Help center: opens this guide in a new tab.

Press Esc or click outside the menu to close it.

Your agency’s branding

Administrators who can manage agency settings can click the logo at the top of the sidebar to open Branding. Changes preview live in the sidebar while you edit.

1. Click your agency logo at the top of the sidebar.
2. Edit Agency display name, then set the Primary color code and Secondary color code as hex values such as #6B2CF5.
3. Under Agency logo, choose a PNG, JPG or WebP file (about 400 × 400 px, up to 2 MB).
4. Click Save branding. Click Cancel to discard your changes.

Light and dark mode

Every screen works in both themes. Pick whichever is easier on your eyes; it doesn’t change anything for your team or your clients.

Loading, empty and error states

You’ll see the same few states across AgencyOS:

• Loading: grey placeholder rows or cards appear while data loads. Wait a moment; they’re replaced by your records.
• Empty: a short message such as “No records match the selected filters.” If you filtered or searched, click Clear filters to see everything again.
• Error: a message explains what couldn’t load, usually with a Try again button. If it keeps happening, check your connection or contact support.
• Plan limit: a banner such as “Pro plan limit reached” appears when your plan doesn’t allow more of something. See Plans and limits.
• Unsaved changes: if you close a form after editing it, AgencyOS asks before discarding your changes.