Glossary

The words you’ll meet in AgencyOS, in alphabetical order.

Agency

Your company’s account in AgencyOS, with its own team, clients, data, branding and plan. See Create your agency.

Autosave

The post editor saves your changes as you work and shows “All changes saved”. See Create a post.

Campaign

A paid ad campaign you track: status, the ad platform’s review and the posts it promotes. See Campaigns.

Campaign request

A brief for your media buying team describing a paid campaign. See Campaign requests.

Cross post (post group)

One idea published to several platforms, with one shared workflow and a version per platform. See Cross posts.

Destination

Where a post publishes: a connected social account, or manual publishing. See Publishing.

Lifecycle state

Whether a post is active, blocked, cancelled or archived, separate from its stage. See Editorial workflow.

Module

A major area of AgencyOS, such as Digital Marketing, Domains & Infrastructure or Outsources, that your agency can use. See Welcome tour.

Outsource

An outside person you work with: an influencer, model, photographer, videographer or freelancer. See Working with outsources.

Permission

Access to a screen or an action. People get permissions through the privileges of their role. See Roles and permissions.

Plan limit

The most of something your plan allows, such as team users or clients. See Plans and limits.

Portal client

A person at your client who can sign in to the client portal to review content. See Give clients portal access.

Post

One piece of social content for one platform, from idea to publication. See Create a post.

Privilege

A switch on a role that grants permissions, for example “Edit all posts”. See Roles and permissions.

Provider

A company you buy services from, such as a domain registrar or hosting company. See Providers.

Public approval link

A link that lets a client review and approve a post without signing in. It expires after 14 days. See Public approval links.

Publishing state

Whether a post is not scheduled, scheduled, publishing, published, failed, awaiting review, or needs manual publishing. See Publishing.

Purge

Permanently deleting a record. It can’t be undone. See Deleting and restoring.

Readiness

The checklist a post must pass before it can move on, such as a caption, media and a future date. See Editorial workflow.

Recycle bin

Where archived and deleted records wait until they are restored or permanently deleted. See Deleting and restoring.

Renewal cycle

How often a domain, hosting or server service renews, for example yearly, and the steps from upcoming to renewed. See Renewals.

Role

A named set of privileges, such as Administrator or Designer, given to each team member. See Roles and permissions.

Social account

A client’s profile on a platform, connected to their workspace so AgencyOS can publish there. See Social accounts.

Stage

Where a post is in the editorial workflow: Content Idea, Client Approval – Content, Production / Design, Client Approval – Final Design, or Scheduling / Publishing. See Editorial workflow.

Version

A saved snapshot of a post that you can preview and restore. See Versions.

Workspace

The place for one client’s social media work: posts, accounts, media and brief. See Workspaces.