Frequently asked questions

Short answers. Follow the link in each answer for the details.

Getting started

How do I start using AgencyOS?

Create your agency, sign in as the owner, then follow the first steps checklist: profile, team, branding, clients and Digital Marketing. See First steps checklist.

How do I add my team?

Go to Team users and click Add user. Send an invitation or create the account yourself, and choose a role. See Team users.

Can I control what each person can see and do?

Yes. Each person has a role, and each role has privileges. You can edit the standard roles or create your own. See Roles and permissions.

Can I use my own logo and colours?

Yes. Click your agency’s logo at the top of the sidebar to change the logo and brand colour. See Welcome tour.

Is there a dark mode?

Yes. Use the moon or sun button in the header. See Welcome tour.

Clients

How do I add a client?

Open Clients and add one, or import many from a CSV file. See Clients.

Can my clients sign in?

Yes. Give a client portal access and they can review and approve content and follow their calendar. See Give clients portal access.

Can a client approve a post without an account?

Yes. Send them a preview link from the post while it waits for approval. It lasts 14 days. See Send content for client review.

Digital Marketing

What is a workspace?

A workspace holds one client’s social media work: posts, social accounts, media and brief. See Workspaces.

How do I post the same thing on several platforms?

Create a cross post by ticking several platforms when you create the post. See Cross posts.

Why can’t I schedule my post?

The post must reach Scheduling / Publishing and pass the readiness check: title, caption, media, a future date and a destination. See Editorial workflow.

Does “scheduled” mean my post is live?

No. Only a publishing status of Published means the platform accepted it. See Publishing.

Why does a post say Manual Publishing Required?

That format or destination can’t be published automatically. Post it by hand, then click Mark as published. See Publishing.

Which social platforms can I connect?

Facebook, Instagram, LinkedIn, TikTok, YouTube, X and Snapchat. See Social accounts.

Can I write a comment the client won’t see?

Yes. Comments are Internal only by default; choose Visible to client to share one. See Comments and mentions.

Does AgencyOS run our paid ads?

No. Campaign requests and campaigns help you brief and track paid work, but the media buyer runs ads in the ad platform. See Campaign requests.

What can the AI do?

Suggest ideas, plan a month, write captions, build creative prompts, suggest posting times and audit the month. A person always approves. See AI features.

Operations

How do I track domain and hosting renewals?

Add the client’s websites and services; renewals appear with their due dates and statuses. See Renewals.

Can I import my existing data?

Yes, from CSV files in the Import Center. Download a template first. See Import Center.

I deleted something by mistake. Can I get it back?

Usually, yes: archived and deleted records can be restored until they are permanently deleted. See Deleting and restoring.

Can I see who changed what?

Yes. Activity history records important changes and sign-ins. See Activity history.

Notifications, plans and help

How do I stop getting some notifications?

Administrators choose which notifications are sent, and how, in Notification settings. See also Notification center.

What happens when I reach a plan limit?

You can keep using what you have, but you can’t add more until you upgrade or free up space. See Plans and limits.

How do I change plan?

Go to Plan & Billing. See Plan and billing.

Where do I get help for the screen I’m on?

Click the ? button in the header. It opens this guide on the page about that screen. See also Troubleshooting.