Agency settings

Settings holds the agency-wide defaults: your name, logo and colours, the currency and time zone everyone works in, the operating systems you can pick for servers, and the rules that protect sign-in. Open it from the profile menu (your initials at the top right) → Settings.

The screen has three tabs (callout 1): General, Operating systems and Security.

General

Setting	What it does
Branding	Your agency name, logo and interface colours. Click Edit branding (callout 2).
Default currency	Used for costs, prices, renewals and reports. Choose USD, EUR, GBP, AED or CAD.
Timezone	Used for activity timestamps, renewals and notifications. Choose Lebanon (Asia/Beirut), UTC, Dubai, London or New York.

Currency and time zone are saved together (callout 3): change either one, then click Save changes.

Change your branding

1. On the General tab, click Edit branding.
2. Set the Agency display name.
3. Enter the Primary color code and Secondary color code as hex codes (for example #6B2CF5), or pick them with the colour swatch. The app updates as you type so you can preview the result.
4. Under Agency logo, choose a PNG, JPG or WebP file of up to 2 MB. A square 400 × 400 px image works best.
5. Click Save branding. If you click Cancel, AgencyOS asks before throwing away your changes.

Your agency name and logo also appear to your clients in the client portal, unless a Digital Marketing workspace has its own branding. See The client portal.

Operating systems

This tab keeps the list of operating systems your team can choose when adding a server in Infrastructure. Each entry has a Display name, Family, Version and Status.

Click Add operating system to add one, or Edit on a row to change it. Use Filter by status to narrow the list.

Security

The Security tab protects everyone’s sign-in.

Require two-factor authentication

With Two-factor authentication set to Required, new team members must set up an authenticator app before they can use AgencyOS, and everyone is asked for an authenticator code when they sign in with a password. Each person sets up their own app in Your profile.

Limit sign-in to your office networks

The IP allow-list lets your agency use AgencyOS only from public IP addresses you trust, such as your office internet connection. It applies to everyone, administrators included.

1. Type a single public IP address, or a network range in CIDR form (an address followed by /24, for example), and click Add address. Repeat for every network your team works from.
2. Switch the IP allow-list to Enabled.
3. To remove an address, click the × next to it.

Active sessions

Active sessions lists the signed-in sessions of everyone in your agency, with when each one was Created and was Last active. Click Terminate to sign a session out, for example after a lost laptop. AgencyOS never guesses locations, so none are shown.

Recent login history

Every sign-in attempt from the last 7 days, with the email that was used, the time, the IP address and whether it worked. Older records are removed automatically.

Audit history and recycle bin

• Audit history shows the latest changes and security events. Click Open activity history for the full, searchable list. See Activity history.
• Recycle bin lists archived clients, websites, services, servers, providers, operating systems and integrations from the last 90 days. Click Restore to bring one back. See Deleting and restoring.