Agency Management Guide | Agency Builder Pro
Master the essential tools for managing your agency in Agency Builder Pro. This guide covers everything from initial setup to managing collaborators and clients, helping you streamline your agency operations.
Agency Setup and Management
- 1. Agency Setup:
- • Set agency name
- • Add agency description
- • Configure domain settings
- • Upload profile image
- 2. Collaborator Management:
- • Add team collaborators
- • Set collaborator roles
- • Remove collaborators
- • Manage permissions
- 3. Client Management:
- • View client list
- • Track client websites
- • Monitor site usage
- 4. License Management:
- • View license status
- • Track tier limits
- • Monitor active sites
💡 Pro Tip
Keep your agency profile up to date and regularly review collaborator access to maintain security and efficient operations.
Frequently Asked Questions
How do I add collaborators to my agency?
Use the collaborator management section to add team members. You can specify their roles and permissions when adding them to your agency.
Can I change my agency's domain?
Yes, you can update your agency's domain through the agency settings. Make sure to verify domain ownership after making changes.
How do I track my agency's sites?
The dashboard shows all active sites across your clients. You can monitor the number of sites and track usage against your plan limits.
What happens if I reach my site limit?
You'll need to upgrade your plan or remove inactive sites to add new ones. The system tracks your site usage and will notify you when approaching limits.
How do I manage client access?
You can view and manage all your clients through the client management section. Track their sites and monitor their usage within your agency.
What's included in my license?
Your license includes specific site limits and features based on your chosen tier. You can view these details in the license management section.
