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Set up your agency

Your agency is your team's shared workspace: projects, catalog, and members are grouped together.

Create an agency​

If you just signed up:

  1. Enter your agency name
  2. Confirm creation

Your agency is created and you are the owner.

Join an existing agency​

If a colleague invited you:

  1. Open the invitation email
  2. Click the link to join the agency
  3. Sign in or create an account if needed

Invite colleagues​

  1. In the main menu, click your agency name
  2. Go to Members
  3. Click Invite a new member
  4. Enter the email and choose the role
  5. Click Send invitation

For role details, see Member management.

Configure the agency​

From the agency menu, you can also:

Next step​

Continue to Create a project and add a product.