Introduction to Agency Admin

Office Administrator users can access Agency Admin to manage system settings, integrations with third party platforms, users, user settings and accounting/reporting.

The menu within Agency Admin is split into three main areas - Settings, Marketing Settings and Libraries.

For further information on each, please see the relevant helpdesk article for each page.

Agency Settings

• Agencies
  
• Agents & Users
  
  • User Permissions
  • User Notifications
• Alerts & Deadlines
• Integrations
• Settings
• Teams
• 
  

Marketing Settings

• Custom Items
• Image Settings
  
• Bundles
• Packages
• Quote Templates
• Default Quote Items
• Task Pricing (Signboards)

Libraries

• Document Library
  
• Image Library
• Saved Artworks
• Template Gallery