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What can I do in Agency Admin?

A guide to every Agency Admin setting on your white label platform: what each page does, how to open it and how to change your settings after the Setup Wizard.

Your Setup Wizard is done and your white label platform is live. From here on, everything you need to run your agency lives in one place: Agency Admin.

This guide takes you through each Agency Admin page, one at a time: what it's for, what the settings mean and how to change them.

What is Agency Admin?

Agency Admin is your agency's control centre. It's where you manage your clients, your prices, your branding and everything your clients see on your platform.

Only agency owners and staff can open it. Your clients never see it.

How to open Agency Admin

Click your profile (your avatar) in the bottom-left corner, then click Agency Admin. Your agency dashboard opens automatically.

All the Agency Admin pages are listed in the left-hand menu.

Already done in the Setup Wizard

You'll have already done some of these steps in the Setup Wizard. If you ever want to change them, we'll show you how.


What's in this guide

Work through them in order, or jump straight to the one you need.

1. Dashboard

A one-glance health check of your agency: active clients, wallet credit, leads, recurring revenue and money collected this month.

2. Client Management

See who your clients are, invite new ones, and manage their accounts and credit.

3. Billing

Change what your clients pay and check your Stripe connection.

4. Token Allocation

Control how much AI each client can use, and see who's using the most.

5. Branding

Change your company name, tagline, logos and colours.

6. Connectors

Choose which apps (like Gmail or Slack) your clients can connect to your platform.

7. Domain Settings

The web address where your clients log in.

8. Email Settings

The email address your platform sends invites, password resets and login codes from.

9. Mentor Settings

Choose which mentors your clients see, and create your own mentors trained on your knowledge.

10. Editor

Create your own tools and edit them any time.

11. Flows

Package several tools into one guided, step-by-step journey for your clients.

12. Trainings

[one line to add once you send me the Trainings page]


Ready to start?

Click below to begin with your Dashboard.


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