Agency Dashboard

The Agency addon comes with Centralized Management so you can monitor and access your client instances, track commissions, invite new clients, and transfer ownership all from one interface.

If you have an Agency addon, Centralized Management is accessible under the Agencies you manage section.

Permissions and views may vary depending on the role your Agency admin defines for you.

Access Centralized Management

Accessing the Agency Dashboard

From the left-hand side on the instance selection screen, click on the name of your agency, and choose Dashboard.

Click on the client instance to connect to it, or access their instance settings by clicking the ⚙️ icon. From this screen, you can also get an overview of the client instance's usage and other metrics, giving you easy visibility into the current status.