Configure Your Agency's Global Settings
Overview of Agency Company Settings
The Agency Company Settings are your central hub for managing your agency's identity, branding, and platform-wide features. These settings apply across all client sub-accounts you manage, allowing you to deliver a consistent and professionally branded experience. From here, you can set your agency's core details, customize the login experience, and enable advanced tools for all your accounts.
Accessing Agency Company Settings
To access these settings, navigate to your Agency Dashboard. Click the Settings gear icon located in the bottom-left navigation panel, then select the Company tab at the top of the settings page. You will see three primary tabs: Basic Details, Whitelabel, and Advanced Settings.
Basic Details Tab
This tab contains the foundational information about your agency and controls for enabling key platform features.
Company Information
Update your agency's core identity here. The details you enter, such as your Company Name, Email, Phone, and Website URL, will be used in client-facing areas like login portals and system emails. You can also specify your Business Category, Niche, and Usage Type (e.g., Agency).
Address and Time Zone
Enter your agency's physical address. This information may be used in templates and for compliance. Setting your agency's primary Time Zone is crucial, as it affects the scheduling and timing of automations, workflows, and campaigns across your accounts.
Feature Toggles
This section allows you to enable or disable powerful tools for all sub-accounts under your agency. Available toggles include:
- AI Employee: Enables an AI assistant to handle repetitive tasks.
- Workflow AI: Allows the use of AI logic within workflows.
- Auto-complete Address: Improves form usability by suggesting addresses.
- Premium Triggers & Actions: Provides access to advanced triggers and actions for use in workflows.
- Domain Purchase: Allows clients to purchase domains directly within the platform.
- Template Library: Enables sharing of funnels, websites, and other templates across your agency.
Whitelabel Tab
This tab is dedicated to customizing the visual branding that your clients see.
Logo and Branding
Upload your agency's logo to replace the default branding. This logo will appear in key areas such as the login screen, the main application header, and notification emails. For best results, use a logo that is clear and professional, with recommended dimensions of 350px by 180px and a file size under 2.5 MB.
Favicon
A favicon is the small icon that appears in a browser tab. While there is not a single agency-wide favicon setting in the Company Settings, you can set favicons in specific areas of the platform for a branded look. You can configure favicons individually for Websites & Funnels (via the site builder), the Client Portal (in sub-account settings), and Membership/Course sites (via the theme customizer).
Custom Domains
Replace the default platform URLs with your own branded domains for a seamless white-label experience.
- Whitelabel Domain: Set a custom domain for your agency's desktop login portal. This removes platform branding from the login page your clients use.
- API Domain: Configure a branded domain for system-generated links (like tracking links). This can be set at both the agency and individual sub-account levels.
Advanced Settings Tab
This tab contains configuration options for security, user experience, and optimization.
Security and Session
Manage how users interact with the platform. You can set a Session Timeout duration, which determines how long a user can be inactive before being automatically logged out for security.
Client-Facing Experience
These settings influence the onboarding and navigation for your clients. Options may include toggles to simplify the main menu for new users or to hide certain advanced features to create a cleaner, more focused experience within their sub-accounts.