Owner Guide

An agency is your team workspace in FBuddy. Use it to share agency tools with invited team members while you and your admins handle account controls, members, and workspace setup.

Accessing Agency Owner Controls

1. Open FBuddy and go to Dashboard > Agencies.
2. On the Agencies page, pick an existing agency card or create a new one.
3. Open an agency card to go to its Overview screen.
4. In that agency, click Set Active to switch to that agency context, or Use Personal to return to your personal workspace.
5. When an agency is active, it shows an Active badge.

First-Time Setup as Owner

Create your agency

1. Open Dashboard > Agencies and click Create Agency (only available to paid plan accounts).
2. Enter an agency name and optional description.
3. Click Create Agency.
4. Open the new agency card from the list.

Set and keep the right active context

1. On the agency overview, click Set Active to work in that agency context.
2. When you need your personal workspace, click Use Personal.
3. From the overview cards, open Members, Invitations, Roles, Restricted Words, Message Statistics, and Creators as needed.

Owner Workflow

Manage members

1. Open the agency overview.
2. Open Members.
3. Click Add member, enter email, and set role.
4. Use the role dropdown to set a member as Chatter, Creator, or Admin.
5. Use the row action menu to remove a member when needed.
6. Open Roles to adjust permissions for default and custom agency roles.

Manage invitations

1. Open Invitations from the agency overview.
2. Review pending invitations.
3. Use the row menu to Cancel invitation if a pending invite is no longer needed.

Control who is active in the agency

1. Open Creators from the agency overview.
2. Review the current account summary:
   • Active accounts
   • Total linked accounts
   • Max available creator slots
3. Use account actions to:
   • Activate
   • Deactivate
   • Delete (remove access from the agency)

If the Activate action is disabled, the agency has reached its active account slot limit.

If you need help with slot limits, check the active/max line on Creators, or ask the agency owner for a plan update.

Configure agency-wide settings

• Go to Overview to access quick entry points for:
  • Restricted Words
  • Message Statistics
  • Creators
  • Roles
• Restricted Words: add, edit, and remove word or phrase filters for direct messages.
• Roles: control what each role can see or change in the agency.
• Message Statistics: review sending activity for agency messages. This is available to owners and admins.
• Creators: add, edit, assign members to, activate/deactivate, and remove accounts linked to the agency.

Manage agency lifecycle

1. Open Edit on the agency overview to change the agency name.
2. Use Delete if you need to permanently remove the agency.

Notes for Owners

• Owner role includes full agency control.
• Admin members can help manage members, accounts, and settings, but owners still have full agency control.
• This page is for owner workflows only. If you are an invited team member, see the Member Guide.

Troubleshooting

• Create Agency button is not visible: You need an active paid plan to create a new agency.
• A teammate does not appear in Members after invite: ask them to accept the invitation from their email link and sign in.
• An agency account stays inactive: open Creators, then choose Activate from that account's actions.
• An account action is disabled: your agency may have reached account slot limits; deactivate one account or increase your slot quantity in billing.
• Invitations list is empty: ensure you have selected the correct agency and you are signed in with an owner/admin account.