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 members, roles, and creator access.

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 Activate to switch to that agency context, or Deactivate when you want to return to your personal workspace.
5. Open the top navigation context selector and choose No active agency to clear the active agency when needed.
6. When an agency is active, its card shows an Active badge.

First-Time Setup as Owner

Create your agency

1. Open Dashboard > Agencies and click Create Agency.
2. Enter an agency name and optional description.
3. Click Create Agency.
4. Open the new agency card from the list.
5. If your plan does not allow creating or managing agencies yet, follow the upgrade flow shown in FBuddy.

Set and keep the right active context

1. On the agency overview, click Activate to work in that agency context.
2. When you need your personal workspace, click Deactivate.
3. If helpful, use No active agency from the top navigation context selector to clear the active context.
4. From the overview cards, open Members, Invitations, Restricted Words, Message Statistics, Roles, CRM Creators, and Extension Creators as needed.

Owner Workflow

Manage members

1. Open the agency overview.
2. Open Members.
3. Click Invite member, enter email, and set role.
4. Use the role dropdown to set a member role such as Chatter, Creator, or Admin.
5. Use the row action menu to remove a member when needed.
6. Open Roles to adjust what each role can do in the agency.

Manage invitations

1. Open Invitations from the agency overview.
2. Review pending invitations.
3. Use the row menu to Resend invitation or Cancel invitation.

Control which agency creators are active

1. Open CRM Creators or Extension Creators from the agency overview.
2. Review the current account summary:
   • Active / Max when your plan has a creator limit.
   • Active / Total linked accounts when a max is not set.
3. Use account actions to:
   • Activate
   • Deactivate
   • Delete in CRM Creators only (remove access from the agency)

If you do not see Activate in a creator action menu, the agency may have reached its active creator limit.

Open the right creator surface

• Open CRM Creators to manage CRM-linked creators.
• Open Extension Creators to manage creators used by extension tools.

CRM Creators shows Activate, Deactivate, and Delete actions. Extension Creators shows Activate and Deactivate access actions.

Creator controls vary by agency permissions and whether you opened CRM Creators or Extension Creators.

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

If you need help with creators, check the max creators line at the top of CRM Creators or Extension Creators, or ask the agency owner for a plan update.

Configure agency-wide settings

Go to Overview to access quick entry points for:

• Open Restricted Words: add, edit, and remove word or phrase filters for direct messages.
• Open Roles: configure who can do what in this agency.
• Open Message Statistics: review message activity for agency messages.
• Open CRM Creators and Open Extension Creators: manage shared creator access.

Manage agency lifecycle

1. Open Rename 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

• A teammate does not appear in Members after invite: ask them to accept the invitation from their email link and sign in with the same account.
• 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 its active creator limit; deactivate one account or check the agency plan limits.
• Invitations do not appear: open the Invitations page for the correct agency and refresh.
• Invitations list is empty: ensure you have selected the correct agency and you are signed in with an owner or admin account.