Agencies
Create client records and use per-page agency filters.
What it is for
Agency lets you create and edit client organizations (name, description, optional logo URL) so you can organize domains, schedules, and lists with local filters.
When to use it
- You manage several client environments in one account.
- You want Domain or History lists filtered by client.
How to do it
Step 1 — Open Agency
Go to Agency in the Account group.
Step 2 — Add agency
Click Add agency, fill the form, then Save new agency.
Step 3 — Edit or delete
Use Edit / Save changes, Delete, Cancel, or Refresh as needed.
Step 4 — Link work elsewhere
On Domain, Schedule, History, Compare, or Proof of fix, use the page’s agency filters or assignment controls when shown (All / Unassigned / Clear).
Good to know
- Agency filters are per page — there is no global agency switcher for the whole app.
- This is not SSO, multi-org login, or advanced RBAC.
- If Agency shows it is not available yet, see Feature not available.
Common problems
My filter shows no rows.
Switch to All or Clear, confirm domains/schedules are assigned, then Refresh.