How Agencify works

Learn how Workspaces, clients, and operational areas define the context of your actions.

5 minutes read

Updated Jul 15, 2026

Reviewed Jul 15, 2026

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Before you begin

Access to an active Agencify Workspace.
Sign in to the correct account.

Expected result

By the end, you will understand the difference between the active Workspace and the selected client, and you will know how to confirm the context before viewing data or taking action.

Before you start

The Workspace brings together the company, team, and integrations. Within it, each client organizes the work for one brand or business. The selected client determines which Campaigns, Resources, Reports, and History entries appear.

Requirements

Be signed in to the correct account.
Have access to an active Workspace.
Have access to at least one client to use operational areas.

Permissions

Owners, Admins, Members, and Viewers can navigate Agencify. What each person can view or change depends on their role and assigned clients.

Steps

Check the name shown under Active workspace at the bottom of the sidebar.
Use Switch workspace if you need to enter another company.
Open the operational area you need, such as Campaigns or Resources.
Use the client selector in that area to choose the correct client.
Check both names again before creating, editing, pausing, activating, or deleting anything.

Sidebar card showing the active Workspace. — Check the active Workspace in the sidebar card. Open the sidebar and check the name shown under Active Workspace.

Campaigns selector showing Cliente de Testes as the active client. — Check the active client in the operational area selector. Find the client selector and check the name before taking action.

Validation

The displayed data should belong to the selected client. Client and date selections may remain saved across pages, sessions, and devices.

Troubleshooting

If a client is missing, confirm that it belongs to the active Workspace.
If you are a Member or Viewer, ask an Owner or Admin to check your client assignment.
When you switch Workspaces, Agencify may automatically select the first client you can access.

Limits and safeguards

There is no single global client selector in the sidebar. Its location varies by area. Switching clients in Campaigns can start a new provider read and update local data, but switching alone does not change provider campaigns.

Roles, permissions, and team access.
What Agencify reads, syncs, and changes.
How to switch clients safely.

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