Platform requirements
Use a current version of a supported browser for the web app and the latest AgencyKey desktop release for creator connections. The browser extension adds supported in-page tools, but it does not replace the desktop app for connecting creators.
Setup checklist
1. Create and verify the Owner account
Register with an email you control, verify it using the most recent code from AgencyKey, and sign in. The first sign-in asks you to confirm your time zone before you continue.2. Secure the CRM account
Open Settings → Account, upload a profile image if needed, and enable at least one two-factor authentication method. Save the recovery codes before closing the setup dialog. See CRM account security.3. Install the desktop app
Download and install the latest AgencyKey desktop app on each computer that will connect creators or use the built-in OnlyFans workspace. Sign in with each person’s own AgencyKey account; do not share the Owner login.4. Connect the first creator
In the desktop app, open Accounts, click Add Creator, choose the available proxy option, and complete the sign-in in the OnlyFans window. Additional OnlyFans verification may be requested. Follow Adding Accounts for the full connection and verification flow.5. Review data sharing before regular work
For new agencies, AI Recon Sharing and Platform Stats Sharing default to Entire CRM. This is the broadest sharing pool. To opt out for one creator, open Accounts and change the relevant sharing chip to Don’t share. To change the agency default, use Sharing settings on the Accounts page. Review both fields because they are configured separately. See Data Sharing.6. Create groups and roles
Create the group structure first, then review the permissions of the starter roles or create custom roles. Grant only the pages, actions, and data scope each job needs. See Roles and Groups.7. Invite team members
Invite each person with their own email, place them in the correct group, and assign only the required roles and creators. Ask the recipient to use the invitation promptly. Use Managing Employees to invite them and Assignments to verify roles, group, and creators.8. Review billing
Open Billing to check the agency balance, each creator’s trial or subscription status, upcoming charges, and the people who may top up or manage renewals. See Billing.Before you hand off the workspace
- Keep the Owner account with the agency owner.
- Give Admin only to people who require full operational access.
- Confirm that every employee has the intended group, role, creator assignments, and data scope.
- Confirm the sharing level for every connected creator.
- Store CRM recovery codes somewhere secure and separate from the signed-in computer.
- Keep enough agency balance for upcoming renewals.
How to confirm the setup is ready
Your first setup is complete when:- the Owner can sign in with 2FA and has the recovery codes;
- the first creator shows Connected;
- a test employee can sign in with their own account and sees only the assigned creators and features;
- the agency has reviewed both sharing defaults and the current billing state;
- the team knows whether daily work must be done in the web app or desktop app.