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Choose a path by what you are responsible for. AgencyKey roles can be customized, so two people with the same job title may see different pages and actions.

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Choose your path

If you are the Owner, complete the setup checklist before inviting the team or handing over daily work.

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Before any first day

  1. Use your own AgencyKey login. Owners create an agency; invited employees choose Join a team in Registration.
  2. Confirm your time zone when AgencyKey asks. Reports, shifts, and scheduled work depend on it.
  3. Enable 2FA and save recovery codes with CRM Account Security.
  4. Open the Dashboard and Sidebar to check your group, role, creator access, and available sections.
If a page, creator, or button is missing, your current permissions or assignments may not include it. Ask the Owner or someone who can manage team access to review your setup; do not share another person’s login.
Need help with a term or a blocked step? Open the Glossary or Help Center.