Start by Role - AgencyKey

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.

Choose your path

Path	Use it when you need to	Start
Owner	Create the agency, protect access, connect creators, organize the team, and review billing	First Agency Setup
Manager	Coordinate creator access, employees, shifts, account health, and reports	Manager: Your First Day
Chatter	Work with assigned creators, fan conversations, Scripts, and media	Chatter: Your First Day

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

Before any first day

Use your own AgencyKey login. Owners create an agency; invited employees choose Join a team in Registration.
Confirm your time zone when AgencyKey asks. Reports, shifts, and scheduled work depend on it.
Enable 2FA and save recovery codes with CRM Account Security.
Open the account menu under your avatar to check your group, roles, and My access. Then use the Dashboard and Sidebar to confirm the expected creators and sections are available.

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.