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Review your agency presentation

Agency settings controls the agency features available to your workspace.

About 1 minute

AI-generated narration. Captions and a written transcript are available.

Transcript

Agency settings controls the agency features available to your workspace. Review the current configuration and your access before making changes. These options can depend on your plan.

Review the available branding controls and any preview. Use the real agency identity you want clients to see. Check logos, text, and contrast at the sizes clients will use.

If you use a custom domain, follow the supplied setup and verification instructions. A saved domain value does not mean the domain is verified or serving correctly.

After your team completes setup, check the actual client-facing page and its links. Keep verification and access boundaries intact. Review the whole journey before announcing it to clients.

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