Help Center › Getting Started
🚀 Getting Started
Logging in, your first workspace, adding clients and inviting the team.
Getting Startedfrom the Help Center
How to log in to Agency OS
Where to sign in, how workspaces work, and what to do if you belong to more than one agency.
Getting Started▶ Includes video
A tour of Agency OS: what lives where
A map of the app so you know which tab to open for pipeline, clients, projects, reporting, admin and settings.
Getting Startedfrom the Help Center
Adding your first client
Create the client, set the website, connect data sources and apply a project plan.
Getting Startedfrom the Help Center
Inviting your team
Add teammates, choose their role, and send (or copy) the invite link.
Getting Startedfrom the Help Center
Where the Get Started checklist went
The setup checklist hides itself once your workspace has data. Here is how to get back to it, and where the step-by-step videos live.
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