Agency Setup

Run social signal tracking for multiple clients from a single Teamfluence account — with clean data separation and full control over each workspace.

What you will learn

• How agency workspaces work - How the workspace structure keeps client data separate, and what agency features unlock when you set up Teamfluence as an agency.
• Setting up client workspaces - How to create a team space for each client, add the right users, and get the accounts setup.
• Managing multiple clients - How to switch between workspaces, stay organised across clients, and choose between managing the accounts yourself or having clients self-serve.

Before you start

Agency features are not enabled by default. To get started, contact the Teamfluence team and let them know you are setting up an agency workspace. The team will enable agency features on your account.