Manage page overview

Manage page is a collection of pages, designed to help you to set up and manage your agency. Manage page link can be found on the top menu.

Note: Availability of specific pages and manage page in a whole is defined by appropriate user permissions. By default, manage page is available for agency administrator only.

Agency details. On this page you can set up some details for your agency like name, country, currency, specialization and so on. This data will be used throughout the system like in notification, scope output, deliverable and ratecard creation and so on, so please fill it carefully. Agecy logo can be uploaded here as well.

Integration settings. Here you can set up integration with 3rd party traffic provider to import clients and export created scopes.

Clients. This is the place to create and store your client's data.

Rate card. On this page, you can create and manage rate cards. Rate card is the essence of your agency in scope creation process since it stores all the data about your agency departments, roles and rates, which are used to calculate the scope total cost.

Members page is the user's managing center. Using it you can invite new members and manage roles and permissions for existing ones.

Groups. Here you can create or manage groups within your agency to use the power of collaboration.

Output page is used to set up output options for the scope.