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Agency overview

Monitor client workspaces and jump into the work that needs attention.

The Agency view summarizes client workspaces when your account has the relevant access. It helps identify backlogs but does not replace checking a post or message inside its own workspace.

Use the overview

  1. Open Agency in the sidebar.

  2. Confirm which client workspaces are included in the view.

  3. Review the available modules for publishing queue, failures, approvals, social-message backlog and usage.

  4. Open a specific count to inspect the underlying items in the correct workspace.

  5. Check the workspace name again before making a change.

Make the counts useful

Prioritize failed or overdue work, then upcoming approvals and empty schedules. Check date boundaries and timezone labels when an overview count differs from a workspace list. A high backlog count may represent different things: unfinished drafts, failed publications and messages awaiting review need different actions. Read the item state rather than clearing a whole category blindly.

Protect client separation

Keep client content, reports and access links scoped to the intended workspace. Use Connect Links for account authorization and Client review for content approval. Review account-specific usage in the appropriate settings before changing a client's capacity or plan.

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