For agencies
Run campaigns for your clients from one agency workspace. Link client brands, act as them, and report back.
Before you start
- Your workspace type is set when the account is created. You cannot change a brand workspace into an agency workspace later.
- Agency plans are sold by contract. There is no self-serve agency purchase. Contact Cyrqle to start an agency licence.
- An agency workspace holds no campaigns of its own. It holds links to client brand workspaces, and you work inside those brands.
- You need the agency owner or admin role to add clients or change client access.
How agency access works
Every client you work on is a separate brand workspace. A link joins your agency to that brand and carries an access level.
There are two ways to get a client:
| Route | What you get | Who decides |
|---|---|---|
| Create managed brand → | A new brand workspace you own and operate. The link is active at once, at Admin level. | You |
| Request access ↗ | A link to a brand that already exists on Cyrqle. | The brand owner |
The access level on the link is Read, Editor or Admin. The product shows the level in the client list under access and on the client page as Permission cap.
| Level | What the agency can do |
|---|---|
| Read | View campaigns, drafts, reports. Can't change anything. |
| Editor | Run campaigns + manage drafts. Can't change billing or members. |
| Admin | Full access except deleting the workspace. |
The access level caps everyone in your agency, including the agency owner. An agency owner on a Read link cannot buy credits, add the payout card or turn on usage-based billing. Cyrqle refuses the action and names the level the brand must grant.
Two ways to open a client
- View ▸ opens the read-through client page. You stay in your agency context and you cannot change anything.
- Act As ▸ switches you into the client brand workspace. You work as the brand. Cyrqle records each edit against your own user account.
Campaigns, briefs, drafts, money and content walls all live inside the client brand. Open the client first, then work.
Who pays
A brand you create as a managed brand is billed to your agency. Its usage counts against your agency licence. A brand that already existed and granted you access keeps paying for itself.
See Managed brands for the licence rules.
Pitfalls
- A brand is not told that you asked for access. Cyrqle sends no email and no in-app message when you use Request access ↗. The brand owner finds the request only by opening their Linked agencies page. Contact your client yourself.
- Creating a managed brand does not email the brand owner either. Cyrqle builds an invitation link and shows it on screen. You must copy that link and send it.
- An agency workspace cannot own a campaign. The New campaign button in an agency workspace opens a screen that asks you to pick a client first: "Campaigns belong to a brand. Open the client you want to launch for."
Reference
- Your dashboard: the portfolio view and its numbers.
- Clients: request access, set the level, scope your team.
- Managed brands: create a brand for a client, and hand it over.
- Reports: white-label reports and exports.