workflow · Agency

Open the agency dashboard

Cross-tenant rollup.

3 min to completeagencyUpdated 2026-05-26 · v2
Launch this workflow
Opens /agency in your workspace

Why use this

You open the agency dashboard to see every client tenant's status, usage, and revenue in one view.

Benefits:

  • Surfaces problems across clients in one glance
  • Replaces opening each tenant one at a time
  • Drives daily agency operations from one screen

Who this is for: Agency. Time to complete: ~3 minutes.

Outcome

You see the cross-tenant rollup.

Steps

  1. Open /agency.
  2. Skim widgets.

Related

  • help-agency.