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One InstaForge platform can run several agencies. Each agency has its own team, clients, assistants, branding, legal details, billing and alerts, and never sees another agency. The platform owner creates the agencies, decides how many assistants each may have and which features it gets, and can pause one. This page is for the platform owner. Agency admins don’t see any of it: for them InstaForge looks exactly as before.
The Platform page

The Platform page: add an agency (1), open one (2), features turned off (3), a paused agency (4)

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Add an agency

1

Click New agency

On the Platform page, click New agency (1).
2

Name it and invite its first admin

Type the agency’s name and its first admin’s name and email, and pick their language. The admin gets an invitation by email to choose a password, then invites the rest of their team on the Users page.
3

Set the limits

Set an Assistant limit (leave it empty for no limit) and turn off any features the agency doesn’t get. Click Create and invite.

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Assistant limit and features

Click the pencil next to an agency to change its name, assistant limit, features or your own notes about it.
Editing an agency

Editing an agency: the assistant limit (1) and its features (2)

  • Assistant limit: the limit counts assistants, not clients, so a client with two Instagram accounts uses two. Once an agency reaches it, New client and Add an assistant are greyed out, and the clients list shows how many they have of how many they may have.
The assistant limit on the clients list

An agency admin sees their assistant limit on the clients list

  • Features: a feature that’s turned off disappears from the agency’s menus and its public pages close (for example the shop page). The agency’s settings for it are kept, so turning it back on restores everything.

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Open an agency

Click Open (2) to work inside an agency as its admin would: set up its first clients, check something for them, or fix a problem. The agency you’re in shows at the top left, next to the logo. Click it to switch to another agency or go back to all agencies.
Switching agency

Switching agency from the top of any page

Agency admins never see your account in their Users list, and you don’t get their alerts or weekly emails.

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Pause an agency

Click the pause button next to an agency, for example when they stop paying. While it’s paused (4):
  • its team is signed out and can’t sign in,
  • its assistants stop answering on Instagram, WhatsApp, Messenger and the website,
  • its booking pages, shop and website chat close.
Nothing is deleted. Click the play button to resume it and everything works again.

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What stays with the platform owner

Everything that existed before agencies (the team, clients, assistants, branding and settings) became the first agency. Nothing changed for its people. Rename it on the Platform page if you like.
No. Clients, assistants, people, conversations, numbers and settings of other agencies look like they don’t exist.
No, an email address belongs to one agency. Use a different address for the second one.