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Agency Manager (add agencies, contacts, fees, report access)

Use this guide to manage agencies in Agency Manager—add a new agency/contact, set booking fees, and control report access.

Written by Sarah Murray

Before you start

  • You’ll need permission to access/edit Agency Manager.
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Add a new agency/contact

  1. Open Agency Manager
    Click the cog icon (top-right) → select Agency Manager.
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  2. Add a New Agency Contact
    Click the green Add Company Agency button (top-right).
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  3. Choose or create the agency
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  • Use Search to select an existing agency, or
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  • Click Or add a new Agency to create one.
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4. Enter contact details

Add Agency Contact Name, Contact Number, and Contact Email.

5. Enable and set booking fees (optional)

  • Toggle Placement Fee and/or Shift Fee On.
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  • Enter the fee values.
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6. Allow report access (optional, permissions-based)
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  • Tick Can View Reports? to grant access to the Agency Invoice Report.
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7. Save
Click Save (green button).
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Edit or delete an agency/contact

  • In Agency Manager, use the Actions column:
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    • Cog icon → Edit the agency/contact or fee settings.
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    • Bin icon → Delete an agency/contact that’s no longer needed.
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Troubleshooting

  • Can’t see “Agency Manager”: You may lack permissions—ask your Company Admin.
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  • Can’t find an agency in search: Use Or add a new Agency to create it.
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  • “Can View Reports?” not visible: Report access is permissions-based; ask your admin.
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  • Need help? Click the chat button in the bottom-right corner of the screen to contact our support team.

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