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Agency

Agency workspaces

Create and manage client workspaces under an Agency plan.

Create and manage client workspaces under an Agency plan.

Current Terlido Agency New Client interface
The current Terlido Agency New Client interface. Fictional demo data is shown for documentation.
Terlido Agency screen for managing client workspaces
The current Agency screen. Fictional demo clients show agency campaign, activity, seat, and member totals.
Agency workspaces workflow diagram
A page-specific visual summary of the verified agency behavior described below.

How to use it

Open the agency area, create a client workspace, and manage it with inherited agency-admin access.

Important behavior

Agency access is entitlement-gated and remains tenant-scoped.

Enrichment and AI credits

Track credits used by enrichment and AI-assisted writing.

Admin console overview

Operate Terlido's internal administration area.

On this page

How to use itImportant behavior