# Welcome to AgencyTitan

> Sign in, find the main areas of the agency app, and choose a first-week path.

URL: https://www.agencytitan.com/help/getting-started/welcome/

Use this page to get into the agency app and start useful work. For definitions and how records relate, see [Core Concepts](/help/getting-started/core-concepts/).

## Who this is for

New agency team members. Owners and users with the **Administrator** role can also use it as a first-week checklist. Your role and permissions control which pages and buttons you see.

## Sign in and choose your agency

1. Open the agency app ([/login](https://app.agencytitan.com/login)) and sign in.
2. Confirm the agency name in your avatar menu. If you belong to more than one agency, select the correct one under **My Agencies**.
3. Use **Add another agency** only when you need to join or create another workspace.

The client portal is a separate signed-in surface for external contacts. Do not send portal users to the agency app. See [Client portal](/help/clients/client-portal/).

## Main areas

These are the day-to-day surfaces in the agency app. Your agency's navigation can hide, rename, or reorder items. Use the Help column when a guide already exists for that area.

| Area | Open it to | Path | Help |
| --- | --- | --- | --- |
| **My Day** | Plan and work today's assigned items | [/dashboard/my](https://app.agencytitan.com/dashboard/my) | [Overview](/help/my-day/overview/) |
| **Clients** | Find an account and open its record | [/clients](https://app.agencytitan.com/clients) | [Overview](/help/clients/overview/) |
| **Tasks** | Create and complete planned work from a process type | [/tasks/active](https://app.agencytitan.com/tasks/active) | [Overview](/help/tasks/overview/) |
| **Tickets** | Triage incoming requests and reply | [/tickets/inbox](https://app.agencytitan.com/tickets/inbox) | [Overview](/help/tickets/overview/) |
| **Escalations** | Handle flagged issues that need a higher-priority path | [/escalations](https://app.agencytitan.com/escalations) | [Overview](/help/escalations/overview/) |
| **Views** | Open published dashboards and work lists | [/views](https://app.agencytitan.com/views) | [Overview](/help/views/overview/) |
| **Reports** | Open reporting surfaces for time, work, and forms | [/reports](https://app.agencytitan.com/reports) | Later |
| **Forms** | Review public form submissions | [/forms](https://app.agencytitan.com/forms) | Later |
| **Chat** | Message teammates inside the agency | [/chat](https://app.agencytitan.com/chat) | [Overview](/help/chat/overview/) |
| **SOPs & Training** | Read procedures and complete training | [/knowledge](https://app.agencytitan.com/knowledge) | [Overview](/help/knowledge/overview/) |
| **Credentials** | Store and use shared logins for client work | [/credentials](https://app.agencytitan.com/credentials) | Later |
| **AI Assistant** | Ask questions and take actions in this agency | [/ai](https://app.agencytitan.com/ai) | Later |
| **AI Presets** | Reuse saved AI configurations | [/settings/ai-presets](https://app.agencytitan.com/settings/ai-presets) | Later |
| **Automations** | Build and manage event-driven runs | [/settings/automations](https://app.agencytitan.com/settings/automations) | [Overview](/help/automations/overview/) |
| **Marketplace** | Install or publish agency apps and packages | [/marketplace](https://app.agencytitan.com/marketplace) | Later |
| **Settings** | Change shared definitions, access, and system setup | [/settings](https://app.agencytitan.com/settings) | [Overview](/help/settings/overview/) |

Personal tools live outside that list:

- The bell opens **Notification Center** ([/notifications](https://app.agencytitan.com/notifications)).
- Your avatar menu holds agency switching, availability status, and **Sign out**.

![Clients list header showing Bulk Import and Add Client](/docs/screenshots/clients-create-v2/clients-list-step-add-entry.png)

## First week

If you are an Owner or Admin setting up the workspace, do this before the team starts daily work:

1. Create departments, add levels, and grant permissions. See [Set up departments and levels](/help/getting-started/set-up-departments-and-levels/).
2. Invite teammates into those levels. See [Invite your team](/help/getting-started/invite-your-team/).

For daily work:

1. Open **My Day** and review Today's List. See [Work your day](/help/my-day/work-your-day/).
2. Open **Clients** and find or create the account you will work. See [Create a client](/help/clients/create-a-client/).
3. If the work is planned and repeatable, create a task from a **Process Type**. See [Create a task](/help/tasks/create-a-task/).
4. If a request arrived in an inbox or needs a reply, open **Tickets**. See [Find and work tickets](/help/tickets/find-and-work-tickets/).
5. Open **Views** when you need a board, calendar, chart, or filtered list that your agency already published.
6. Read [Core Concepts](/help/getting-started/core-concepts/) when a term such as process definition, view, or automation is unclear.

You do not need every area on day one. Start with the record in front of you.

## Leave these until you need them

- Most **Settings** pages change shared configuration for the whole agency. See [Settings overview](/help/settings/overview/).
- **Automations** and **AI Presets** are easier after the daily records are familiar.
- Programs, custom fields, branding, and billing belong to later setup work.

## Get help

- Search this Help Center or browse the category overviews from the [Help home](/help/).
- Common account and data questions are in the [FAQ](/help/faq/).
- File a problem or question with [Submit a ticket](/help/submit-a-ticket/).

## Related articles

- [Core Concepts](https://www.agencytitan.com/help/getting-started/core-concepts/): Learn the AgencyTitan product model: workspace, clients, tasks, tickets, escalations, chat, SOPs, training, views, automations, programs, and settings.
- [Set up departments and levels](https://www.agencytitan.com/help/getting-started/set-up-departments-and-levels/): Create departments, add levels, and grant permissions so Members get the right access before you invite the team.
- [Invite your team](https://www.agencytitan.com/help/getting-started/invite-your-team/): Invite agency teammates from Users so they can sign in to the agency app. This is not a client portal invite.
- [My Day overview](https://www.agencytitan.com/help/my-day/overview/): Understand My Day, Today's List, Overflow, triage, and Timeline so you can plan and work assigned items for today.
- [Clients overview](https://www.agencytitan.com/help/clients/overview/): Understand the Clients list, client record anatomy, Client Profile templates, Info Sheets, notes, programs, tasks, and tickets.