# Agency settings

> Update agency identity and branding, and understand how users, roles, departments, and department-level permissions work together.

URL: https://www.agencytitan.com/help/settings/agency-settings/

Use **Agency** and **Team & Access** settings to maintain your agency identity, shared branding, users, roles, departments, and permissions.

## Who this is for

Agency owners, users with the **Administrator** role, and team members with **View Settings**. Changing **General** or **Branding** requires **Edit Settings**. User and department pages require the matching Team Management permissions, such as **View Users**, **Invite Users**, and **View Departments**. Members can see and change only the areas granted through their department level.

## Before you begin

- Gather approved values for **Agency Name**, **Time Zone**, **Contact Information**, **Business Address**, and **Social Profiles**.
- Prepare brand assets for light and dark modes when your agency uses both themes.
- Review the intended roles, department levels, and user assignments before changing access.

## Update general agency information

1. Open **Settings**, then **Agency**, then **General** ([/settings/agency/general](https://app.agencytitan.com/settings/agency/general)).
2. Review **Basic Information**:
   - **Agency Name**
   - **Time Zone**
   - **Your Agency Slug**, which can be copied but is not edited on this page
3. Complete the visible **Contact Information**, **Business Address**, and **Social Profiles** fields that apply to your agency.
4. Confirm **All changes saved** appears in the page header.

![Agency General Settings with agency name, time zone, agency slug, contact information, business address, and All changes saved](/docs/screenshots/settings-agency-v1/agency-general.png)

The agency time zone controls how dates and times display across the app. Contact and address details can appear in customer-facing areas where AgencyTitan uses them.

## Configure branding

1. Open **Agency**, then **Branding** ([/settings/agency/branding](https://app.agencytitan.com/settings/agency/branding)).
2. Under **Agency Logo**, upload the light-mode logo and optionally a separate dark-mode logo.
3. Under **Favicon**, upload the light-mode favicon and optionally a separate dark-mode favicon.
4. Under **Navigation Background**, choose whether to replace the default background for light mode or dark mode.

![Branding and Visual Identity with upload areas for light and dark logos, light and dark favicons, and Navigation Background controls](/docs/screenshots/settings-agency-v1/agency-branding.png)

The visible upload guidance accepts PNG, JPG, or SVG logos up to 2 MB and recommends 200 by 60 pixels. Favicons accept PNG or ICO at 32 by 32 or 64 by 64 pixels. If a dark-mode asset is not provided, AgencyTitan uses the light-mode asset.

## Understand users and roles

Open **Team & Access**, then **Users** ([/settings/agency/users](https://app.agencytitan.com/settings/agency/users)). The list shows each user's email, role, department assignments, status, and last active time. Use **Search users...** to narrow the list.

![Users page listing email, role, departments, status, last active time, Invite Users, and row action menus](/docs/screenshots/settings-agency-v1/agency-users.png)

Owner and Administrator both have full product access. The differences are:

- A lower role cannot impersonate a higher role.
- Administrators cannot remove Owners.
- The agency must keep at least one Owner.

**Member** access is controlled by department-level assignments and permissions. See [Core Concepts](/help/getting-started/core-concepts/) for the role table.

To add agency teammates, select **Invite Users** and follow [Invite your team](/help/getting-started/invite-your-team/). That invite is for the agency app, not the client portal.

## Review department-level permissions

Open **Team & Access**, then **Permissions** ([/settings/agency/permissions](https://app.agencytitan.com/settings/agency/permissions)). Search for a permission or expand a permission group to see which department levels and users receive it.

![Permissions page explaining department-level access and listing Team Management permissions such as viewing, inviting, editing, deactivating, and removing users](/docs/screenshots/settings-agency-v1/agency-permissions.png)

The page separates permissions such as viewing users, inviting users, editing users, and managing departments. Owners and users with the Administrator role always have full access; the displayed department-level grants apply to everyone else.

:::caution[Permission changes can broaden access]
Review both the department level and its assigned users before granting a permission. A grant applies to every member assigned to that level.
:::

## Organize departments

Open **Team & Access**, then **Departments** ([/settings/agency/departments](https://app.agencytitan.com/settings/agency/departments)). Each department card shows its number of levels and users. Select **Manage Levels & Permissions** to configure that department, or select **Create Department** to add another team structure.

To create departments, add levels, and grant permissions step by step, see [Set up departments and levels](/help/getting-started/set-up-departments-and-levels/).

![Departments page with department cards showing level and user counts, Manage Levels and Permissions, and Create Department](/docs/screenshots/settings-agency-v1/agency-departments.png)

Department assignments connect members to their access level. They can also be selected while inviting a user.

## Expected result

- General settings show the correct agency identity, time zone, and contact details.
- Branding assets and navigation background match the agency's intended visual identity.
- The Users list shows the correct role, department assignments, and status for each team member.
- Department levels grant only the permissions their members need.

## Troubleshooting

| Symptom | Likely cause | What to do |
| --- | --- | --- |
| An Agency or Team & Access page is missing | You lack **View Settings** or the matching Team Management permission | Ask a workspace owner to grant **View Settings**, **View Users**, or **View Departments** as needed |
| A member cannot use a feature | Their department level does not grant the required permission | Find the feature on **Permissions** and review the member's department assignment |
| A user has the wrong access | Their role or department assignment does not match the intended access | Review the user's role and assigned department levels |
| Dark-mode branding looks like light mode | No dark-mode asset was uploaded | Upload a dark-mode logo or favicon if the light-mode asset is not suitable |

## Related articles

- [Settings overview](https://www.agencytitan.com/help/settings/overview/): Find AgencyTitan settings and understand how agency, ticket, process, notification, and personal controls fit together.
- [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.
- [Process settings](https://www.agencytitan.com/help/settings/process-settings/): Find process definitions and understand stages, statuses, fields, task naming, pinning, and sidebar configuration at a high level.