How to create your agency

Your agency is your workspace in Kredia: it holds your team, your clients and everything you publish for them. Whoever creates the agency becomes its Owner. It takes less than a minute.

Before you start#

• You're signed in to Kredia. Kredia is invite-only for now. If Kredia invited you to open an agency, use the link in that email to create your account first.
• You don't need to belong to an agency yet. When your account isn't part of any agency, Kredia takes you straight to the screen where you create or join one.
• To join an existing team instead, open the invitation link you received. See How to join an agency from an invitation.

Create the agency#

1. On the welcome screen, choose Create agency.
2. Enter the Agency name. This is the only required field.
3. Optionally add your Industry and a Contact email for the agency.
4. Click Create agency & go to dashboard.
5. Kredia shows that your agency is ready and opens its dashboard.

You can change the name, industry and contact email later in Settings.

What happens next#

• Your agency starts on the Free plan, which includes 3 team seats, counting you and any pending invitations. See Plans and team seats.
• If Kredia gave you a design-partner code, redeem it in Settings to switch to the Design Partner plan. See How to redeem a design-partner code.
• Next, add your first client. See How to go from a new agency to your first scheduled post.

What can go wrong#

• The screens are in English. The create-agency screens don't switch to Hebrew yet, even if you chose Hebrew.
• "Agency name is required". Enter a name before you click the button.
• You see a list of agencies instead. You already belong to more than one agency. Pick one to work in, or click Set up a new agency.

See also#

• How Kredia is organized
• How to invite teammates
• Roles and permissions