Working with your agency
This page helps you give a marketing agency access to your company’s webfaCeMEdia products, and explains what they can do once they are in.
How an agency gets access
Section titled “How an agency gets access”Your agency joins your company’s organization, the same way a staff member does. There is no charge per person.
- Sign in to Insights at insights.webfacemedia.com as an Admin.
- Open Team.
- Under Members and invitations, invite each person at the agency by email.
- Choose their role. To let them approve newsletters, social posts and ad spend, make them an Admin. To let them see and draft only, make them a Member.
See Your team and sign-in for the two roles.
Once they accept, they get your Agent, Insights, the mobile app, webfaCe Inbox and the Claude connector for your company. They do not get separate copies of your data: everyone works in the same Agent.
If the agency works with several businesses
Section titled “If the agency works with several businesses”People at an agency often belong to more than one company. They see one company at a time:
- Mobile app: open SETTINGS and choose the company under Switch organization.
- Agent: each business has a separate Agent at
agent.<yourdomain>. - Claude connector: see Several companies.
What the agency can do
Section titled “What the agency can do”| Agency as Admin | Agency as Member | |
|---|---|---|
| Draft newsletters and email sequences | Yes | Yes |
| Approve and send newsletters | Yes | No |
| Draft social posts | Yes | Yes |
| Approve and schedule social posts | Yes | No |
| Review and send follow-up drafts from their Gmail | Yes | Yes |
| See ads waiting for approval | Yes | Yes, read-only |
| Approve or decline ad spend | Yes | No |
| Invite people and change roles | Yes | No |
See Email marketing, Social posting and Approving ads.
YouTube videos
Section titled “YouTube videos”If we switch on webfaCe Channels for your company, your Agent also makes YouTube videos about your products. An Admin approves each script before anything is made, and each finished video before it is published. See What Channels does.
webfaCeMEdia prepares and runs your Google and Facebook ad campaigns. Your agency can plan them with us and approve them, but campaigns are built by webfaCeMEdia, within a monthly spending limit agreed with you.
Every new campaign, and every change to a running one, waits for an Admin to choose Approve and start, Approve change or Decline. Each decision is recorded with the name of the person who made it, so you can see whether you or your agency approved it.
Emails go out from the right person
Section titled “Emails go out from the right person”Follow-up emails are sent from the Gmail account of the person who sends them. Your agency cannot send from your mailbox, and you cannot send from theirs. See Drafts and the team queue.
When you stop working with an agency
Section titled “When you stop working with an agency”Remove each person from your organization in Insights → Team. Their access ends everywhere, and their Agent account is switched off automatically.