A
AgencyOS
Agency Management Portal
Welcome back 👋
Sign in to continue to your portal
Username
Password
Secured by AgencyOS · v2.0
Settings
Manage your agency preferences and configuration
Business Profile
Your agency's public information
Verified
Basic Information
Business Name
Business Type
Tagline / Slogan
Primary Email
Support Email
Phone
WhatsApp
Website
About / Description
Address
Address Line 1
City
State
PIN Code
Country
Logo & Branding
A
Click to upload logo
PNG, JPG or SVG · Max 2MB
Brand Primary Color
Brand Accent Color
Social Media
LinkedIn
🔗
Instagram
📸
Twitter / X
🐦
Facebook
👥
Billing & Tax
Invoice settings, GST, bank details
Invoice Configuration
Currency
Invoice Prefix
Starting Number
Payment Terms (days)
Late Fee (% per month)
Invoice Footer Note
Payment Methods Accepted
Bank Details
Bank Name
Account Number
IFSC Code
Account Holder
Account Type
UPI ID
GST / Tax Configuration
✓ GST Registered Business
Invoices will include GST breakdowns automatically
GSTIN Number
CGST (%)
SGST (%)
IGST (%) — Interstate
Apply GST by default
Add GST on all new invoices
Show tax breakdown
Show CGST/SGST split on invoice
Prices inclusive of tax
Tax included in listed price
Quotation Settings
Quote Prefix
Validity (days)
Default Discount (%)
Quote Footer
Notifications
Control when and how you're notified
📧 Email Notifications
📱 In-App Notifications
💬 WhatsApp / SMS Alerts
Enable WhatsApp Alerts
Send notifications via WhatsApp
WhatsApp Number
SMS Provider
API Key
🕐 Notification Schedule
Quiet Hours Start
Quiet Hours End
Weekend notifications
Daily digest email (9 AM)
Security
Password, 2FA and session management
🔑 Change Password
Current Password
New Password
Confirm New Password
Min 8 chars · Uppercase · Number · Special character
⚙️ Security Preferences
Auto-logout after 30 min
Inactivity timeout
Login email alerts
Alert on new login
IP restriction
Whitelist specific IPs
🔐 Two-Factor Authentication
📱
Authenticator App
Google Auth or Authy
📧
Email OTP
Code sent to your email
💻 Active Sessions
📋 Login History
Team & Access
Role permissions and member invitations
Role Permissions
RoleClientsInvoicesOrdersTeamSettingsAnalyticsMembers
Invite New Member
Email Address
Role
Department
Portal Login Users
💡 Default credentials: admin / Admin@123  ·  Users can login with their username and password. Change passwords by editing users.
Integrations
Connect your favourite tools and services
Appearance
Theme, fonts and layout preferences
🎨 Theme
Dark Mode
● Active
Light Mode
Coming soon
Accent Color
🔤 Typography & Size
Interface Font
Base Font Size
📐 Layout & Display
Sidebar Width
Compact mode
Animations enabled
📅 Date & Time
Date Format
Time Format
Timezone
📊 Dashboard Widgets
Email Templates
Customise your automated email messages
Template Library
Edit Template Invoice Sent
Subject Line
Email Body
Available Variables
{{client_name}} {{invoice_number}} {{invoice_amount}} {{due_date}} {{business_name}}
Backup & Data
Export, import and backup your data
💾 Data Backup
LAST BACKUP
Today, 06:00 AM
Auto backup · 24.6 MB
Auto Backup
Daily at 6:00 AM
Cloud Backup
Sync to Google Drive
Frequency
Retain For
📤 Export Data
📋 Clients (CSV)
🧾 Invoices (PDF)
📊 Analytics Report
💾 Full Data (JSON)
📥 Import Data
📂
Drop file or click to upload
CSV, JSON, XLSX supported
Import Type
⚠️ Danger Zone
Clear All Invoices
Cannot be undone
Reset All Data
Wipe everything
Delete Account
Remove workspace permanently