Create an agency and set who runs it

An agency is a team inside your district. Every member belongs to one, and the agency is what gets billed for their seat.

The Agencies tab at /tracker/admin/agencies lists them on the left, each with a member count. Pick one and its people fill the table on the right.

You need to be a district admin or the app owner to add, rename or delete one. An agency Owner can open the tab too, but their saves fail.

Create the agency

To add one:

1. Open Agencies and press Add agency.
2. Type the Agency Name, and a Description if you want one.
3. Press Create Agency.

The new agency is selected straight away. It has nobody in it, so the table reads No members yet.

Give it an Owner

An agency’s Owner configures its activities and points and controls its billing. A Manager coaches the team. Every agency needs at least 1 Owner.

A brand-new agency has nobody to promote, so you move an existing person into it. Create User can’t do this for you, because it only lists agencies you already own.

To make someone the Owner:

1. Open Users, find the person and press Edit user on their row.
2. Open Work.
3. Set Agency to the new agency and Agency Role to Owner.
4. Press Save Changes.

Open the info mark beside Agency Role for the one-line version of each role.

From then on the Owner can add people with Create User and change roles from the Role dropdown. See Add, edit and suspend a user.

Caution

Changing Agency moves the person out of their old agency. If they were its only Owner, that agency is left with none, so promote somebody there first.

Rename or describe it

Select the agency and press the pencil beside Org Chart. Edit Agency holds the same 2 fields. Press Save Changes.

Remove someone from an agency

The icon at the end of a member’s row takes them out of the agency. The dialog spells out the cost: they lose district access and the agency’s billed seats are recalculated.

Their login and their logged activity stay. Press Remove Member to go ahead.

Delete an agency

Select it, press the bin beside the pencil, then press Delete Agency in the dialog. Deleting an empty agency can’t be undone.

Note that an agency with members can’t be deleted at all. The app counts them and tells you to remove them first.

Export the directory or see the chart

Export CSV saves the member table as a file named after the agency and today’s date. It takes the name, email, corporate email, FC code, phone and role of each person. Search first and only the matching rows go in.

Org Chart draws the district as one chart. Each agency hangs off it with its people.

FAQ

Why does the table say Admin when the Users tab says Owner?

They’re the same role. The agency table prints the stored name, and every other screen calls it Owner.

Can I make someone Owner of 2 agencies?

Not from here. Saving Agency moves the person, so they end up in the one you picked.

Does creating an agency cost anything?

No. Seats are billed per member, so an empty agency adds nothing to a bill.