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Logo DashboardFox Logo DashboardFox
  • Community
  • Roadmap
  • Submit Ticket
  • Getting Started
    • Preparing for Your DashboardFox Installation (Windows & Linux)
  • User Guides
    • Dashboard
    • Documents
    • Composer
  • Admin Guide
    • Installation
    • Configuration
    • App Builder
    • Settings
    • Branding
  • Integration Guide
    • API Integrations
  • Subscription and Billing
    • Managing Your Billing Account & Payment Methods
    • Cancelling Your Subscription or Trial
    • Managing Your Subscription
  • Customer Management Portal
    • Agency
    • Agency Subscription and Billing
    • Workspace Management
    • Audit Logs & GDPR Admin
  • Troubleshooting
    • Troubleshooting Missing Library Items and Apps Access
    • How to configure a MS SQL Server (or SQL Express) for network communciation
    • Troubleshooting Scheduled Email Delivery of Reports
    • Login error: Security Provider connectivity issue
    • Login error: Content Type error
    • How to input email address in your profile
  • Developer Guide
    • How to embed DashboardFox content within your application
  1. Overview
  2. Customer Management Portal
  3. Agency

Agency

  • Your Profile, Security & Account Management

    Your profile page is the control centre for your personal account settings — your name, email address, password, account security, and account closure options. It is separate from your agency or workspace settings and applies only to your own login.To acc ...

  • Managing Multiple Agencies & Creating Your Own

    Your DashboardFox account is tied to a single email address, but that one account can belong to multiple agencies at the same time. This article explains how agency membership works, how to navigate between agencies, and how to create your own agency if y ...

  • Outbound Webhooks

    Outbound WebhooksOutbound webhooks allow your agency to receive real-time notifications whenever key events occur inside your DashboardFox account — such as a new workspace being created, a trial expiring, or a subscription payment failing. Instead of pol ...

  • Team Management

    The Agency section of the DashboardFox Customer Management Portal lets you invite team members, assign roles, and control who can access your agency's workspaces and settings. This article covers everything you need to know about managing your team.To acc ...

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