Settingsagency-settingsbillingteam-management

How to Update Agency Details

By Circle Club Team

How to Update Agency Details

This guide explains how to manage and update your agency details in Circle Club, including influencer access, team members, branding, invoicing, targets, and localisation settings.


Navigate to Agency Settings

  1. Open Settings
  2. Navigate to the Agency page from the settings menu

This opens the Agency Dashboard, where all agency-level configuration is managed.


Agency Dashboard Overview

The Agency Dashboard provides an overview of your agency and access to all configurable sections.

As you scroll down the page, you will see sections for:

  • Influencer join codes
  • Team members
  • Agency branding
  • Invoice and payment details
  • Agency settings

Each section is managed independently.

Screenshot of the Agency Settings Page


Influencer Join Codes

The Join Codes section is used to invite influencers to apply to join your agency.

From this section, you can:

  • View active join codes
  • Share join codes with influencers
  • Allow influencers to apply to join your agency using the provided code
  • Join codes can be refreshed by clicking the refresh icon

Join codes can be distributed via email, message, or any external channel.

Screenshot of the Join codes section


Team Members

The Team Members section is used to manage talent managers within your agency.

From this section, you can:

  • View all current team members
  • Invite new talent managers to join the agency
  • Manage team member permissions
  • Remove team members from the agency

Changes to team members and permissions are applied immediately.

Screenshot of the manage team section


Update Agency Branding

In the Agency Branding section, you can update:

  • Agency logo
  • Branding details used across Circle Club

Screenshot of the branding section


Invoice and Payment Details

This section controls billing-related information for your agency, including:

  • Invoice details
  • Payment information
  1. Click Edit
  2. Update the relevant fields
  3. Click Save to apply changes

Screenshot of the invioce details section


Agency Settings

The Agency Settings section allows you to configure operational and localisation preferences.

Agency Targets

  • Set internal agency targets used for reporting and performance tracking

Screenshot of the agency-settings section

Localisation Settings

You can configure:

  • Country
  • Default Currency
  • Default Time Zone
  • Preferred Date Format

These settings are applied across the platform where relevant.

  1. Click Edit
  2. Update the required values
  3. Click Save to apply changes

Screenshot of the localisation section


Saving Changes

Each section on the Agency page has its own:

  • Edit button
  • Save button

Changes are only applied after clicking Save within that section.


Summary

Updating agency details in Circle Club involves:

  1. Navigating to Settings → Agency
  2. Reviewing agency information in the dashboard
  3. Managing influencer join codes and team members
  4. Updating branding, invoicing, and agency settings
  5. Saving changes within each individual section

All updates are applied immediately after saving.