Get started with Administration
About this guide
Last reviewed September 11, 2026 by AgencyMesh Product Support · Checked against release 2026.09
Open Administration for accounts, offices, settings, and billing.
Who can make changes?
Section titled “Who can make changes?”Accounting can review Administration and use Billing. Operations and Administrator can also change users, offices, zones, and Options, and log out other users.
User access
Section titled “User access”In Users, select New User or the account’s Manage button. Office’s controls office access; Roles controls permissions; Assignments sets Agent phones and goal offices. Follow Users and sessions.
Offices and zones
Section titled “Offices and zones”Use Office’s > New Office for a location and Zones > New Zone to group offices. Each office belongs to one zone at most. Follow Offices and zones.
End a session
Section titled “End a session”In Sessions, find the user and select Log Out on the intended row. The user returns to sign-in on their next request. The 12-hour activity listing is not a session-expiration timer.
Office health and settings
Section titled “Office health and settings”Health checks office setup and recent activity; it is not a general uptime or system-status monitor. Use Options for company settings. See Options and Health.
Invoices and payment details
Section titled “Invoices and payment details”Use Billing > Invoice History for past invoices and Open Billing Portal for payment-method changes. See Billing and invoices.