Update the agency profile
How do I update the agency profile and services offered?
Open Settings → Account to update the business name, website, country, active-client range and services that describe your agency. An owner or Admin can edit the fields and select Save changes. Synup uses this profile as shared workspace context, including the business name shown across the account and the agency information available to Sydekick.
Key facts
- Where it lives: Settings → Account, under Account details.
- Who can save: the account owner or an Admin. Other members cannot update account details.
- Required fields: Business name and Country. Website and Active client count are optional.
- Services offered: Listings, Reviews, SEO, Social, Websites and Paid Media.
- What changes: the saved business name also becomes the account's display name. Synup derives the account domain from a valid website and refreshes Sydekick's agency memory in the background.
- Language saves separately. The Language selector is on the same page, but changing it saves immediately and reloads the Product; it is not part of Save changes.
Why this matters
This page is the source of truth for who your agency is and what it offers. Keeping it current prevents an old onboarding answer from following your team into account labels, client-facing context and Sydekick's understanding of the business. It also gives new teammates a consistent profile instead of relying on tribal knowledge.
Steps
Open Settings, then select Account.
Review Business name. This value is required and is also used as the account's display name.
Check Website and Country. Include the correct public website so Synup can derive the agency domain; choose a country before saving.
Choose the Active client count range that best describes the agency, or leave the optional field unchanged.
Under Services offered, select every service the agency currently provides.
Select Save changes. This is the step that updates the account profile; merely reviewing or editing the fields does not save them.
If you also need to change the Product language, use the separate Language selector below the profile. It saves that preference and reloads the page immediately.
What you'll see when it's done
- A message says Account details saved.
- Returning to Settings → Account shows the saved profile values and service selections.
- The business name is used as the account display name, while the refreshed agency context becomes available to Sydekick after its background rebuild finishes.
Watch out for
Questions people ask
What should I check before I begin?
Confirm that you are the owner or an Admin, gather the public business name and website, and agree on the services the agency actually sells. If you only want to change your own Product language, use the separate selector instead of editing the agency profile.
How will I know the workflow is complete?
Wait for Account details saved, then reload or return to the page and confirm the fields still show the new values. A language change is complete when the Product reloads in the selected language.
Next
Review member access after changing the account profile, or return to the Settings guide for other workspace controls.