Optserv for agencies and software houses: the setup we actually use
Jeriel Isaiah Layantara
CEO & Founder of Round Bytes
Round Bytes is an agency. We built Optserv for ourselves first. So when another agency asks "how should we set this up?", we have a direct answer.
The recommended configuration:
1. One workspace for the full team, contractors and FTEs.
Agencies live with a permanent mix of full-time employees and project contractors. Don't run them in two systems. Optserv lets you tag and scope each, so reporting stays clean without splitting the workspace.
2. Account Vault from day one, not later.
This is the part most agency operators skip and regret. Every client gives you credentials. Every project rolls people on and off. The way to keep that hygienic is to put every client login into Account Vault from the start, scoped to the project team, so when someone rolls off, you don't even have to think about it. Optserv revokes when the offboarding flow runs.
3. Approval chains that match your project structure.
Default Optserv to route leave and timesheet approvals through project leads, not HR. HR is the escalation path, not the first gate. Senior engineers and PMs stop being bottlenecks.
4. Use the public careers page.
The Business plan gives you a custom-domain careers page. Most agencies just have a "we're hiring" link in the footer. A real careers page on
careers.your-agency.com (powered by Optserv) is a slow but compounding pipeline of inbound applicants.
5. Treat Optserv as your single source of truth for "who has access to what."
That includes client systems. The day a senior engineer leaves, you should be able to confidently tell every client "their access was revoked at 14:32." That answer matters.
We're running this exact setup internally. Happy to walk you through it on a 30-minute call.
👉 Book a setup call →, we don't upsell, we just share what works. Or jump in directly at optserv.ai.
