The Right Access for Every Person on Your Team
Setters, closers, media buyers and contractors each see what they need and nothing else. Set it by role, by area and by client, in every workspace.
Access That Fits How Agencies Work
So growing the team never means handing out the whole account
Roles That Match Agency Jobs
Start from roles like setter, closer, media buyer, copywriter, assistant, manager or admin, then adjust.
None, Read or Write
For each area of the product, choose whether a person has no access, can only look, or can make changes.
Only the Clients They Work On
Give someone all clients, or only the clients you pick, so a contractor never sees the rest of your book.
A Role Per Workspace
The same person can be a manager in one workspace and a setter in another.
Save Your Own Roles
Set up access once and save it as a role you can give to the next hire.
The Owner Always Has the Keys
The account owner can reach every area, workspace and client, and nobody can take that away.
Invite and Track
Invite people by email and see who has accepted and who has not signed in yet.
Changes on Record
Role and access changes show up in the change history, so you know who granted what.
Why Agencies Control Access Here
Safer client data
People only see the clients and areas they work on.
Easy to bring in contractors
Give a freelancer one client and read-only reporting, and nothing more.
Fewer accidents
Someone who can only look cannot delete a pipeline by mistake.
Set up once
Saved roles make onboarding the next hire a one minute job.
How It Works
From an invite to the right access
Invite the person
Add them from the Team page with their email address.
They show as invited until they sign in for the first time.
Pick a role
Choose the role closest to their job and see what it includes.
Each workspace can give them a different role.
Fine tune the access
Set none, read or write per area, and limit them to the clients they work on.
Turning access off really removes it, the moment you save.
Reuse it
Save the setup as a role and give it to the next person in one click.
Change the role later and everyone on it moves with it.
Frequently Asked Questions
Can I limit a team member to certain clients?
Yes. Give them all clients, or only the clients you select.
Can I give view-only access?
Yes. Set read access on an area and they can look without changing anything. Set none and the area is hidden.
Can I make my own roles?
Yes. Set up the access you want and save it as a role you can reuse.
Can someone have different roles in different workspaces?
Yes. A role is set per workspace, so the same person can manage one workspace and set appointments in another.
Can anyone lock the owner out?
No. The account owner always has access to every area, workspace and client.
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Grow the team without giving away the account
Roles and access per area, per client and per workspace.