Give each teammate the right access
Owners, admins, editors, and viewers are enforced in server services and database policies, not only in the interface.
For managers and agencies
Coordinate workspaces, creator profiles, permissions, proposals, campaigns, and reporting while keeping client-facing branding consistent.
Owners, admins, editors, and viewers are enforced in server services and database policies, not only in the interface.
Use shared pipeline stages, campaign structures, reminders, report formats, and agency branding while tailoring the actual pitch.
Centralized workspaces and consolidated reporting keep delivery visible without mixing one client's private data with another's.
Create an Agency workspace and invite the team with controlled roles.