AgenciesWorkspace

Set permissions and white-label client reporting

Separate campaign, finance, analyst, viewer, and owner responsibilities.

1

Invite the team

Choose the narrowest role that supports each person’s job.

2

Verify access

Confirm who can manage campaigns, clients, finance, invoices, workspace settings, and team members.

3

Apply report branding

Eligible agency plans can configure supported client-facing report branding.

4

Audit regularly

Remove inactive access and review finance permissions before sharing client data.

Related tutorials

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Give people the access they need and understand the capacity included in the subscription.

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Separate every managed brand’s contacts, projects, invoices, social profiles, and reporting.

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Manage the agency roster, prospects, campaign fit, outreach, and collaboration history.