Team, roles & external users

Team management (More - Your agency - Team, admin-only) covers two distinct groups: your internal team and your clients' portal users.

Internal team & roles

Your agency staff, with three roles:

• Owner - one per agency. Gets the setup tour on first login and can replay it. Always sees everything.
• Admin - sees every client and every tab, always, including clients added later. Manages integrations, the team, settings and billing.
• Analyst - sees only the clients and tabs you choose. Cannot change workspace settings, billing or the team.

Admins get access to everything by default. To limit what someone can see, make them an Analyst.

Adding a teammate

Click Add member. Enter their email (and a name if you like), then pick Admin or Analyst:

• Admin - nothing else to choose. They see the whole book.
• Analyst - choose which clients they can open and which tabs they can see (below). A new analyst starts with no clients ticked, so they see nothing until you choose.

No email is sent. Tell them yourself - they get in by signing in with that address.

Choosing what an analyst can see

Each analyst has an access page: Edit access next to their name on the Team page.

Which clients. All clients (including any added later) or Selected clients, ticked one by one. A client left out does not exist for them: it is not in their client list, search, calendar, work queue, alerts, reports or the assistant, and opening its link directly says it was not found.

Which tabs. Start from a preset - Everything, Paid media, SEO & content or Social - then click any tab to switch it on or off, which makes it Custom. The same tabs apply on every client they can open, and only where that client has the tab (a Meta Ads tab appears only for clients with Meta Ads connected). Brain is always visible.

A tab is shown whole or not at all. Tabs that bring channels together - Brain, Today, Attribution - show every channel when they are on, including channels whose own tab is off.

View as on the right shows exactly what they will see for any client as you change the settings. Saved changes apply within a minute; they do not need to sign out.

The Access by client view on the Team page shows everyone against every client, so gaps are easy to spot.

Connected AI

A Connected AI connection an analyst makes sees only their clients, and stops answering for a client you take out of their access.

Client portal users (your clients)

The people at your client companies who log into the insight dashboard. They:

• Only ever see their own client account's dashboard - never your agency portal, and never another client.
• Hold a seat on a specific client account, added by email or granted automatically by company domain.
• Have their own owner/member-style access on the insight side.

The Team page lists them in a Client portal users directory - everyone with a seat, which client it's on, and when they were added. The directory is read-only: seats are added and removed in one place, the client's own settings page, and each row carries a Manage access link that takes you straight there. See Client settings for the domain switch and individual invites.

Who can manage the team

Team management is admin/owner only - Analysts can't add or remove members, change roles or change anyone's access.

For how clients experience signing in, see Logging in & access.