Team, roles & external users
Invite your team, set roles, and manage the external client users who access the insight dashboard.
Team management (Settings - Team, admin-only) covers two distinct groups: your internal team and your clients' external users.
Internal team & roles
Your agency staff, with three levels of access:
- Owner - one per agency. Gets the setup tour on first login and can replay it. Holds a permanent admin role.
- Admin - full access: integrations, team, settings, white-label, every client.
- Analyst - reports, content and the work queue across all clients; not settings or integrations.
Invite a teammate by email and pick their role; they get a sign-in link. There's a single owner per agency - promoting a new owner replaces the old one.
External 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.
- Are invited by email and scoped to the specific client(s) they should access.
- Have their own viewer/editor-style access on the insight side.
Manage them from the same Team screen, in the External Users section, with a clear remove-and-confirm flow.
Who can manage the team
Team management is admin/owner only - Analysts can't invite or remove members or change roles.
For how clients experience signing in, see Logging in & access.