Roles and who sees what
Access follows the agency and the client assignment.
| Owner | Agency or brand owner | Everything, including administration | Manage team, sources, caps and settings. |
| Strategist | Agency or brand team member running clients | All areas for their clients | Ideas, briefs, Studio, internal approval and reports. |
| Analyst | Researcher or data person | Home, Competitors, What works and Results | Read, cite and build reports; no briefs or spend. |
| Client approver | Brand-side marketer | Home, Approvals and Results | Approve, request changes and comment. |
| Client viewer | Brand-side stakeholder | Home and Results | Read and download. |
Agency Owners, strategists and analysts see every client in their agency, including new clients. Access granted by hand stays even if someone leaves the agency. Client roles are always assigned per client.