Roles and who sees what

Access follows the agency and the client assignment.

Roles and who sees what
OwnerAgency or brand ownerEverything, including administrationManage team, sources, caps and settings.
StrategistAgency or brand team member running clientsAll areas for their clientsIdeas, briefs, Studio, internal approval and reports.
AnalystResearcher or data personHome, Competitors, What works and ResultsRead, cite and build reports; no briefs or spend.
Client approverBrand-side marketerHome, Approvals and ResultsApprove, request changes and comment.
Client viewerBrand-side stakeholderHome and ResultsRead 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.