For agencies
Roles and permissions
Owner, Strategist, Analyst and Client viewer each see and do different things.
Steps
- Owner: everything, including sharing, budgets and security.
- Strategist: briefs, reports and sharing.
- Analyst: analysis and attribution review.
- Client viewer: the client portal — approve briefs and read results.
What good looks like
Clients only ever see their own approved outcomes.
Common mistakes
- Giving clients staff roles.