Roles That Match Your Team Structure
Pre-built roles for common agency positions, or create your own
Pre-configured roles for agency team members. Each role has permissions tailored to their responsibilities — from view-only access to full control.
- Owner: Full access to everything
- Manager: View, edit, manage team
- Designer: Media and content access
- Viewer: Read-only access
You
Sarah M.
Mike R.
John D.
Emily K.
Everything Teams Need to Collaborate
Features that keep your team aligned and productive
Granular Permissions
Control who can view, create, edit, delete, approve, or manage. Permissions are role-based and applied consistently across all features.
Per-Workspace Access
Choose which client workspaces each team member can access. Keep clients isolated and team members focused on relevant work.
Real-Time Notifications
Get notified instantly about tasks, approvals, mentions, and scheduled posts. Never miss important updates.
Activity Logs
Complete audit trail of all team actions. See who did what and when. Maintain accountability and track performance.
Stay in the Loop, Always
Real-time notifications keep everyone aligned
Multi-Channel Notifications
Team members receive notifications through multiple channels — in-app, email, and optionally WhatsApp. Choose what gets notified and how. Critical updates are never missed.
New task assigned to you
Design review for Acme Corp • 2 min ago
Sarah mentioned you
"Can you review this draft?" • 15 min ago
Post approved by client
Summer campaign • 1 hour ago
Complete Activity Audit
See everything happening across your agency. Activity logs show who created tasks, scheduled content, approved posts, and more. Search by team member, date range, or action type.
Sarah M.
Created task
Mike R.
Uploaded 3 files
You
Approved post
John D.
Scheduled content
From Invite to Productive in Minutes
Onboard team members quickly and securely
Send Email Invitation
Enter team member details and choose their role. They receive an email invitation to join your agency workspace.
They Set Up Their Account
Team members click the link, set their password, and complete their profile. Quick setup takes under 2 minutes.
Assign Workspaces
Choose which client workspaces the new team member can access. Their view is immediately filtered to show only relevant work.
Start Collaborating
They can now view tasks, create content, communicate with the team, and access everything their role permissions allow.
Send Email Invitation
Enter team member details and choose their role. They receive an email invitation to join your agency workspace.
They Set Up Their Account
Team members click the link, set their password, and complete their profile. Quick setup takes under 2 minutes.
Assign Workspaces
Choose which client workspaces the new team member can access. Their view is immediately filtered to show only relevant work.
Start Collaborating
They can now view tasks, create content, communicate with the team, and access everything their role permissions allow.
Standard Operating Procedures for Every Process
Document how your agency works once, then let the team run SOPs as interactive checklists. Consistent delivery at scale — no tribal knowledge required.
Create & Categorize SOPs
Build SOPs with step-by-step instructions, assign categories, and link resources so every process is findable and actionable.
Draft, Publish & Archive
Manage SOP lifecycle: draft for internal review, publish for team execution, archive when superseded. Full version control.
Run SOPs as Checklists
Team members launch an SOP instance and work through each step interactively — check off as they go, leave notes, flag blockers.
Step-by-Step Execution Tracking
See real-time progress on every active SOP run — who is on which step, how long each step is taking, and where the bottleneck is.
Codify How Your Agency Operates
Turn best practices into repeatable workflows. Publish SOPs for onboarding, content review, campaign setup, and client handoffs — then let your team execute them consistently every single time.
KPI Tracking & Team Goals (OKRs)
Set objectives, track key results, and monitor individual performance scores — all in one place. Replace spreadsheet-based reporting with live dashboards every team member can see.
Performance Dashboard
Every team member has a personal performance score updated in real time — tasks completed on time, overdue flags, weekly hours logged, and AI-assessed quality.
Team Performance — May 2026
Arjun K.
Top Performer
Priya S.
Meera T.
Needs Review
Rohan D.
Goals & OKRs
Create objectives with measurable key results, assign them to team members, and track progress with visual progress bars and deadline radar — no spreadsheet required.
Q2 2026 Goals
70% complete
45% complete
90% complete
Common Questions About Team Collaboration
Find answers to common questions about team management and access control
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