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.
Common Questions About Team Collaboration
Find answers to common questions about team management and access control
Categories
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