Deactivate a team member instantly
When someone leaves the team, access must end immediately — everywhere. Deactivation does it in one transaction. What it does Deactivation removes the membership and client assignments, closes all of
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Posts tagged #agency
Invite teammates to your workspace
Growing the team should be quick and safe. Invitations add people with a chosen role, and only the person with the invited email can accept. What it does An owner or admin creates an invitation with a
Team roles: owner, admin, manager and analyst
Agencies need precise access: a junior analyst should read reports, not change budgets; a manager should see only their clients. Roles and assignments make that simple. What it does Owner: full contro