Adding team members to your agency

Agency accounts support multiple team members. Everyone you invite can access all client workspaces by default.

Inviting a team member

Go to Settings → Team → Invite. Enter their work email and choose a role:

• Member — Can view and edit everything across all workspaces
• Admin — Can also manage billing and team members

They'll receive an email invite. The link expires after 7 days; resend it from the Pending section of the Team page if needed.

Seat limits

The Agency plan includes a set number of seats. If you need more, go to Settings → Billing to add seats. Adding a seat is prorated.

Assigning team members to tasks

Once a team member is on the account, you can assign them tasks inside any client's pipeline. Go to a pipeline entry, open a task, and select their name from the Assignee dropdown. They'll see assigned tasks in their personal task view.

Removing a team member

Settings → Team → find the member → Remove. Access is removed immediately. Their contributions (tasks, library entries, pipeline notes) stay — removing someone doesn't delete their work.

Per-workspace access control

Full per-workspace access control (where a team member can only see specific clients) isn't available yet. If you need to restrict access for a specific team member or contractor, contact support.

Clients as team members

If a client wants view access to their own workspace, you can invite them as a team member. They'll see all client workspaces by default, so use this only if you're comfortable with that. Per-workspace access control is on the roadmap.