Everyone sees their work.
Nobody sees too much.
Invite your team and your clients, give each a role, choose which client workspaces they can open, and keep everyone moving with notifications, Updates and time tracking.
Try free for 14 days. No card needed.
Growing agencies don't break on talent. They break on who can see what, who's doing what and whether it actually got done.
01 / Roles
Scroll through the same agency as each role. Areas open, lock or turn read-only, and the client list narrows to the workspaces each person has been given.
Workspaces
4 of 4 workspaces · 6 of 6 areas
02 / Work together
Updates
Recurring check-in forms for your team, so answers land with the right people instead of sitting in an inbox.
Projects
Group a client's tasks into a project with milestones, so everyone can see how far along it is, the client included.
Time Tracking
Your team clocks in and out, logs breaks and adds manual entries, and managers see who's working on the team board.
Notebook
Meeting notes, briefs and how-tos in one place, kept for the agency or for one client, and shared with the people who need them.
03 / Stay in the loop
Notifications for tasks assigned to you, content awaiting approval, mentions and posts that are due, in the app and by email.
Activity log0 events
04 / Invite to productive
Enter their details, pick a role, and they get an email invitation to your agency.
One link to set a name and password, and they're in.
Choose which clients they can see, in the invite or any time after. Their view filters to that work straight away.
05 / By the numbers
team roles, plus per-person permission overrides
ways to filter the activity log: member, action, record, date, search
notification channels: in-app and email
spreadsheets to track hours
06 / Questions
Every team member gets a role, and each role comes with a set of permissions. Owners and managers can grant or remove individual permissions for one person. Team members only see and do what they need to.
Access is controlled per workspace. When you invite a team member, you choose which workspaces they can access. You can give someone access to all clients or only specific ones. Team members only see clients they have access to.
Team members receive notifications for tasks assigned to them, content awaiting approval, mentions in comments, posts that are due, and more. Notifications are delivered in the app and by email.
Clients get their own portal rather than a team seat. They invite their own colleagues as Can approve or Can view, and see only their own workspace: approvals, requests, leads and the tools you share with them. They cannot access other clients or internal agency operations.
There is no seat limit. Invite everyone who works on your clients and give each person the role and workspaces they need.
Yes. Team members clock in and out from the web or the mobile app, log breaks and add manual entries, and every correction keeps its history. Managers see who is working on the team board.
Try free for 14 days. No card needed.