Team roles and client access
The right access for everyone.
Invite your team and clients with roles that control who reads data, edits settings and manages billing.
Three roles. Owner, admin and member, each with clear limits.
Read-only for clients. Members see data but can't change tracking.
Billing stays put. Only the owner manages billing or deletes the workspace.
Instant removal. Removed people lose access at once; your data stays.
Questions, answered.
Contact usYes. Invite them as a member for read-only access.
Yes. The owner can transfer ownership in one step.
Seven days. Resend it to reset the clock.
No. Every plan includes unlimited team members.
Related features.
- Reports and dashboardsBuild marketing reports and dashboards on real revenue, compare periods, and share them with a link.
- Tracking healthKnow the moment tracking, customer matching or delivery to an ad platform slips, before it costs you budget.
- AI and MCPAsk your marketing data anything, in plain English.
