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Roles & access

Roles built for how agencies actually work.

Give each person exactly the access they need — nothing more. From the founder who sees everything to the freelancer who only sees their own clients, every role keeps the right people focused and the wrong data out of sight.

Leadership · run the business
Owner

Sees and runs everything — finance, billing, the whole team.

Full access
Manager

Runs day-to-day operations and the team. Everything but the money.

Operations + team
Client owners · each owns their book
Account Manager

Owns their own clients end to end — and sees only those clients.

Scoped to their clients
Strategist

Plans and runs the content for the clients they're assigned.

Scoped to their clients
Specialists · one job, done well
Editor

Lives in the video pipeline — edits, delivers, moves work forward.

Production only
Accountant

Owns the books — transactions, reports, the financial picture.

Finance only
External · the client side
Client

Sees only their own deliverables, in a clean external portal.

View-only · their work

Run your whole agency from one place — starting this week.

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7-day free trial · Cancel any time, nothing charged