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Owner

The view over the whole business

The owner runs the workspace: every client, every number, the team and the billing. Nothing is hidden, nothing is off-limits.

Full access

Why this role exists

Someone has to be able to see the full picture — the money coming in, the work going out, who's doing what. The Owner is that person: the founder or partner who carries the business.

Owner access is deliberately unrestricted, and it's the one role you can't accidentally lock yourself out of. It's the safety net the whole workspace hangs from.

What they run

Finance & billing

The full financial picture, plus the subscription and any add-ons.

The whole team

Invite people, set their roles, build the reporting structure.

Every client & deal

All clients, the sales pipeline and the cockpit, end to end.

Roles & access

Decide what every other role can see and change.

In practice

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The founder of the agency. They set up the workspace, invite the team, watch the numbers and keep the lights on — while everyone else works inside the boundaries the owner sets.

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

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