Team, workspace and integrations

Manage agency members

Give agency staff appropriate access across client desks and remove it when their assignment ends.

Invite accountable people

Create an individual membership for each person who works across client desks. Shared accounts make ownership and access reviews unreliable.

Match access to work

Use agency and workspace roles that fit the member's responsibilities. Avoid giving broad management access solely for convenience.

Review regularly

Remove access when a contract or assignment ends. Check both agency membership and any workspace-specific role that may still grant entry.