Skip to main content
Employees get a focused, read-only view of just the clients assigned to them. This page explains precisely what they can and can’t access.

​
What employees can see

The dashboard, showing only their assigned clients
Each assigned client’s payment status, revenue, and campaigns (read-only)
Client tasks for their assigned clients (read-only)
Their own personal to-do list and calendar
Employees can pull any client task into their personal list with the + button, so they can manage their own workload even though they can’t edit the shared client tasks.

​
What employees can’t see or do

Clients that aren’t assigned to them Adding, editing, or deleting clients Managing campaigns or integrations The Analytics page and agency-wide revenue The Settings, Integrations, Setup, and Employees pages Connecting or viewing Stripe, Meta, or Google credentials
Employees who try to open a restricted page are redirected back to their dashboard. Revenue and integration data is never exposed to employee accounts.

​
Assigning clients to an employee

Client access is controlled entirely by assignments, managed by owners and admins from the Employees page. You can:
  • Pre-assign clients when sending the invite
  • Add or remove assigned clients at any time afterward
Changes apply immediately the next time the employee loads their dashboard.

​
Why it’s set up this way

This model lets you bring on account managers and contractors without exposing your full client roster, your revenue, or your connected accounts. Each employee sees just enough to do their work — nothing more.