Team access is Agency-only. Free and Starter plans are single-user. See
Plans & pricing.
Roles
ClientPlug has three roles:Owner
You — the account holder. Full access to everything, including billing and
team management.
Admin
Full read/write access to all clients, campaigns, and tasks. Cannot change
billing or remove the owner.
Employee
Read-only access, limited to the clients assigned to them.
What each role can do
| Capability | Owner | Admin | Employee |
|---|---|---|---|
| View assigned clients | All | All | Assigned only |
| Add / edit / delete clients | ✓ | ✓ | — |
| Manage campaigns & integrations | ✓ | ✓ | — |
| Create / edit client tasks | ✓ | ✓ | View only |
| Personal to-do list | ✓ | ✓ | ✓ |
| View revenue & analytics | ✓ | ✓ | — |
| Manage team members | ✓ | ✓ | — |
| Manage billing & plan | ✓ | — | — |
Admins act on the owner’s behalf. When an admin adds or edits clients,
campaigns, or tasks, the changes belong to the owner’s account — so everyone on
the team sees one shared, consistent set of clients.
How work is divided
- Admins see and manage everything across the whole agency.
- Employees only see the clients you assign to them, and only in read-only mode. This keeps account managers focused on their own book of business and keeps revenue figures private.
Next steps
Invite members
Send invites, set roles, and pre-assign clients.
Employee access
Understand exactly what employees can and can’t see.