Clients and team
Manage clients, roles, permissions, and team access.
Articles in this category
- Roles, permissions, and team accessCompare Owner, Admin, Member, and Viewer before granting access.Reference6 minutes read
- How to create your first clientCreate a client with a connected Meta or Google account, appropriate assignees, and the right AI authorization.Guide7 minutes read
- How to switch clients safelyChange the operational context without acting on the wrong client.Guide5 minutes read
- How to check ad balances and set alertsReview Meta Ads billing and the remaining Google Ads account budget, then receive low-amount alerts on WhatsApp.Guide6 minutes read