Accounts, teams and agencies
Understand account roles, team access, agency workspaces and client handoff boundaries.
Owners, team admins and agencies
Feature availability
Product, package, provider and deployment boundaries for this page.
- Available from
- Current documentation
- Deployment modes
- cloud
Accounts teams and agencies overview
Use this section when ownership, account switching, team access or agency client boundaries are unclear.
- Manage roles and permissions
- Invite team members
- Switch between accounts
- Manage client accounts
- Configure white-label controls
- Share client reports
- Set notification preferences
Operating surfaces
Account and agency docs should route users to the product area that owns access, branding, report sharing or notifications.
- Account settings own roles and membership.
- Agency workspaces own client accounts and white-label defaults.
- Report pages own client sharing state.
- Notification settings own delivery preferences.
What you can do next
Use these guides to understand account access and client workspace boundaries.
- Review account membership
- Invite team members
- Check agency workspace state
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