Roles: owner, manager, member
How roles affect navigation and actions in the agency workspace, and what’s typically gated by permission.
Prerequisites
- Clarity on who needs which access
- An understanding of portal vs workspace surfaces
Steps
- Define roles for owners/managers/members.
- Confirm portal users only have client-safe access.
- Review gated actions and ensure least privilege.
Tips
- Keep client-safe content in the portal; keep internal delivery context in the workspace.
- Prefer workflow runs for repeatable execution and tasks for owned follow-ups.
Troubleshooting
- If you can’t find a page/action, confirm your role permissions.
- If content looks out of date, check the project timeline and latest updates.
