Agencies: Teams

Team roles and permissions built for agency operations

As agencies scale, the risk shifts from “making content” to “running a reliable process.” Teams helps you define roles, reduce mistakes, and keep work accountable across many clients.

Clarity in permissions is how agencies prevent expensive mistakes.

Agency Permissions

A
Alex (Admin)
Can manage all clients & billing
Full Access
S
Sarah (Member)
Can create and schedule posts
Member

A team structure that supports your workflow

Agencies typically operate with clear responsibilities: creators produce drafts, reviewers validate quality, and publishers protect client-facing risk.

Creators

Focus on drafting content and assembling assets without touching sensitive organization settings.

  • Faster production
  • Cleaner handoffs
  • Less risk

Reviewers

Catch mistakes before clients see them: tone, compliance, brand fit, and campaign alignment.

  • Higher quality output
  • Fewer revisions
  • Less client churn risk

Publishers/Admins

Protect client-facing actions like connecting channels and managing sensitive organization settings.

  • Permission control
  • Operational consistency
  • Better governance

How agencies combine Teams with Workspaces and Approvals

1) Scope client work with workspaces

Keep every client separated so your team always works in the right context.

2) Collaborate internally with roles

Creators draft, reviewers QA, and admins protect sensitive actions so the process stays clean.

3) Request client approval at the right time

Send content for external sign-off only after internal review, so feedback loops stay short.

4) Publish with confidence

Approval workflows and ownership reduce mistakes and make it easier to answer “who changed what.”

Teams FAQs (Agencies)

Agencies manage multiple clients and multiple people. Roles reduce risk by controlling who can connect channels, change settings, and publish content.
Teams makes ownership clearer so you can trace who created or updated content and run cleaner reviews before publishing.
Workspaces separate clients/brands. Teams manages people, roles, and permissions across your organization.
Yes. Many agencies split responsibilities across creators, reviewers, and publishers, and use roles to keep sensitive actions restricted to the right people.
Yes. Restricting sensitive actions and keeping ownership clear reduces accidental edits, missed handoffs, and last-minute publishing errors.
Yes. Teams supports internal collaboration first, then you can request external approval from the client when work is ready for sign-off.
Invite your team, define roles, then combine Teams with workspaces and approvals to create a repeatable multi-client workflow.

Ready to scale your agency team?

Invite teammates, define roles, and keep multi-client operations clean as you grow.