Work with clients and teammates
Keep each client’s work in the correct workspace and give teammates the access they need.
How to use it
Confirm the workspace
Read the workspace name and role in the sidebar before creating content, importing people or connecting an account.
Manage membership
Open Settings → Members to review the team and the invitation controls available to your role.
Choose access carefully
Use the role that fits the person’s work. Owners and admins manage broader workspace actions; narrower roles can have approval or editing restrictions.
Switch without mixing data
Use the workspace selector for another client. Use Clients when you want to compare the workspaces you belong to.
What to know
Approval responsibility
Owners and admins can approve their own requests in the current product. A narrower approver role may be prevented from deciding its own request.
Separate connections
A provider connection belongs to a workspace. Do not assume that changing workspaces carries an account or sender across.
If something does not work
If you cannot find a client, verify that you are a member of that workspace. The Clients page shows memberships, not every workspace on the platform.