Client Team Settings
Structure and secure workspaces for client-specific collaboration.
Overview
Client Teams provide a structured workspace for agencies to collaborate on client-specific projects, manage team access, and ensure data security.
Client Team Setting Details
General
The General section houses the client team’s name and ownership settings. Admins can manage team details to keep workspaces organized and easily identifiable across the organization.
Members
The Members section enables admins to add, remove, and assign roles to team members. Permissions ensure that the right people have the appropriate level of access to client-specific projects, data, and agents.
Security
The Security section provides controls to manage team access and data protection. Admins can enforce security policies, restrict access to sensitive information, and maintain compliance with agency and client requirements.
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