For agencies
Each client is its own organisation, roles go down to “only own”, and the all-clients overview puts every client’s results side by side.
An account can hold any number of organisations, each with its data kept apart. The all-clients overview shows spend, leads, costs and data freshness in one row per organisation; owners and admins see it.
What the video shows
Every client in a different sheet. Every rep sees everything.
The problem: client data is scattered and access has no limits.
Each client is its own organisation.
One account and three client organisations, each with a different role: Administrator, Operator, Viewer. Then the “only own” role: a rep sees only their own clients.
All clients in one overview.
The panel: the all-clients overview with each client’s spend and results side by side, and a flag when Meta data is stale.
One login, every client, the right access.
Summary and the Convs logo.
Short clips from the panel with a demo organisation’s example data, no sound.
