This article distinguishes the meaning between an end user (the person whose account the agency manages) or for a co-worker (someone who works at the agency).

It outlines various scenarios and what steps must be taken in order to have a desirable outcome.

Agency Managing Account for Customer

If an agency is responsible for managing its customers account, end user permissions are needed. They must provide limited access to the client as for them to simply oversee everything in their dashboard. The End User Roles and Permissions can be set up here.

Agency Permissions for Customers to Manage the Account Themselves

If an agency is responsible for managing its customers account, end user permissions are needed. They must provide full access to the client as for them to be able to view but also make changes. The End User Roles and Permissions can be set up here.

Agency is Managing a Company, but People Should Not See Each Other's Profiles

If an agency has multiple profiles in a company but they wish to have each client only see their own dashboard it is necessary to take the following steps:

  1. Create an agency
  2. Make appropriate End User Roles and Permissions

Agency is Managing a Company, but People Can See Each Other's Profiles

If an agency has multiple profiles in a company and each client can see each profile, it is necessary to take the following steps:

  1. Create an agency
  2. Make appropriate End User Roles and Permissions

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