Teams
Control who sees what
Invite your team, assign roles, and control access. Clients see their world. Team members see only what they need.
Emma Diaz
emma@agencly.app · Designer
Module Access
People & roles
The right access for everyone
Role-based access
Owner, Admin, Member, Client, Guest. Each role gets exactly the right permissions.
- Custom roles
- Permission levels
- Client isolation
- Guest access
Enforced server-side
Acme can only ever query Acme's projects, invoices, and files. Cross-client access is blocked at the API, not hidden in the UI.
Team management
Invite members, assign to projects, and see who is doing what.
- Team directory
- Project assignment
- Availability
- Workload view
Security & visibility
Boundaries you can prove
Client separation
Each client only ever sees their own workspace slice. Enforced server-side.
- Per-client isolation
- Portal permissions
- Data boundaries
- Audit trail
Activity & audit
Who changed what, and when. A complete trail for accountability.
- Activity logs
- Change history
- Login tracking
- Access logs
Consolidate your stack.
Teams replaces standalone tools. Here is what your agency can drop.
Shared logins
Security
Replaced by Agencly Teams
Google Groups
Teams
Replaced by Agencly Teams
Custom RBAC
Development
Replaced by Agencly Teams
Part of the whole.
Because Teams lives in the same workspace as everything else, the data connects itself. No context-switching.
Projects
Assign members to projects
Client Portal
Control client portal access
Messages
Communication with proper permissions
Ready to run teams in Agencly?
Start a free workspace and see how Teams fits your agency. No credit card, no commitment.