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Partners

Bring your agency in. Give them exactly what they need.

You do not have to share your password, and you do not have to show them everything. You invite the partner into your workspace and choose what they can reach.

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Partner accessAGAgency
Sales and pipelineFull
Projects and tasksFull
Marketing and campaignsFull
Invoicing and financeRead only
ContractsNone
Team and permissionsNone

Use cases

Who it is for

For founders

Bring the marketing agency in for campaigns and the accountant in for invoices — without anyone seeing everything.

For agencies

Manage several client workspaces from one place. No juggling ten passwords, and every step you take is logged.

For accountants and consultants

Access exactly what you need. No more, no less.

You decide what they see

Access is granted per module, and revoked whenever you want.

  • Every partner action is logged — who, what, when
  • Access can be revoked with one click
  • The partner never sees your passwords and cannot change payment details
  • Your workspace stays yours — the partner is a guest, not an owner
Activity logLive
AGLaunched a campaignAgency2 min ago
ACOpened an invoiceAccountant18 min ago
AGEdited a proposalAgency1 hr ago
YORevoked accessYouyesterday

Frequently asked questions

A partner counts as a user in your workspace, so they count towards your plan’s seat count. On an unlimited-seat plan there is no extra cost.

There is no limit. The agency receives a separate invitation per client and sees a separate workspace — data never mixes.

Any time, with one click. Revocation takes effect immediately and appears in the log.

No. Access is granted per workspace, and only to the modules you selected.

What stays true throughout

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