Access and administration
Team and client access
Manage people, organizations, client membership, and product access.
Access is the agency workspace for maintaining who can enter each organization and which Agentix products are available to them.
What this workspace includes
- People directory across managed organizations
- Team and client membership
- Product access matrix
- Access activity history
Complete workflow
- 1
Open Access
Use the Agentix navigation when your role includes it
- 2
Choose the organization
Confirm the agency or client context
- 3
Update membership or products
Apply the intended access
- 4
Review Activity
Confirm the recorded change
How records and settings behave
- Available controls follow your role
- Product access cannot exceed the organization’s available products
- Activity preserves qualifying access changes
Working effectively
- Use the smallest appropriate access scope
- Remove access when responsibilities change
- Review product access during onboarding
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Team and client access?
Use the Agentix navigation when your role includes it
When is my work saved?
Available controls follow your role
How do I confirm the result?
Return to the related list or detail view and review its current status. Activity preserves qualifying access changes