How do Agency team roles and permissions work?
Agency team roles control what each team member can see and do. This article explains how agency team roles and permissions work.
Agency team access should use the roles and permissions provided by the Agency account rather than sharing one person’s password; commercial and billing controls stay more restricted than ordinary operational work.
Agency team roles: what you need to know
- The Billing Owner or Administrator is responsible for the Agency subscription and the account-level commercial identity.
- Managers or other authorised team members can handle operational Agency work only to the extent shown by the live plan and permission controls.
- Do not give roster talent the Agency owner’s login simply because the Agency represents them.
- Payment identity, subscription cancellation and ownership-transfer controls should remain with the authorised Agency owner/admin.
- Exact team-seat and permission availability follows the current Agency Pro/Max interface and plan.
Common questions about agency team roles
Which plan includes agency team roles?
Agency Max allows unlimited team seats with Administrator and Manager roles. Agency Pro is designed for a single operator running a roster of up to six represented members, so team seats are one of the reasons a growing agency moves to Max.
What can a Manager do under agency team roles?
A Manager can help run day to day operations such as roster work, pitching and conversations where permitted. A Manager cannot change billing, the subscription or payout settings, which stay with the billing owner or Administrator.
Do agency team roles give access to represented members’ accounts?
No. Representation never transfers a member’s personal account to the agency. Team roles only control what each person can do inside the agency workspace; each represented member keeps control of their own profile and payouts.
How do I set up agency team roles?
Open the team area of your agency dashboard, invite each person by email and choose Administrator or Manager for them. Administrators can manage the team and settings; Managers work the roster and pitches. Remove a seat as soon as someone leaves, and never share one login between several people, because shared credentials breach the Acceptable Use Policy.
Can an Administrator see agency billing under agency team roles?
An Administrator can manage the team and workspace settings. Billing ownership, the subscription and the payout identity still belong to the authorised billing owner, and a change of owner goes through the supported ownership process with support rather than through a role change. Keep the number of Administrators small so that it is always clear who is responsible.
Agency team roles are reviewed by the billing owner, who can add or remove seats at any time from the team area of the agency dashboard.
In short, agency team roles let a Max agency spread the work across Administrators and Managers without ever sharing a login or handing billing control to anyone but the authorised owner. Review the seats whenever someone joins or leaves.
Related help
Further guidance: the National Cyber Security Centre’s tips for staying secure online.
