Configure Granular Permissions for Sub-Account Settings

As agencies grow, so do their teams—and with that growth comes the need for clear, secure, and intentional access control. We’re introducing Granular Permissions for Sub-Account Settings, giving Agency Owners precise control over who can view, edit, or manage sensitive areas across Sub-Accounts.
What’s New
Previously, users across different roles often had broad, unrestricted access to critical areas such as billing, company settings, and Sub-Account management. This made it difficult to safely delegate responsibilities and increased the risk of accidental changes or unauthorized actions.
With Granular Permissions, you can now:
Define role-based access for key Sub-Account areas
Control read, write, and delete permissions based on user responsibility
Restrict access to sensitive sections like billing, company settings, and client management
Ensure users only see and interact with what they’re authorized to access
Receive clear, contextual messaging when an action is restricted
Where Permissions Apply
Granular permissions are being rolled out across critical Sub-Account workflows, including:
Sub-Accounts List Page – Control who can view and manage Sub-Accounts
Manage Client Page (Basic Details) – Limit access to client-level configuration
Sub-Account Billing – Protect financial and billing-related actions
Sub-Account Company Settings – Secure high-impact configuration settings
This layered approach ensures sensitive operations are protected without slowing down day-to-day work.
Who Benefits
Agency Owners & Admins: Confidently delegate tasks while maintaining full control and securityAgency Teams: Gain clarity on what actions they’re allowed to take—reducing confusion and mistakesClients: Benefit indirectly from improved security, governance, and operational reliability
Why It Matters
As agencies scale, trust and security become just as important as speed. Granular permissions allow agencies to:
Protect sensitive data from accidental or unauthorized changesReduce support tickets caused by access confusion or blocked workflowsImprove retention by giving admins confidence in secure team collaborationMeet governance and compliance needs with clearer access boundaries
Instead of an all-or-nothing access model, agencies now have fine-grained control that grows with their organization.
Built for Scale and Security
Granular permissioning is a foundational step toward mature role-based collaboration within Sub-Accounts. By enforcing access rules consistently across the platform, agencies can operate at scale—without compromising security, trust, or efficiency.