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Team and permissions

Use roles, privacy levels, and approval workflows to keep the team coordinated without losing control of client work.

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Team overview showing per-member pitching activity and recent replies
Team intelligence activity · replies · workload
3 levels
Owner, Edit, and View
Privacy
Team, public, and private
Workflows
Approvals and shared activity

Scale your team without losing control

Set roles and permissions that match your workflow. Control who sees what and keep client work scoped appropriately.

Share templates, lists, notes, and reports while maintaining privacy where it is needed.

Team workspace with member access and activity information
A shared team workspace access beside activity

Coordination with boundaries

Give people the access they need while keeping each client and campaign organized.

  • Role-based accessAssign Owner, Edit, and View access with hierarchical permissions.
  • Privacy controlsUse team, public, or private visibility for shared work.
  • Approval workflowsReview work before it moves into the next part of the campaign.
  • Shared visibilitySee team activity, shared drafts, notes, and pitching progress.
  • Conflict preventionUse activity visibility to avoid duplicate outreach to the same reporter.

Control who sees what. Keep the whole team aware of what is happening.

Shared activity reduces crossed signals while role and privacy settings protect the work that needs boundaries.

Empower your team

Start collaborating with clearer access and shared activity. No credit card required.

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