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Manage client access

This guide sets up a client who can see one client project and nothing else.

1. Create the client project

  1. Open Monitors.
  2. Select New project.
  3. Enter the client under Project name.
  4. Choose Client language or leave Workspace default.
  5. Select Create project.

When adding competitors for the client, choose this project in Track a competitor. To move an existing monitor, open it, select Edit, change Project, and select Save changes.

2. Invite the client as a Member

  1. Open Team.
  2. Select Invite teammate.
  3. Enter the client’s email.
  4. Choose Member — sees only assigned monitors.
  5. Select Send invitation.

Do not choose Admin for a scoped client: admins see every project and monitor.

3. Grant the right level

After the client appears under Members, select Access:

  • Choose Whole project when the client should see every current and future monitor in their project.
  • Choose Specific monitors when they should see only selected competitors.
  • With Specific monitors, enable Automatically add future monitors in this project when future additions should be shared automatically.
  • Leave unrelated projects at No access.
  • Select Save access.

All projects — current & future is designed for an internal Member who needs everything without admin controls. Do not use it for a client who should be isolated.

4. Verify the result

The access summary should list the expected project or monitor count. For important client isolation, use a separate Member account to confirm:

  • Only the client’s monitors appear under Monitors.
  • Only saved ads from those monitors appear in Library.
  • The client can open Ads and Reporting.
  • Alerts and the weekly digest contain only allowed monitors.
  • Team, Alerts and owner-only Settings are not available to the Member.

Common scenarios

Client sees every competitor for their brand

Use Whole project. New monitors added to the project are included automatically.

Freelancer sees two competitors only

Use Specific monitors and leave Automatically add future monitors in this project off.

Internal analyst sees everything but cannot manage the workspace

Invite as Member and enable All projects — current & future.

Quick one-monitor grant

Open the monitor and select Assign. This is useful for a single direct grant; use Team → Access for project or future rules.

For the role model, see Team, roles & access. For how moving a monitor affects visibility, see Monitors & projects.