Each Admin account with an Agency level license, as in Agency Premium, Premium with Regular Agency, or Agency, has the option to create up to five team member accounts and assign different permissions to each team member.

The Admin account has the option to create folders in the dashboard. This is extremely useful as it provides a flexible way to share and organize tasks and projects for your team members.

Note: user accounts do not have folders available.

For this tutorial we have activated two team accounts inside a folder:

Here you can see how the projects section inside the Admin account dashboard is organized.

In this section are stored projects that are not assigned to a folder. These projects will be visible to all team members and do not require permissions. It is only the projects inside folders that you can give permission to different users.

In this section are stored all the folders. Inside these folders are the projects you have assigned to the team members.

Here you can see inside a user account.

The Projects section will show any project that is not assigned to a folder.

Your team members will not have any folders unless you give persmissions.

Start by creating a new folder. For this example we are going to create a new folder for a fictitious Customer 1.

Click on the 'New Folder' button, enter the name of the folder and 'Create Folder'.

Navigate to the Projects section. We are going to assign the project or projects to the new folder (or any folder you want).

Find the project you want to move to the folder and click on the three dots on the right of the project thumbnail to open the menu. Click on 'Move'.

Select the folder/s you want to assign this project to and confirm.

Move back to the Folder section, find the folder and click on the three dots to open the menu. Click on 'Permissions'.

A pop-up will appear showing you the list of users. We are going to assign this project to two team members. Toggle the switch those two team members and save the changes.

Here you can see how it looks inside the team member account:

The Admin can revoke permission for a project at anytime by setting the toggle button for that user to off. The folder will disappear from the team member dashboard.