Team access is Enterprise-only. Starter and Pro plans are single-user. See
Plans & pricing.
Roles
ClientPlug has three roles:Owner
You — the account holder. Full access to everything, including billing and
team management.
Admin
Full read/write access to all clients, campaigns, and tasks. Cannot change
billing or remove the owner.
Employee
Read-only access, limited to the clients assigned to them.
What each role can do
Admins act on the owner’s behalf. When an admin adds or edits clients,
campaigns, or tasks, the changes belong to the owner’s account — so everyone on
the team sees one shared, consistent set of clients.
How work is divided
- Admins see and manage everything across the whole agency.
- Employees only see the clients you assign to them, and only in read-only mode. This keeps account managers focused on their own book of business and keeps revenue figures private.
Next steps
Invite members
Send invites, set roles, and pre-assign clients.
Employee access
Understand exactly what employees can and can’t see.