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Roles & client access

Roles and client access designed for agencies

Invite staff as owner, admin, member or auditor, and give clients their own admin or viewer access to a scoped portal. Members can be limited to specific clients, and every permission is checked on the server for every request.

7-day trial with a card on file and 300 usage credits. Then $49.99/month unless you cancel.

What you get

Roles & client access in Versabot

  • Owner, admin, member, auditor, client admin and client viewer roles.
  • Staff scoped to the exact clients they serve.
  • Single-use invitations and immediate access removal.
  • API tokens for external agents that can never outlive their creator's access.
  1. 1InviteSend a single-use invite with a role.
  2. 2ScopeLimit members to specific clients.
  3. 3AuditGive auditors read access to attribution without delivery rights.

Good to know

Current limits, stated plainly

  • Single sign-on (SAML/SCIM) is not available yet.

FAQ

Roles & client access questions

Can a client see another client's work?

No. Client roles are bound to exactly one client and only see reports that staff publish to it.

Put the agent to work on one client first.

Connect what you already use, ask for the work in plain language, and approve what leaves the building.

7-day trial with a card on file and 300 usage credits. Then $49.99/month unless you cancel.