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The Agency Staff CRM

👤 Staff (staff.html)

Granular Team Access Control.

The Staff Management page allows Agency Admins to securely invite team members, define exactly which client ecosystems they are allowed to interact with, and precisely gate their internal permission levels.

The Team Matrix

Your team members are displayed in a master table detailing their exact access topography.

👥 The Staff Table

  • Team Member & Title: Their Name, Email, and cosmetic Display Title (e.g. "Senior Editor").
  • Clients: A quick visual read showing whether they have access to "All" clients or only specific assigned profiles.
  • Permissions: A fractional read-out (e.g. 8/8 for full Admins, or 2/8 for restricted junior staff) along with visual iconography of their enabled flags.
  • Actions: You can edit their profiles via the Pencil icon or permanently delete their access via the Trash icon.

Granular Privilege Gating

Clicking the Pencil icon (or "+ Add Staff Member") brings up the Edit Staff Member modal. This is where you configure precisely what a staff member can and cannot do.

🗂️ Assign Clients Layer

Before giving a staff member permissions, you first assign their territorial jurisdiction via the Assign Clients search box. If you limit a "Staff" role to only 3 specific accounts, they will physically never see the data or pages for the other 97 clients managed by your agency.

⚙️ Core Operational Permissions

Enable precise UI controls based on what their role demands:

  • Create Content, Edit Drafts, Review Drafts: Gate who can generate, tweak, or flag low-quality posts. Note: "Review Drafts" allows previewing and rejecting — but does NOT grant approval rights.
  • Schedule Posts: Controls who can commit approved content to a publish date on the content calendar.
  • Publish Directly (The Trust Switch): This is the most critical toggle. Staff WITH this enabled can approve drafts and their content skips Manager Review entirely. Staff WITHOUT it have all content auto-routed to Manager Review for admin approval. For a deeper walkthrough, see the Staff Privileges Guide.
  • Full Client Management & Manage Staff: These controls dictate whether a staff member can touch the agency roster and other staff profiles.

⚠️ Danger Permissions (Budget Impacts)

Highlighted in red are the high-risk toggles. Only Agency Admins should usually have these enabled:

  • Allocate Resources: Warning! Changing video minutes and article quotas physically impacts the agency's global billing limit.
  • Manage Autopilot: Warning! Re-configuring heavy Autopilot schedules (like switching an account to generate 3 videos per day) will cause a massive expenditure of agency resources.