Create your account + workspace
Sign up at app.phloz.com/signup with your email (we send a sign-in link, or you can set a password) or with Google. The first time you sign in, Phloz asks for your workspace name. Use your agency's name; Phloz sets up the rest.
Every workspace starts free on the Starter plan (1 active client, 2 seats). The workspace owner can upgrade any time from Billing in the sidebar. When you switch between paid plans, the price difference is worked out automatically.
Invite team members
Go to Team in the sidebar. Under Invite a teammate, type their email, pick a role (see roles below) and click Send invite. For members and viewers, open Pre-assign clients to choose which clients they'll see. This matters under Restricted by assignment, which is the default.
They get an email with an Accept invitation button that works for 7 days, then sign in or create an account with that email to join. Owners and admins can cancel an invite with the × under Pending invites, or resend it by inviting the same address again.
Add your first client
Go to Clients and click Add client. Only the client's name is required; legal business name, website and industry are optional. You can change them later on the client's Overview tab, which also holds email, phone and monthly ad budgets.
Each client gets its own forwarding email address (e.g. client-xyz@inbound.phloz.com), shown at the top of the client's Messages tab. Forward a client's emails there and they appear in that client's conversations.
Roles & what each can do
- Owner: sees everything, manages billing and can transfer ownership. One per workspace. After a transfer, Stripe's receipts go to the new owner, unless you set a separate billing email in Manage billing.
- Admin: invites and removes members, and manages clients, groups, departments and who can see which clients, including which GA4 property and Google Ads account each client reads. Can view Billing but not change the plan or transfer ownership.
- Member: sees their assigned clients (or every client, if your workspace uses Everyone sees everything) and works on their tasks, messages and tracking maps.
- Viewer: can look at their clients' work and comment on its tasks, but not change it. Sees only assigned clients, unless your workspace uses Everyone sees everything. Free: viewers don't use a paid seat.
Workspace access policy
Settings → Client access (owners and admins). Two options:
- Restricted by assignment (the default): members and viewers see only the clients given to them directly, to their department, or through a client group.
- Everyone sees everything: everyone on the team, viewers included, sees every client.
Owners and admins always see every client. Keep the default once you have teams who shouldn't see each other's clients.