Invite + manage members
Open Team in the sidebar. Owners and admins see Invite a teammate: enter an email, pick a role and click Send invite. Your teammate gets an email with an Accept invitation link that works for 7 days. They sign in or create a Phloz account with that email to join. What each role can do is in Getting started.
Each teammate's row has a ⋯ menu for owners and admins: change role, manage client access, manage departments, send the daily digest now, and remove from the workspace.
Removing someone also disconnects any Google account they connected under Settings → Integrations, so their Google login stops feeding your imports and Ads Health. The Remove dialog names the account; reconnect it with another login.
Departments
Group your team by discipline ("PPC", "SEO", "Social", "Account Management"). A person can be in several departments. Owners and admins manage them under Team → Departments.
The Team page shows each person's departments as colour chips. Anyone in two or more departments gets a small ★ Lead badge.
Click a department's name to open its page. From there you can add several people at once, remove people, and see which clients and client groups the department can access.
Four ways to give access
Under Restricted by assignment, members and viewers see a client only when at least one of these gives them access:
- One person, one client. Use the toggles on the client's Access tab, or Manage client access in the teammate's ⋯ menu.
- A department, one client. Everyone in the department gets access. Set it in the Department access section of the client's Access tab.
- A department, a client group. Everyone in the department gets every client in the group, including clients added to it later. Set it in the group's Manage access dialog.
- One person, a client group. Handy for a freelancer or an executive. Same dialog, Direct members section.
Owners and admins always see every client. The client's Access tab shows an Effective access list: who can see this client, and which of the four ways gives each person access.
Assigning a task doesn't give access. A client's task, request or recurring task goes only to someone who can see that client: Phloz says so and asks you to give them access first, or to pick someone else.
Switching the workspace policy
Settings → Client access (owners and admins). New workspaces start on Restricted by assignment: members and viewers see only the clients one of the four ways above gives them.
Switch to Everyone sees everything if your whole team works on every client. Everyone, viewers included, then sees every client, and the access you've set up is kept for when you switch back. Stay restricted once some people shouldn't see some clients, for example a client under an NDA.