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Moatrics

Product · Teams and roles

Everyone sees the brands they look after

One organization holds all your brands. Owners and team leads see all of them; project managers see only the ones you give them. Invite people in a minute, change their projects with a tick, and see who did what.

A sample agency's Team page: the owner, two project managers with the brands each can access ticked, and an Invite someone form with the project manager role picked.

Three roles

Pick a role and see what it reaches

The same rules the app enforces. A sample project manager here looks after two of the agency's four brands.

Acme Agency's brands

  • ASAcme StoreCan see
  • AHAcme HomeHidden
  • ABAcme BeautyCan see
  • AKAcme KidsHidden

Can

  • See and work on only the projects assigned to them
  • Connect ad accounts and refresh their data
  • Manage spreadsheets and their reports
  • Edit those projects' name, currency and logo

Can't

  • See projects they haven't been assigned
  • Create or delete projects
  • See or manage the team
  • Change organization settings

Inviting

Invite, pick the brands, done

Adding a freelancer for one brand, or a new account manager for three, takes a minute. Change which brands they see later with a tick; no new invite needed.

  • Their email and their role.
  • For a project manager, tick the brands they should see.
  • They get a notification and an email, and join once they accept.
The Invite someone form: an email box, the project manager and team lead roles, what a project manager can and can't do, and which projects to give them.

Activity

Who changed what, and when

When a client asks why a number moved or who removed an account, the answer is on the Activity page, grouped by day and searchable.

  • Invitations, joins, role changes and removals.
  • Projects, accounts and spreadsheets added or removed.
  • Only the owner and team leads see it.
A sample organization's activity, grouped by day: projects created, people invited and given access, and a spreadsheet connected.

Questions

About teams and roles

Bring your brands into one dashboard

Moatrics is in early access for brands and agencies. Tell us how many brands you run and which platforms you use, and we'll set you up.

support@moatrics.in
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