Maya Chen
Owner view
Maya Chen
Owner view
Governance layer
User management, roles, permissions, pipeline customization, task statuses, billing settings, portal branding, report branding, custom fields, workflows, and approval templates.
Roles
9
Granular access profiles.
Approval templates
6
Internal, client, executive, and service-specific flows.
Custom fields
18
Across deals, clients, projects, and requests.
Portal brands
4
Client-specific portal and report styles.
Permissions are module-aware, tenant-aware, and client-scope ready.
Owner / Managing Director
Full control over agency operations, financials, users, reporting, and settings.
Operations Manager
Full delivery, resource, workflow, and reporting access with configurable strategic finance visibility.
Sales Manager
CRM, deals, proposals, and onboarding handoff visibility without sensitive finance administration.
Account Manager
Own-client account management, reports, renewals, client communication, and request oversight.
Project / Traffic Manager
Delivery, workload, deadlines, approvals, resources, and bottleneck management.
Creative Staff
Assigned work, briefs, comments, proofs, files, and time logs only.
Finance Manager
Billing, invoices, expenses, collections, margin reporting, and finance exports.
Client User
Client-owned projects, approvals, reports, files, invoices, and request submission.
Freelancer / Contractor
Assigned work, relevant files, comments, and time logs with no broad agency visibility.