Client Sub-Accounts: Agency Account Architecture
How agencies can structure separated client accounts, permissions and reusable setups.
Separate client environments
Client separation reduces accidental data mixing and makes permissions easier to reason about.
Define access roles
Decide which agency staff and client users need administrative versus limited access.
Standardize naming
Use consistent account, workflow, pipeline and asset naming so staff can move between client environments safely.
Plan offboarding
Document data ownership, exports, access removal and asset handover before a client leaves.