Найзручніший простір для роботи з клієнтами та співробітниками

It is a handy tool for agencies and teams.

A master account allows you to:

• invite clients and colleagues;
• manage their balances;
• manage projects and deals.

A master account is control in one hand. But with extensive delegation capabilities

A colleague is an employee of the company who can manage projects of a client or master account to which access has been granted.

A colleague can only join the master account after receiving an invitation.

The customer is your customer.

If the client is already working in the Collaborator, you can send an invitation for cooperation within the system. After he accepts it, you will have access to your client's projects, which you can manage on your own or transfer to the management of colleagues.

If the client has not worked with the Collaborator before, you can invite him to join via email. He will receive an email with your referral link and an invitation to register. After registration, the client will be automatically linked to your master account as a client and referral.

Якщо ви перестали співпрацювати з клієнтом, ви можете відв'язати його від свого майстер-акаунта. Для цього надішліть запит через особистий кабінет і чекайте, поки клієнт прийме його.

You can block access to a colleague's account. In this case, he loses any access to projects.

Through your personal account, you just need to click the "pause" button. Your colleague will receive a notification by mail that you have blocked his account.

If necessary, you can always restore access to it.

Your client can work in the same currency as the master account.

If you have a need to work in different currencies, then you need to create several master accounts.

You can conveniently link them to each other to quickly switch between them without having to enter a username and password each time.

This will allow you to work with clients in any currency.

The following actions are available for the master account in the client's account:

• client project management;
• creating and paying for new deals;
• approval of finished tasks;
• balance replenishment;
• the master account can share access to the client's project to his colleague.