v2.2.0
Agency workspaces and client separation
Agencies can manage multiple clients from one login with strict data separation, per-client roles, and a portfolio view.
Agency teams were creating a separate account per client. Workspaces replace that: one login, a portfolio-level view of every client, and hard data separation between them.
Roles are scoped per client, so a freelancer can be given access to one account without seeing the rest of the book.
Detailed changes
New Features
- Multi-client workspaces with a portfolio overview.
- Per-client roles: owner, analyst, and read-only.
- White-label report headers on agency plans.
Security
- Row-level separation enforced server-side for every client query.
- Audit log of access and role changes per workspace.
Bug Fixes
- Fixed an issue where switching clients kept the previous date range.
Related features
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