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Overview

Permissions let you control which tabs and features are visible to non-admin users in a sub-account. This is useful for hiding advanced features from clients who don’t need them, or for creating tiered access based on plans.

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How Permissions Work

  • Admins always see everything — permission changes only affect non-admin users
  • Permissions control tab visibility in the sub-account navigation
  • Changes can be set per sub-account or applied as defaults via Snapshots

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Configuring Permissions

1

Open the Sub-Account

Navigate to the sub-account in your workspace.
2

Go to Permissions Settings

Click the Permissions option for that sub-account.
3

Toggle Tab Visibility

  • Check tabs to make them visible to non-admin users
  • Uncheck tabs to hide them
4

Save Changes

Apply changes. They take effect immediately for the sub-account’s non-admin users.
Set default permissions in your Agency Snapshot so new sub-accounts are configured automatically.

Sub-Account Management

Full management guide

Restrictions

Restrict entire sub-account access

Snapshots

Default permissions for new accounts

Subaccount Limits

Set usage limits