Collaboration & Organizations

Scopes, Team, Agency, Enterprise, and roles.

How Personal, Team, Client, and Enterprise scopes decide who sees an analysis and who pays.

Shared analyses, members and roles, library, reports, analytics, activity, and seats.

Manage multiple clients with isolated workspaces, per-client and per-member budgets, and tool allowlists.

Org-wide executive intelligence, AI briefings, structure, linked containers, and agency allocation.

Every workspace, agency, and enterprise role and what it can do.