Getting started

Accounts, roles and access

Who can see what in Aisoiq: user accounts, agency roles and client assignments.

Your account

Profile: name, phone, avatar and email preferences.
Password: enforced complexity: at least 8 characters with upper case, lower case, a number and a symbol.
Sign-in: email and password, Google sign-in, or a one-time code by email. Repeated failed attempts trigger a temporary lockout.
Notifications: choose which activity categories reach you by email, and which only appear in the activity feed.

Roles

Role	Scope
Agency Admin	Everything inside one agency: team, clients, branding, white label, billing, API keys.
Team Member	Only the clients they are assigned to, with the features enabled for that agency.
Client user	A read-focused view of their own workspace and reports.

Cross-agency isolation

Users, clients and emails are isolated per agency. A user in one agency can never read another agency's clients, even if the same business exists in both.

Client assignments

Assign team members to specific clients from Agency → Team. Assignment controls what appears in their client switcher, their dashboards and their reports. Removing an assignment revokes access immediately without deleting any work they produced.

Role vs assignment

It helps to keep these two ideas separate: a role decides which features a person can use (can they edit branding, can they manage the team, can they see billing), while a client assignment decides which businesses they can use those features on. A Team Member with the strongest feature permissions still sees nothing until they are assigned to at least one client.

Common access setups

Situation	How to set it up
Freelancer helping on one client only	Team Member role, assigned to that single client.
Full-time strategist across the whole book	Team Member role, assigned to every current and future client as they onboard.
Client wants to see their own reports	Create a Client user for their workspace rather than sharing an agency login.
Someone leaves the agency	Remove their client assignments and deactivate the account; do not just change the password.