Choose a client's account team
Pick the agency staff who work on a client and its lead. The client sees them on its Home, and the lead is asked about the client's unfinished setup.
2 min readUpdated 7 October 2026
The account team is the list of your staff who work on a client, with one lead. It is about who does the work, not who can see the client: everyone at your agency can open a connected client.
Before you start
- You need a role that can manage users.
- The people must already be on your agency's team.
Choose the team
- Open the client. In its menu under Account, choose Account team.
- Choose Add team member and pick a colleague. Repeat for each person.
- Choose Make lead on the person who leads the account. Until someone is lead you see "Pick an Account Lead".
- Use the arrows to set the order people are shown in.
- Choose Save team.
You can also do this during the client's setup, in the Team & Access step.
What you will see
- On the client's Home, its people see Your team at your agency: each person's photo, name and job title, the lead first, and anyone away in the coming weeks.
- On Clients, Mine lists the clients whose account team you are on. Account managers and specialists see Mine first.
- The lead sees "setup not finished" on Needs you for that client.
Troubleshooting
- A colleague is not in the list: they must have accepted their invitation to your agency first.
- A person shows "No role set": add their job title in their profile so the client sees it.