Uses Teamspaces, Members, Home, Automations and Artifacts. Last updated 9 Oct 2026.
Overview
An agency runs many brands across many markets with a small team. The job is to keep each client separate, give each person exactly the access they need, and send each client a report they trust. Epsilo does this with teams inside one workspace.How it works
1
One team per client
In Workspace settings, Teams, select Create team for each client, or each client and market. Add that client’s ad accounts to the team. See Teamspaces.
2
Add the people
Invite teammates and add them to the teams they work on. Give each person access only to the ad accounts they run.
3
Set Home for the job
Account leads pick the Steer role; regional leads pick Orchestrate. Optimizers keep Optimize. See Cadences and roles.
4
Automate the routine per client
Build schedules and scripts per client, from templates, so every account gets the same care. See Automate your optimization.
5
Send each client their report
Build the client report once as an artifact and schedule it. See Schedule a report.
Teamspaces are available on paid plans. See pricing.
Use it
Start the day across clients
Run the daily check across every client first, then open the team that needs you. Pin the teams you work in most to the sidebar.Keep client numbers apart
Work inside a team and every tab, from Apply now to Targets, shows only that client’s ad accounts. Ask Botep from inside the team and the answer stays in scope.Present to a client
Open the client’s artifact and select Present to walk through it in the meeting. Share the link so they open live numbers, not a screenshot.Ask Botep
FAQ
Can a client see another client's data?
Can a client see another client's data?
Not if each client has its own team and each person only has access to their ad accounts. Owners see every ad account.
Who can connect a new client's ad account?
Who can connect a new client's ad account?
An Owner or Admin. See Connect your first ad account.
Related
Teamspaces
Set up a team per client.
Schedule a report
Send each client their report.
For brand owners
How your clients use Epsilo.