> ## Documentation Index
> Fetch the complete documentation index at: https://epsilo.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# For agencies

> Run many clients in one workspace: a walled team per client, the right access for each person, and reports clients can open.

> [!NOTE]
>
> **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](https://epsilo.ai/docs/team/teamspaces.md).

**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](https://epsilo.ai/docs/home/cadences-and-roles.md).

**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](https://epsilo.ai/docs/learn/automate-your-optimization.md).

**5. Send each client their report**

Build the client report once as an artifact and schedule it. See [Schedule a report](https://epsilo.ai/docs/artifacts/schedule-a-report.md).

> [!NOTE]
>
> Teamspaces are available on paid plans. See [pricing](https://epsilo.ai/pricing).

## Use it

### Start the day across clients

Run the [daily check](https://epsilo.ai/docs/learn/daily-check.md) 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

```text theme={"system"}
Which client ad accounts are furthest behind their monthly target?
```

```text theme={"system"}
Draft this week's performance summary for this team, with the three biggest changes.
```

## FAQ

> [accordion] 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.

> [accordion] Who can connect a new client's ad account?
>
> An Owner or Admin. See [Connect your first ad account](https://epsilo.ai/docs/getting-started/connect-your-first-ad-account.md).

## Related

> [card] [Teamspaces](https://epsilo.ai/docs/team/teamspaces.md)
>
> Set up a team per client.

> [card] [Schedule a report](https://epsilo.ai/docs/artifacts/schedule-a-report.md)
>
> Send each client their report.

> [card] [For brand owners](https://epsilo.ai/docs/learn/for-brand-owners.md)
>
> How your clients use Epsilo.


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