All guides, by feature
Change a teammate’s specialty
Pick a new Specialty Role in their row in Team.
Before you start
- Who can do this
- Agency Owner or Admin
- Where in Orbit
- Sidebar › Manage › Team
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
In the sidebar, open Team and find the person.
In their column, choose Executive, Paid Search, Paid Social, Programmatic, Account Manager, Strategy, Creative, Analytics or Other.
If their follows their specialty, check it still covers the right clients.
When it worked
Their new specialty shows in the [[Specialty Role]] column. Where your agency has Mission Control, their board follows it.
If something goes wrong
They now see no clients.
Their Client Access follows their specialty, and the new one has no matching client service. Open their Client Access cell and choose Assigned clients only or All clients.
How it works
Explainer: Specialty Role: what it changes
A Specialty Role names the work someone does, such as Paid Search or Strategy. It doesn’t change what they’re allowed to do. It can decide which clients they see, and which Mission Control board they get.
Client Access can show someone every client with the service that matches their specialty, for example All Paid Search clients. Specialties with no matching service can’t use that option, so assign their clients one by one.
Mission Control is switched on for some agencies only. Where it is, the board follows the specialty. An Owner or Admin whose specialty has no board sees the Executive board.
| Specialty Role | Client service it matches | Mission Control board |
|---|---|---|
| Executive | None | Executive |
| Paid Search | PPC | Paid Search & Social |
| Paid Social | Paid Social | Paid Search & Social |
| Programmatic | Programmatic | Programmatic |
| Account Manager | None | Account Mgmt |
| Strategy | None | Strategy |
| Creative | Creative | None yet |
| Analytics | Analytics | Analytics |
| Other | None | None yet |
Explainer: Client Access: which clients someone sees
Client Access sets which clients a teammate can see, along with those clients’ plans, reports, pacing and data. You set it per person once they’ve accepted their invite.
| Option | What they see |
|---|---|
| All clients | Every client at your agency. |
| All Paid Search clients, or their own specialty | Every client with the service that matches their Specialty Role, including clients added later. |
| Assigned clients only | Only the clients you tick. Star one to mark them as that client’s lead. |
- Until you choose, a new teammate sees all clients. Set their access as soon as they show as ACTIVE.
- Changing someone to Specialist switches them to Assigned clients only and opens the panel so you can tick their clients. Changing them to another role gives them all clients again.
- Someone with no clients, such as Assigned clients only with none ticked, sees no client data, pacing or insights.