Team & permissions

Control who sees what

Invite your team, assign roles, and scope access per module, from full admin to read-only viewer. Every action is scoped, every seat is tracked.

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At a glance

Four roles, fifteen modules, one grid

Every team member gets exactly the modules they need. Admin sees everything. Viewer sees dashboards and client data. Need something in between? Build a custom set.

Owner bypasses all checks, always full access, cannot be removed

Private clients are invisible to members without an explicit access grant

One email, multiple workspaces, each with its own role

Module visible Hidden from the nav entirely

Atlas Dental, Tempe Private

SCSarah ChenOwner · always

JOJamie OkaforAccess granted

TKTaylor KimCannot see this client

Manage client visibility from the client detail page in the Command Center

Your team

Every seat, every status, one table

See your entire team at a glance, who's active, who's invited, who hasn't logged in. The three-dot menu lets owners and admins edit permissions, revoke access, or resend invitations. The AI agent appears as a bot member with its own row, so you always know it's part of the team.

Five status types, Owner, Active, Invited, Not Active, and Bot, each with its own colour

Per-member actions: edit permissions, revoke access, resend invitation, or delete

The AI agent rides along as a bot member, always visible, no actions needed

The invite button appears only for owners and admins

NTeam membersNorthwind Digital Invite member

Member	Email	Status	Last session	Actions
SCSarah Chen	sarah@northwind.digital	Owner	Today
ARAlex Rivera	alex@northwind.digital	Active	Yesterday	Edit Permissions Revoke Access
JOJamie Okafor	jamie@northwind.digital	Active	3 days ago
TKTaylor Kim	taylor@northwind.digital	Invited	,
Synup AgentAn AI bot	,	Bot	Always on

Owner Active Invited Not Active Bot

Role & permissionsEditing access for Jamie Okafor 13 of 15 on

Role preset

Manager preset: everything except Team Management and Agency Settings.

Permissions

Four presets or build your own

Pick Admin, Manager, Member, or Viewer, each preset fills the module toggles automatically. Need something custom? Toggle any of the 15 modules individually, and the preset switches to Custom. Every module is a simple on/off: on means the team member sees that section, off means it's invisible to them.

4 role presets, Admin (all access), Manager (no team/settings), Member (basic), Viewer (read-only)

15 modules from Dashboard and Clients to Sequences, Proposals, and Agency Settings

Toggle any module and the preset switches to Custom automatically

Changes apply immediately. No deploy or restart needed

Presets are a convenience mapping, not a stored role. Underneath, the database holds three roles, owner, admin, and member, and fifteen module booleans per person.

Simple access control for real teams

Presets and per-module toggles are the core. Around them sits the rest of what an agency needs to run a team: a clean invite flow, per-client visibility, multi-workspace membership, lockouts, assignment, and the agent that shows up as one of your own.

Role presetManager

Admin15

Manager

Member9

Viewer5

Role presets

Admin, Manager, Member, Viewer. Pick a preset and all 15 module toggles fill automatically.

View guide

Modules14 / 15 on

Client Reports

Proposals

Agency Settings

Custom permissions

Toggle any of the 15 modules on or off. The preset switches to Custom automatically.

View guide

Invite team member

First and last nameTaylor Kim

Emailtaylor@northwind.digital

PermissionsMember

Send invite

Invite flow

First name, last name, email, permissions. One dialog, one click, invitation sent. The link expires after seven days and can be resent with a fresh token.

View guide

Team membersAlways on

SSynup Agent

JOJamie OkaforManager

Bot member

The AI agent shows up as a team member with a Bot badge, always on, always visible in the team table.

Atlas Dental, TempePrivate

Sarah ChenOwner

Jamie OkaforGranted

Taylor KimNo access

Per-client visibility

Clients are public or private. A private client is visible only to the owner and the members holding an explicit access grant. Set it in the Command Center.

View guide

Switch workspace2 agencies

NNorthwind DigitalManager

HHarbour & CoOwner

One email, many workspaces

A single login can belong to several agencies, each with its own role and permission set. Pick a workspace after login or switch from the sidebar.

View guide

Security3 failed attempts

Jamie OkaforLocked

Unlock account

Lockout and unlock

Failed sign-ins are counted and the account locks itself. Owners and admins unlock members from the same three-dot menu.

View guide

Unassigned clients3

Atlas Dental, TempeAlex R.

Sunline Auto, MesaJamie O.

Copper Ridge VetTaylor K.

Round-robin assignment

An owner-only action that spreads every unassigned client evenly across the team in one pass. Existing assignments are left alone.

Slack identityLinked

Jamie Okafor@jamie.okafor

Taylor KimNot linked

Standup DM

Slack linking

Link a member's Slack identity so the agent can send standup prompts and task nudges to them directly.

View guide

Up to 67% of local searches are zero-click — most customers never reach the website at all. Woops! centralized local marketing across every franchise and used Synup Campaigns to showcase their best-selling collections right where those customers were already looking, driving 20% more revenue through profile personalization.

Woops! MacaronsMulti-location brand · Restaurants & Food

Read the full story

Questions owners ask before they invite the team

The details an agency checks before handing logins to staff, contractors, and clients.

How many team members can I invite?

There’s no limit on the number of team members you can invite, regardless of your Synup plan.

What are the role presets?

Synup includes four role presets: Admin, Manager, Member, and Viewer. Admins have full access to all 15 modules. Managers have access to everything except Team Management and Agency Settings. Members have basic access to core modules, while Viewers have read-only access to dashboards and client data.

Can I create custom permission sets?

Yes. You can turn individual modules on or off for a team member. As soon as you change the permissions from a preset, the role switches to Custom, allowing you to create the exact access combination you need.

What happens when I revoke access?

The team member loses access immediately. If they need access again later, you can re-invite them and assign the appropriate role and permissions.

Does the AI agent count as a team seat?

No. The AI agent appears as a Bot member in the team table, but it is not a user you invite and does not require its own login or permission set.

Can team members see different clients?

Yes. Clients can be visible to the entire team or kept private. For private clients, access can be limited to the owner and specific team members you choose from the client detail page in Command Center.

Can one person belong to multiple workspaces?

Yes. The same email address can be invited to multiple agency workspaces. Each workspace can have its own role and permissions, and users can choose a workspace when they log in or switch between workspaces from the sidebar.

Is there an audit trail of team changes?

Yes. Changes are recorded in the tenant audit log, which can be used to review the history of a record. Member information also includes security and session details such as the last session, last login IP, failed sign-in count, and lock status. There is not currently a separate team-activity feed.