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Team and clients

Workspaces for brands, roles for the team and access for clients

Running campaigns for several brands or clients? Each gets its own workspace with its own mailboxes, campaigns and replies. Colleagues and clients see only what is theirs, nothing more.

8 min read·6 chapters·5 questions
colldly.com/dashboard
Team and role management in Colldly

When you run outreach for several brands or clients, it stops being about features and starts being about order. Campaigns must not mix, mailboxes must belong to the right domain and a client must not see another client's data.

Colldly solves this with separate spaces. Every brand has its own world, and access is checked on the server with every request, not just by hiding buttons in the interface.

A workspace as a separate space

A workspace is a separate space for one brand or client. Its campaigns, email mailboxes, lead lists and blocklist belong to it. You switch between them with one click in the header.

The separation is not cosmetic. A campaign created in one space cannot use a mailbox from another, so one client's offer never goes out from another client's domain. The same applies to the blocklist: a domain excluded for one client does not block the campaigns of the others.

Contacts are a deliberate exception. They work as a shared mini-CRM across brands so that you know whom you have already contacted, regardless of the brand.

Roles and who sees what

Owner
Full access to everything: settings, billing, all brands, creating campaigns and managing the team.
Manager
Works with the assigned brands and replies in Unibox. No access to account settings or billing.
Client
Sees the overview, their campaigns read-only, the replies and contacts of their brand. Cannot change campaigns or see other brands.

Client access instead of monthly reports

The biggest time saving in agency work is not in sending but in reporting. Assembling a spreadsheet for every client every month is work nobody invoices.

When the client gets their own access, they check the results themselves, any time. They see how many companies were contacted, what the open rate is and, above all, which replies came in, because that is what interests them.

A practical side effect: a client who sees replies in real time gets back to you faster and the deal closes sooner.

colldly.com/dashboard › Overview
The dashboard a client sees in their workspace in Colldly
The client logs in and sees their campaigns and replies in real time, read-only.
Tip: Team members are not charged. The price is for the plan, not per head, so feel free to invite clients too; it will not raise your invoice.
colldly.com/dashboard › Credits
Credits in Colldly: one shared balance for the whole account
Credits are shared across the account; team members and workspaces are not paid for separately.

How to invite someone

1
Enter the email and role
In the Team tab fill in the address, choose a role and assign the brands they should have access to.
2
The invitation goes out
They get an email with a link to create an account. They log in with their own password, which they choose themselves.
3
Access is linked
After signing up their membership is assigned automatically and they see exactly the brands you specified.

How the separation is secured

Hiding a button in the interface is not security. Anyone with basic browser knowledge can call the same interface directly, and if access were decided only by what is visible, the data would be open.

In Colldly authorisation is therefore checked on the server with every single request. When a team member asks for campaigns, the server first determines which brands they have access to and returns only those. If they ask for something outside their scope, they get a refusal, not an empty list.

The same logic applies to replies and to deletions and edits. Mailbox passwords are masked for members in the interface, so even a manager with access to a mailbox does not see its password.

A typical agency setup

How most agencies arrange it in practice.

A workspace per client
One client equals one brand with its own mailboxes and domains. Clear for invoicing and for handing over results.
Your own workspace for yourself
The agency also runs its own acquisition campaign in a separate space, apart from the client ones.
A manager per group of clients
Every team member is assigned only the clients they actually manage. Nobody sees the whole portfolio.
The client as an observer
The client gets read access to their brand. Reports disappear and the client has the results at hand any time.

What this feature does not do

So you know exactly what you are buying: these are deliberate limits, not bugs.

A client cannot launch or edit campaigns. That is intentional: they should see results, not interfere with the setup.
There is no custom role definition. Three prepared roles are available and cover common situations.
Unlimited workspaces are part of the Agency plan; lower plans have a limit.
Contacts are shared across brands. If you need them fully separated, separate accounts are the solution.

Frequently asked questions

Do I pay for every team member?

No, we do not charge per user. You pay for the plan and invite members as needed.

Can a client get to another client's data?

No. Access is checked on the server with every request according to the assigned brands, not by hiding elements in the interface.

Can a member manage their own reply mailbox?

Yes, they can manage collector mailboxes because that is their operational matter. Sending mailboxes and warm-up stay with the owner.

How many brands can I have?

Unlimited on the Agency plan. Lower plans have the limit listed in the pricing.

How do I remove a client?

In the Team tab you remove them and their access ends immediately. Their data stays in your account.

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