Manage client accounts
Agencies can run campaigns for several clients from one login. Each client is a separate organization, with its own balance, campaigns and reports, and that separation is what keeps client work clean.
How the structure works
The organization is the boundary for everything: balance, billing, campaigns, audiences and reporting. There are no permission levels inside an organization, so everyone added to one can see and do the same things. That makes a separate organization per client the way to keep client work apart.
- Use the account switcher at the top left to move between clients.
- Invite your team into the organizations they need, each with their own login.
- Disclose that you manage client campaigns during the access request.
Why separate organizations matter
Billing stays clean. Each organization holds its own balance and its own company details, so invoices come out per client without manual reconciliation.
Reporting stays clean. Campaign data does not mix, so a client report covers that client only.
Audiences stay clean. A pixel audience built from one client's conversions belongs to that client, and separate organizations keep it that way.
Access stays contained. Since access is per organization rather than per role, a team member added to one client cannot see another.
Notes
Each organization needs funding separately, and the deposit minimum applies to each. Verification also applies per organization.
