Working in the Shared Workspace
Everything in Agency is shared by default. When any team member creates a timeline, adds a client, or logs a vendor, it's visible to the entire team.
Shared data
All team members see the same:
- Timelines — every timeline created by any member
- Clients — shared client list with all associated timelines
- Vendors — shared vendor repository with ratings, attachments, and event history
- To-do lists — all tasks visible to the team
- Templates — saved templates available to everyone
Who can do what
Roles control what actions are available. Viewers can browse and export but can't change anything. Editors can create and modify but can't delete. Admins and the owner have full control. See Inviting & Managing Members for the full breakdown.
Storage and files
File attachments (floor plans, contracts, images) are stored under the team's storage space. All members can view attachments; Editors and above can upload new ones.
Concurrent editing
If two team members edit the same timeline at the same time, the last save wins. For now, coordinate with your team on who's editing what. A good practice: assign clients to specific team members and let each person own their client's timelines.