Admin
Configures access, reference data and operational settings for the agency.
Can
- Manage Users, Organizations, team members
- View client accounts, Engagements, operation receipts
- Marketing Agency PSA
- Roles and permissions
Who can do what in Marketing Agency PSA
Assign ownership for client work, delivery review and finance.
Who can do what
| Role | Client relationships | Engagement planning | Service delivery | Creative delivery | Time and expenses | Billing and collections | Capacity and margin |
|---|---|---|---|---|---|---|---|
| Admin | Edit | Edit | View | View | — | View | Edit |
| Account Manager | Edit | Edit | — | View | — | View | — |
| Engagement Manager | — | Edit | Approve | Approve | View | — | View |
| Delivery Specialist | — | View | Edit | Edit | Edit | — | Edit |
| Finance Manager | — | View | View | View | — | Edit | — |
| Agency Partner | View | View | View | View | — | View | View |
Each role in detail
Account Manager
Owns client records, billing terms and the engagement handoff.
Can
- Manage client accounts, Engagements
- View creative deliverables, deliverable payments
Starts on: Engagement Schedule
Engagement Manager
Owns delivery progress and reviews submitted service work.
Can
- Manage Engagements, creative deliverables, service entries
- View time entries, Expenses, review decisions
Reviews and approves
- Approve service entries, creative deliverables
Starts on: Expenses Awaiting Approval
Delivery Specialist
Records assigned work and prepares deliverables for review.
Can
- Manage service entries, time entries, Expenses, creative deliverables
- View Engagements
Starts on: Rejected Service Entries
Finance Manager
Reviews billing readiness, invoices and collections.
Can
- Manage deliverable payments
- View Engagements, creative deliverables, service entries, operation receipts
Starts on: Expenses Awaiting Approval
Agency Partner
Reviews client value, staff utilization and engagement margin.
Can
- View client accounts, Engagements, team members, deliverable payments, operation receipts
Starts on: Engagement Board
Set up Marketing Agency PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.