Assigned clients stay visible
Scoped members can open the client records they are assigned to and the related work connected to those clients.
Features
Team access control
Let contractors work without opening the whole book.
Workspace369 client-scoped access limits a team member to assigned client records and the work that belongs to those clients, while owners and admins keep full workspace visibility.
Client-level scopePrivate workspace searchLeadership-only reporting
MP
Maya PatelFreelance strategist
ScopedFull bookScoped to assigned clients
Assigned clients2 of 12
Southline RealtyProjects, invoices, inbox, files
Cedar Grove StudioTasks, schedule, time entries
2clients
7projects
18invoices
42files
What changes
A scoped member sees their lane, not the entire operation.
The setting is simple for the owner: keep a member on Full book, or scope them to specific clients. Workspace369 carries that boundary across inherited records.
Inherited work follows the client
Projects, invoices, files, inbox conversations, tasks, calendar events, and time entries inherit the same boundary.
The rest of the book disappears
Other clients, unrelated inbox threads, workspace-wide financials, and margin-level reporting are not available.
Access model
Two modes that stay easy to explain.
Scope is separate from permissions. A permission decides what someone can do. Client scope decides which client records those permissions apply to.
Default
Full book
Owners, admins, and full-access members see the workspace normally.
- All clients
- Workspace-wide inbox
- Revenue and reporting visibility
Client-limited
Scoped to assigned clients
Contractors and account managers see only assigned clients and inherited work.
- Assigned client records
- Connected projects, invoices, files, tasks, events, and inbox threads
- Own time entries remain visible
Secure by default
A real access boundary, not a visual shortcut.
Workspace369 keeps the same client boundary across pages, workspace search, inbox conversations, files, automations, and reporting so scoped members stay in the lane you assign.
Client pages stay limited
Assigned clients and connected work stay visible. Unrelated clients, private notes, and other accounts stay out of view.
Workspace search respects assignments
A scoped member can search their workspace without results leaking other clients, files, or private inbox threads.
Related records follow the client
Projects, invoices, proposals, files, tasks, events, time entries, and conversations follow the same client assignment.
Full-business reporting stays private
Workspace-wide financials, margins, and operating totals stay reserved for owners, admins, and trusted leaders.
Agency-with-contractors wedge
Add help without creating a second workspace.
Client-scoped access is built for agencies, consultants, service teams, and operators who need contractors or portfolio owners inside the same system without exposing margins, unrelated clients, or the rest of the inbox.
Freelancers assigned to only their accounts
Give a copywriter, designer, installer, or specialist the client context they need without exposing every account.
Portfolio owners inside one workspace
Let each manager work their assigned clients while leadership keeps the full operating view.
Limited collaboration without shadow systems
Avoid separate workspaces, shared spreadsheets, and manual exports just to keep outside contributors contained.
How it works
Designed for teams that share work carefully.
Owners set the member's access mode once. Workspace369 keeps the client, connected work, shared internal records, and leadership-only information in the right places as the team grows.
Pick Full book or Scoped
Permissions decide what a member can do. Client scope decides which records those permissions apply to.
Client-linked work follows the assignment
When a member is assigned to a client, the related work they need appears with that client context.
Internal work stays shared
Team tasks, shared calendars, and internal coordination can stay visible when they do not reveal private client data.
Access follows assignment changes
When clients are added, removed, or reassigned, Workspace369 keeps the member view aligned with the current team structure.
FAQ
Client-scoped access questions.
Short answers for teams deciding whether contractors, account managers, or vendors can safely work inside the main workspace.
What is client-scoped access in Workspace369?
Client-scoped access is an internal team access mode that limits a member to assigned clients and the related records that inherit from those clients.
Can owners and admins be scoped?
No. Owners and admins remain Full book because they are responsible for the workspace, billing, settings, and full operating visibility.
Does this only hide records in the interface?
No. Workspace369 applies the same client boundary across client records, workspace search, inbox conversations, files, connected work, and reporting.
Do scoped members still see internal team tasks and calendar events?
Yes. Internal task boards and non-client calendar events can remain shared because they do not reveal a specific client record.
Ready for controlled team access