Freelancers assigned to only their accounts
A copywriter, designer or specialist gets the client context they need, and nothing else.
Contractors see their clients. Not your whole book.
Scope a team member to the clients you assign. They get those clients and the work that belongs to them; owners and admins keep the full book. It works on every plan.
14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Owner sets Maya's accessWhat Maya sees
- 01
- Search, inbox and files follow the same boundary
- 02
- Owners and admins always have full access to every client
- 03
- On every plan; scoping someone needs a second seat
What is client-scoped access?
Client-scoped access is a permission model that limits a team member to assigned clients and the records inherited from those clients. In Workspace369, that can include related projects, invoices, retainers, files, conversations, tasks, calendar events, time entries and contracts.
Reviewed October 21, 2026 by the Workspace369 Product Team. Availability can vary by plan and workspace configuration. Read the versioned access guide
Watch · 1:04
Invite your team to Workspace369
Invite your team to Workspace369: pick a role for each person, choose which clients they can see, and whether they can see your prices and invoices.
Read the transcript and chapter guide →Recorded in a demonstration workspace. Check current plans and settings for availability.
Their lane, carried everywhere.
Scope is separate from permissions: a role decides what someone can do, and client scope decides which clients it applies to. The boundary follows every record that belongs to a client.
A scoped member sees
- Their assigned clients. View and edit, and add new ones if you allow it.
- Everything that belongs to them. Projects, files, inbox threads, tasks, events, time entries and contracts; invoices if the role allows.
- Shared team work. Their own time, internal task boards and non-client events.
And never sees
- Other clients. Not in their pages, search or inbox.
- Workspace-wide numbers. Financials, margins and totals stay with owners and admins.
- A delete button. Scoped members can’t delete clients.
Add help without opening a second workspace.
For agencies, consultants and service teams who bring in contractors or give each account manager a portfolio, inside the same workspace.
Portfolio owners inside one workspace
Let each manager work their assigned clients while leadership keeps the full operating view.
Scoped access on every plan. Finer permissions as you grow.
Scoped access, search and reporting come with every plan. Scoping someone needs a second seat, so it starts on Voyager; Specialist adds full role-based access control.
Compare plans- Seats includedEvery plan12102050
- Additional seatsVoyager and up$10
- Client-scoped accessEvery plan
- Roles & permissionsEvery plan
- Full role-based access controlSpecialist and up
Read from the current plan comparison. Scoping someone needs a second seat; Cadet has one seat and cannot add more.
Client-scoped access questions.
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.
Does a scoped member need their own seat?
Yes. Every member uses a seat. Cadet includes one seat for the owner, so scoping someone starts on Voyager, which includes 2 seats; extra seats are $10 a month.
Recent updates
All release notes- Client portals in your brand, and a private portal for each clientClient portals carry your logo and colors, let you choose the sections and layout, and every client can now have a private portal of their own.
- Contracts, Requests and Team pages redesigned, with forms you can embedContracts get templates, countersigning and reminders, Requests get a form builder and embed codes, and inviting teammates and buying seats is simpler.
- August 2026: connect Claude and ChatGPT, review AI changes first, and a Gantt viewConnect Claude, ChatGPT or any MCP client with approvals on every send, let AI AutoPilot confirm before it changes anything, and plan work on a Gantt timeline.
Bring in help. Keep the book closed.
Client-scoped access is on every plan. Scoping someone starts on Voyager, $74 a month with 2 seats.
14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.